Balanced Advantage Portfolio is a hybrid portfolio management service (PMS) strategy run by NJ Asset Management Private Limited, launched on 1 Dec 2021. It manages ₹198 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +3.94% over 1 year and +11.42% over 3 years (+8.61% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹198 Cr
3-year return
+11.42%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹198.42 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/12/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.56%
3 Months
-1.27%
1 Year
+3.94%
3 Years
+11.42%
Since Inception
+8.61%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Balanced Advantage Portfolio
What are the returns of Balanced Advantage Portfolio?
Balanced Advantage Portfolio has a 1-year return of +3.94%, a 3-year return of +11.42% and +8.61% since inception. Past performance is not indicative of future results.
What is the AUM of Balanced Advantage Portfolio?
Balanced Advantage Portfolio manages ₹198 Cr of client assets.
What is the minimum investment for Balanced Advantage Portfolio?
The minimum investment for Balanced Advantage Portfolio is ₹50 Lakhs.
When was Balanced Advantage Portfolio launched?
Balanced Advantage Portfolio was launched on 1 Dec 2021. It has a 4-year track record.