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NJ Balanced Advantage Fund

NJ Mutual FundDynamic Asset Allocation FundActiveAs of 2026-07-31

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Holdings

147

Broad portfolio

Top 10 weight

37%

Concentration

Strategy

Active

Portfolio style

Equity

90%

Asset allocation

Portfolio

38Sectors1Large positions15.4%Top: Pharmaceuticals & Biotechnology0.0%Cash

Market-cap allocation

Large cap61%

Mid cap16%

Small cap12%

Asset allocation

Equity90%

Top holdings

Clearing Corporation of India LtdDERIVATIVE5.1%

HDFC Bank LimitedEQUITY4.6%

Reliance Industries LimitedEQUITY4.5%

ICICI Bank LimitedEQUITY3.9%

Torrent Pharmaceuticals LimitedEQUITY3.8%

Marico LimitedEQUITY3.4%

Bosch LimitedEQUITY3.1%

Dr. Lal Path Labs LimitedEQUITY3.0%

Eicher Motors LimitedEQUITY2.9%

Britannia Industries LimitedEQUITY2.7%

Portfolio insights

Portfolio read

90% equity.
Large-cap exposure is 61%.
Largest equity sector is Pharmaceuticals & Biotechnology at 15.4%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Pharmaceuticals & Biotechnology15.4%

Banks14.1%

Automobiles6.4%

Petroleum Products5.1%

Finance5.0%