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Managed by NJ Asset Management
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 Month | −4.7% | −3.3% | −1.4% |
| 3 Months | −2.0% | −3.0% | +1.0% |
| 6 Months | +6.2% | +1.9% |
| +4.3% |
| 1 Year | −2.5% | −2.6% | +0.2% |
|---|
| 2 Years | −1.7% | −0.6% | −1.1% |
|---|
| 3 Years (CAGR) | +5.7% | +6.0% | −0.4% |
|---|
| 4 Years (CAGR) | +6.7% | +7.5% | −0.8% |
|---|
| 5 Years (CAGR) | +4.0% | +6.0% | −2.0% |
|---|
| Since launch | +7.5% | +10.1% | −2.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 34-month window · Source: Computed from NAV history
Maximum drawdown: 11.3%
NJ Asset Management’s story and investment philosophy are on the NJ Asset Management firm page.
Mr. Neeraj Choksi
Chairman and Director
Mr. Choksi is the co-founder & promoter of the NJ Group, a diversified business Group, headquartered in Surat and has more than 26 years of rich experience in the financial services industry. NJ Group has presence in businesses like Real Estate, Asset Management, PMS, Insurance Broking and Training. The Group is primarily engaged in the financial services industry wherein it has one of the largest networks of financial advisors in India. As the visionary founder of NJ Technologies, Mr. Niraj Choksi has been involved in providing guidance to and shaping the future of the technology business.
Mr. Vineet Nayyar
Director & Chief Executive Officer
Mr. Nayyar is a seasoned Asset management professional with a rich experience of over 20 years and has varied experience of working with start-ups as well as global firms. His experience spans across operations, finance, business strategy and technology related areas. Mr. Nayyar is associated with NJ Asset Management from August 2020 in the capacity of Chief Operating Officer and Chief Financial Officer. Prior to NJAMPL Mr. Nayyar was associated with BNP Paribas Asset Management Pvt. Ltd., Fidelity Fund Management Pvt. Ltd. and HDFC Asset Management Pvt. Ltd. Mr. Nayyar by qualification is a Chartered Accountant, Cost Accountant and Commerce Graduate from Lucknow University.
Mr. Nirmay Choksi
Executive Director - Research
Mr. Nirmay Choksi by qualification is Bsc. in Accounting & Finance (Honours) from The University of Warwick. Mr. Choksi is also a CFA Charter holder. Prior to joining NJ Asset Management, Mr. Choksi had a short stint as a Financial Data Analyst for ETFGl, a UK based leading ETFs/ETPs data provider. Mr. Choksi started his career with the Company as a Research Analyst. Nirmay has been an integral part of the research team since the beginning and has played a pivotal role in developing the NJ Smart Beta Research Platform, the AMC's in-house Research Platform used for backtesting portfolio strategies. He has played an important role in developing various research processes. He is also heading the Business Intelligence Unit (BIU) at NJ Asset Management, which is responsible for overall business development, generating MIS and targets for the entire sales team of the AMC.
Registration No
INP000003518
Fund Manager
VIRAL SHAH
Principal Officer
VIRAL SHAH
Inflow
₹0.00 Cr
Outflow
₹2.40 Cr
Net
₹-2.40 Cr
Not reported — complaint data for this strategy isn't available yet.
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