- Manager
- NJ Asset Management
- Service
- Discretionary
- Asset class
- Equity
Freedom Portfolio - Equity Strategy
+3.07%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
NJ Asset Management’s Freedom Portfolio - Equity Strategy returned 3.07% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹141 crore across its clients.
Key numbers
- AUM
- ₹141 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.23×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.50% | −6.03% | +0.53% |
| 3 months | −0.70% | −4.91% | +4.21% |
| 6 months | +15.02% | +2.13% | +12.89% |
| 1 year | +3.07% | −7.09% | +10.16% |
| 2 years | −1.31% | −5.29% | +3.98% |
| 3 years | +13.03% | +6.06% | +6.97% |
| 4 years | +14.43% | +8.47% | +5.96% |
| 5 years | +10.74% | +6.37% | +4.37% |
| Since inception | +12.36% | +10.86% | +1.50% |
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 funds99.70%₹141 Cr
- Cash and other0.30%₹0.42 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.18 Cr
- Outflow, Sep 2026
- ₹1.61 Cr
- Net, Sep 2026
- ₹0.57 Cr
- Net, FY to date
- −₹2.40 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.23×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Freedom Portfolio - Equity Strategy returned?
3.07% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.50%; 3 months: −0.70%; 6 months: 15.02%; 1 year: 3.07%; 2 years: −1.31%; 3 years: 13.03%; 4 years: 14.43%; 5 years: 10.74%; Since inception: 12.36%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 10.16 percentage points ahead.
How much does Freedom Portfolio - Equity Strategy manage?
₹141 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 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app