NJ Balanced Advantage Portfolio


NJ Balanced Advantage Portfolio

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About NJ Balanced Advantage Portfolio

NJ Balanced Advantage Fund is an open-ended dynamic asset allocation PMS strategy that aims to deliver consistent capital appreciation by investing in Hybrid Mutual Fund Schemes. It efficiently combines the power of equity and debt through a rule-based investment approach, making it a true all-weather portfolio for long-term wealth creation.
This portfolio is built for investors seeking to benefit from systematic asset allocation, volatility management, and minimal tax exposure, with a disciplined rebalancing mechanism that eliminates emotional bias from decision-making. NJ Mutual Fund, known for its philosophy of “Built on Rules,” ensures full transparency, quality focus, and a customer-centric approach—making it an ideal choice for those looking to maximize returns with stability.

Portfolio Managers

Viral Shah
Viral Shah
Mr. Dhaval Patel
Mr. Dhaval Patel

Together, they bring extensive experience in quantitative portfolio construction, hybrid fund strategy, and risk-adjusted investment management. Their approach integrates systematic analysis, macro-economic awareness, and factor-based selection, aligning with NJ Mutual Fund’s core philosophy of “Built on Rules”.

Investment Objective

To generate capital appreciation in the long term through investments in Hybrid Mutual Fund Schemes.

The NJ Balanced Advantage Fund dynamically allocates assets between equity and specified debt securities, using a robust quantitative framework. The goal is to optimize returns while minimizing risk and taxation through smart allocation across market cycles.

Investment Philosophy

NJ Balanced Advantage Fund is rooted in a disciplined rule-based investing philosophy, blending smart asset allocation with forensic filters to avoid quality traps.

Key principles include:

  • Quality Focused: Only invest in high-quality businesses
  •  Low Volatility & Momentum Filters: Screen out erratic stocks
  • Transparency & Trust: Full disclosure and adherence to investment mandates
  • Diversification: Across style and portfolio levels
  • Periodic Rebalancing: For risk management and better returns

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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