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
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 | ₹1445.95 | -10.49 | -14.18 | -14.00 | -6.99 | -0.67 | 8.38 | 1.89 | 7.89 | 10.54 |
| Benchmark | NA | -11.30 | -14.44 | -9.02 | -3.99 | 1.19 | 10.02 | 7.58 | 10.01 | 11.25 |
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.