NJ Bluechip Portfolio
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | 25 |
| Investment Horizon | Long Term |
| Investment Style | Rules-Based Investing |
Investment Philosophy
OBJECTIVE & INVESTMENT APPROACH – BLUECHIP PORTFOLIO
The Portfolio objective is to generate capital appreciation in long term by investing in equity and equity related instruments.
The proposed investment approach is as summarised below :
- Rule-based stock selection
- Focus on companies with superior quality and momentum factors
- Portfolio would be reviewed for re-balancing on a half yearly basis
Investment Style
NJ’s Rule based investing is a propreitary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
BLUECHIP PORTFOLIO
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
NJ Asset Management Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1609.91 | -1.21 | 4.49 | 5.09 | 0.26 | -2.48 | 9.53 | 8.27 | 5.40 | 12.09 |
| Benchmark | NA | -1.14 | 2.89 | -3.60 | -0.35 | -1.19 | 8.99 | 9.13 | 8.32 | 11.75 |
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