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NJ Mutual Funds

NJ runs 8 direct-plan schemes that we currently track — 4 equity, 2 hybrid, 2 debt. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.

Its strongest 5-year performer is NJ Balanced Advantage Fund - Direct Plan - Growth Option at 7.1% CAGR, against a house-wide median of 7.1%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.

Showing 8 of 8 schemes · sorted by Y5 high to low · page 1 of 1

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NJ mutual funds — frequently asked questions

Which NJ mutual fund has given the best 5-year return?

NJ Balanced Advantage Fund - Direct Plan - Growth Option is NJ's best-performing scheme over five years, with a CAGR of 7.1%. This reflects historical NAV growth and is not a forecast.

How many mutual fund schemes does NJ offer?

We track 8 direct-plan NJ schemes with a recent NAV, spread across 3 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.

Are these NJ returns before or after expenses?

After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.