NJ PMS strategies
NJ runs 9 portfolio management strategies listed with APMI, managing โน3,401 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Bluechip Portfolio | Equity | Vineet Nayyar | โน1,610 Cr | +9.53% | +0.54 pts | โ | โน50 Lakhs | Aug 2026 |
| Multicap Portfolio | Equity | Vineet Nayyar | โน699 Cr | +18.05% | +9.06 pts | โ | โน50 Lakhs | Aug 2026 |
| Freedom ETF Portfolio | Equity | Vineet Nayyar | โน311 Cr | +11.40% | +2.41 pts | โ | โน50 Lakhs | Aug 2026 |
| Dynamic Stock Allocation Portfolio Aggressive | Hybrid | โ | โน274 Cr | +8.99% | โ | โ | โน50 Lakhs | โ |
| Balanced Advantage Portfolio | Hybrid | โ | โน198 Cr | +11.42% | โ | โ | โน50 Lakhs | โ |
| Dynamic ETF Allocation Portfolio Aggressive | Hybrid | โ | โน187 Cr | +11.36% | โ | โ | โน50 Lakhs | โ |
| Dynamic Asset Allocation Portfolio Aggressive | Hybrid | โ | โน121 Cr | +11.72% | โ | โ | โน50 Lakhs | โ |
| Dynamic Stock Allocation Portfolio Conservative | Hybrid | โ | โน0.41 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Dynamic ETF Allocation Portfolio Conservative | Hybrid | โ | โน0.28 Cr | โ | โ | โ | โน50 Lakhs | โ |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS