- Manager
- NJ Asset Management
- Service
- Discretionary
- Asset class
- Hybrid
Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy
−2.46%
1-year return
Benchmark NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index −2.65% · to 30 Sep 2026
NJ Asset Management’s Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy returned −2.46% over the year to 30 Sep 2026, against −2.65% for its benchmark, the NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index. It managed ₹245 crore across its clients.
Key numbers
- AUM
- ₹245 Cr
- Benchmark
- NIFTY 50 HYBRID COMPOSITE DEBT 50:50 Index
- Turnover, past year
- 0.34×
- 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 | −4.71% | −3.31% | −1.40% |
| 3 months | −2.00% | −3.02% | +1.02% |
| 6 months | +6.18% | +1.93% | +4.25% |
| 1 year | −2.46% | −2.65% | +0.19% |
| 2 years | −1.71% | −0.59% | −1.12% |
| 3 years | +5.68% | +6.04% | −0.36% |
| 4 years | +6.72% | +7.47% | −0.75% |
| 5 years | +3.96% | +5.96% | −2.00% |
| Since inception | +7.46% | +9.88% | −2.42% |
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
- Listed equity62.40%₹153 Cr
- Mutual funds37.37%₹91.38 Cr
- Cash and other0.24%₹0.58 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.40 Cr
- Net, Sep 2026
- −₹2.40 Cr
- Net, FY to date
- −₹34.80 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.34×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy returned?
−2.46% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.71%; 3 months: −2.00%; 6 months: 6.18%; 1 year: −2.46%; 2 years: −1.71%; 3 years: 5.68%; 4 years: 6.72%; 5 years: 3.96%; Since inception: 7.46%.
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 0.19 percentage points ahead.
How much does Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy manage?
₹245 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 Dynamic Stock Allocation Portfolio - Aggressive - 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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