NJ Mutual Fund
AMFI Registered Mutual Fund
Official Total AUM
₹6.9k Cr
AMFI Disclosed
Schemes Managed
7
Active Portfolios
Inception Date
2021-04-19
Founding Year
Key Managers
3
Tracked Professionals
📍 Office: Unit No. 101A, 1st Floor,Hallmark Business Plaza,Bandra (East), Mumbai 400051
🌐 Website: njmutualfund.com
Key People & Fund Managers (3)
Dhaval Patel
🎓 Mr. Patel has done IBS from Hyderabad
Prior to joining NJ Mutual Fund, he has worked with Axis Mutual Fund, Credit Analysis & Research Ltd.
Viral Shah
🎓 Mr. Shah has done B.E. and MBA (Finance)
Mr. Shah has started his career with NJ Group and has been Principal Officer for PMS segment with NJ Asset Management for more than 10 years.
Jaimin Ilavia
🎓 M.Com, CFA
Mr. Jaimin has Experience in dealing and portfolio management across various investment strategies of Portfolio management Services (PMS) segment in NJ AMC.
All Mutual Fund Schemes (7)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| NJ Balanced Advantage Fund | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹3.4k Cr | ₹13.48 | -3.30% | +6.72% | — | |
| NJ Flexi Cap Fund | Equity Schemes - Flexi Cap Fund | ₹2.5k Cr | ₹12.75 | -7.94% | +8.00% | — | |
| NJ Overnight Fund | Income/Debt Oriented Schemes - Overnight Fund | ₹372.3 Cr | ₹1271.20 | +5.11% | +5.89% | — | |
| NJ ELSS Tax Saver Fund | Equity Schemes - ELSS- Tax Saver Fund | ₹325 Cr | ₹13.87 | -6.22% | +7.45% | — | |
| NJ Arbitrage Fund | Hybrid Schemes - Arbitrage Fund | ₹270.1 Cr | ₹12.77 | +5.57% | +6.11% | — | |
| NJ Momentum Fund | Equity Schemes - Thematic Fund | — | ₹10.06 | — | — | — | |
| NJ Value Fund | Equity Schemes - Value Fund | — | ₹9.51 | — | — | — |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).