- Manager
- NJ Asset Management
- Service
- Discretionary
- Asset class
- Hybrid
Balanced Advantage Portfolio - Hybrid Strategy
+1.10%
1-year return
Benchmark NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index −2.65% · to 30 Sep 2026
NJ Asset Management’s Balanced Advantage Portfolio - Hybrid Strategy returned 1.10% over the year to 30 Sep 2026, against −2.65% for its benchmark, the NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index. It managed ₹197 crore across its clients.
Key numbers
- AUM
- ₹197 Cr
- Benchmark
- NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index
- Turnover, past year
- 0.07×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −3.69% | −3.31% | −0.38% |
| 3 months | −0.94% | −3.02% | +2.08% |
| 6 months | +6.21% | +1.93% | +4.28% |
| 1 year | +1.10% | −2.65% | +3.75% |
| 2 years | +0.07% | −0.59% | +0.66% |
| 3 years | +8.36% | +6.04% | +2.32% |
| 4 years | +9.59% | +7.47% | +2.12% |
| Since inception | +7.97% | +6.36% | +1.61% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds99.85%₹197 Cr
- Cash and other0.15%₹0.30 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.03 Cr
- Outflow, Sep 2026
- ₹0.29 Cr
- Net, Sep 2026
- −₹0.26 Cr
- Net, FY to date
- −₹1.28 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.07×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Balanced Advantage Portfolio - Hybrid Strategy returned?
1.10% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.69%; 3 months: −0.94%; 6 months: 6.21%; 1 year: 1.10%; 2 years: 0.07%; 3 years: 8.36%; 4 years: 9.59%; Since inception: 7.97%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index, returned −2.65% over the year, so the strategy was 3.75 percentage points ahead.
How much does Balanced Advantage Portfolio - Hybrid Strategy manage?
₹197 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Balanced Advantage Portfolio - Hybrid Strategy?
NJ Asset Management, a SEBI-registered portfolio manager (INP000003518), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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