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NJ Balanced Advantage Fund

NJ Mutual Fund Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
144
Well diversified
Top 10 weight
36%
Concentration
Active share
68%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

40Sectors 17High-conviction bets 15%Top sector wt. -Cash

Market-cap allocation

Large cap60%
Mid cap15%
Small cap14%

Asset allocation

Asset mix not available.

Top holdings

HDFC Bank LimitedEQUITY
6.1%
Reliance Industries LimitedEQUITY
4.3%
Clearing Corporation of India LtdCASH_EQUIVALENT
4.1%
Eicher Motors LimitedEQUITY
3.5%
Marico LimitedEQUITY
3.4%
ICICI Bank LimitedEQUITY
3.3%
Bosch LimitedEQUITY
3.0%
Britannia Industries LimitedEQUITY
2.8%
Dr. Lal Path Labs LimitedEQUITY
2.7%
Cipla LimitedEQUITY
2.6%

AI Smart summary

Pros

  • Well-diversified across 144 holdings.
  • Low top-10 concentration (36%).
  • Large-cap tilt (60%) - relatively stable.

Cons

  • Concentrated in Pharmaceuticals & Biotechnology - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund312 holdings · 52% AS
Kotak Balanced Advantage Fund206 holdings · 53% AS
ICICI Prudential Balanced Advantage Fund203 holdings · 52% AS
Axis Balanced Advantage Fund158 holdings · 53% AS
NIPPON INDIA BALANCED ADVANTAGE FUND148 holdings · 55% AS
WhiteOak Capital Balanced Advantage Fund143 holdings · 59% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Pharmaceuticals & Biotechnology15.0%
Banks13.6%
Automobiles6.7%
Finance6.2%
Petroleum Products5.0%
Food Products4.9%
IT - Software4.4%
nan4.1%
Auto Components4.0%
Consumer Durables4.0%
Sovereign4.0%
Agricultural Food & other Products3.4%
Healthcare Services2.7%
Diversified FMCG2.7%