NJ Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 6,922.32 Cr
Funds on Anand Rathi
13
AMC Age
21 Yrs
NJ Mutual Fund is the asset management arm of the NJ Group, a well-known name in India's financial services industry. With a focus on disciplined, rule-based investing and a range of equity, hybrid, and debt solutions, the fund house aims to help investors build long-term wealth while managing risk effectively.
List of Top NJ Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| NJ ELSS Tax Saver Fund - Regular (G) | -4.26% | 7.30% | - |
| NJ ELSS Tax Saver Fund - Regular (IDCW) | -4.26% | 7.30% | - |
| NJ Flexi Cap Fund - Regular (G) | -7.25% | 7.95% | - |
| NJ Flexi Cap Fund - Regular (IDCW) | -7.25% | 7.95% | - |
| NJ Momentum Fund - Regular (G) | - | - | - |
| NJ Momentum Fund - Regular (IDCW) | - | - | - |
| NJ Value Fund - Regular (G) | - | - | - |
| NJ Value Fund - Regular (IDCW) | - | - | - |
| NJ Overnight Fund (G) | 5.11% | 5.91% | - |
| NJ Overnight Fund - Unclaimed Redemption Plan-Upto 3 Years | 5.19% | - | - |
| NJ Balanced Advantage Fund (G) | -2.80% | 6.62% | - |
| NJ Balanced Advantage Fund (IDCW) | -2.80% | 6.62% | - |
| NJ Arbitrage Fund (G) | 5.84% | 6.17% | - |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of NJ Mutual Fund
Key Information of NJ Mutual Fund
NJ Mutual Fund
AMCFunds Managed
7
Assets Managed
₹ 6,922.32 Cr
Contact Details
Registered Address
Unit No. 101A, 1st Floor,Hallmark Business Plaza,Bandra East Mumbai - 400051
Managing Director
Niraj Choksi
Chief Executive Officer
Vineet Nayyar
Compliance Officer
Punam Upadhyay
About NJ Mutual Fund
NJ Mutual Fund is a part of the NJ Group, a leader in India's wealth management and distribution sector. The fund house differentiates itself through a 100% Rule-Based (Quantitative) investment philosophy, offering a range of equity, hybrid, and liquid schemes designed for long-term wealth creation.
Unlike traditional AMCs, NJ focuses on disciplined, factor-driven portfolios, utilizing factors like Quality, Value, and Momentum. Their approach is characterized by rigorous risk awareness, employing filters to eliminate companies with poor governance. Its schemes cater to both growth-oriented investors through systematic equity selection and conservative investors via dynamic asset allocation strategies.
Advantages of Investing in NJ Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting NJ Mutual Fund for your investments:
- Diverse Investment Options: The AMC offers a variety of schemes, allowing investors to choose based on their risk appetite and financial goals.
- Professional Fund Management: Experienced fund managers actively monitor market opportunities and risks.
- Risk Diversification: Mutual funds invest across multiple securities and sectors, reducing concentration risk compared to investing in a single stock.
- Suitable for Different Investor Profiles: Whether you are a conservative investor, first-time investor, or long-term wealth creator, the AMC provide options aligned to different investment needs.
- Goal-Based Investing: NJ Mutual Fund schemes can help investors plan for goals such as retirement, children's education, tax planning, or short-term cash management.
How to Invest in NJ Mutual Fund with Anand Rathi?
Planning to invest in the NJ Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:
Register or Log In
: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.Complete Your KYC
: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.Explore NJ Mutual Fund
: Browse available NJ Mutual Funds and shortlist those that align with your investment goals.Choose Your Investment Mode
: Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.Monitor & Watch Your Investments Anytime
: Invested in NJ Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in NJ Mutual Fund
Investing in the NJ Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in a mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or open a demat account
Select your preferred NJ Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
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