- Manager
- NJ Asset Management
- Service
- Discretionary
- Asset class
- Equity
Freedom ETF Portfolio - Equity Strategy
−1.35%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
NJ Asset Management’s Freedom ETF Portfolio - Equity Strategy returned −1.35% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹292 crore across its clients.
Key numbers
- AUM
- ₹292 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.11×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.77% | −6.03% | +0.26% |
| 3 months | −3.90% | −4.91% | +1.01% |
| 6 months | +8.67% | +2.13% | +6.54% |
| 1 year | −1.35% | −7.09% | +5.74% |
| 2 years | −3.96% | −5.29% | +1.33% |
| 3 years | +8.94% | +6.06% | +2.88% |
| 4 years | +10.84% | +8.47% | +2.37% |
| 5 years | +7.69% | +6.37% | +1.32% |
| Since inception | +9.85% | +11.06% | −1.21% |
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 equity99.83%₹292 Cr
- Cash and other0.17%₹0.50 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.64 Cr
- Outflow, Sep 2026
- ₹1.25 Cr
- Net, Sep 2026
- −₹0.61 Cr
- Net, FY to date
- −₹5.73 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.11×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Freedom ETF Portfolio - Equity Strategy returned?
−1.35% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.77%; 3 months: −3.90%; 6 months: 8.67%; 1 year: −1.35%; 2 years: −3.96%; 3 years: 8.94%; 4 years: 10.84%; 5 years: 7.69%; Since inception: 9.85%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 5.74 percentage points ahead.
How much does Freedom ETF Portfolio - Equity Strategy manage?
₹292 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 Freedom ETF Portfolio - Equity 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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