NJ PMS: Products

Balanced Advantage (BA) Portfolio

The main objective of the portfolio approach is to generate capital appreciation in the long term through investments in Hybrid mutual fund schemes.

This approach shall invest in following securities

Balanced Advantage / Dynamic Asset Allocation Fund - 80% to 100%
Cash, debt oriented mutual fund schemes, Debt ETFs, liquid funds and arbitrage funds - 0% to 20%

Rule based Hybrid mutual fund scheme selection with Concentrated Portfolio

Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
Strategy - Hybrid

FactSheet

MULTICAP PORTFOLIO

The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization.

Portfolio would consist of 25-35 stocks. The portfolio is unbiased towards the market caps and is also sector agnostic.

Rules based stock selection
Focus on companies with superior momentum and volatility factors
Flexible allocation to invest across market capitalisation
Portfolio would be reviewed for re-balancing on a quarterly basis

Benchmark - Nifty 50 TRI
Strategy - Equity

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

BLUECHIP PORTFOLIO

The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization

Portfolio would consist of 25-35 stocks. The portfolio is unbiased towards the market caps and is also sector agnostic.

Rules based stock selection
Focus on companies with superior momentum and volatility factors
Portfolio would be reviewed for re-balancing on a half yearly basis

Benchmark - Nifty 50 TRI
Strategy - Equity

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

FREEDOM ETF PORTFOLIO

The main objective of the portfolio investment approach is to generate capital appreciation in the long term through investments in equity oriented exchange traded funds (ETFs), index funds, fund of funds and equity schemes which have underlying as Indian indices, foreign indices and foreign stocks.

Equity Oriented Exchange Traded Fund / Index Fund / FoFs / Fund investing in foreign securities- 80% to 100%

Cash, Debt oriented mutual funds, liquid funds and Arbitrage Funds- 0% to 20%

Rules based selection
Focus on investing in Equity oriented ETFs tracking Indian and Global Indices
- NIFTY 50
- NIFTY NEXT 50
- NIFTY MIDCAP 150
- NASDAQ 100
Portfolio would be reviewed for re-balancing on a yearly basis unless there is a large change in the allocation by virtue of the index performance/li>

Benchmark - Nifty 50 TRI
Strategy - Equity

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

Freedom Portfolio

The main objective of the portfolio approach is to generate capital appreciation in the long term through investments in equity oriented mutual fund schemes.

The concentrated portfolio consists of Equity – oriented and Debt – oriented schemes of Mutual funds, Arbitrage Funds, Liquid Funds and Cash

Rule-based Mutual Fund selection with Concentrated Portfolio
Portfolio Allocation
- Equity oriented Mutual Fund schemes (Direct Plans)
- Cash, Debt oriented schemes of Mutual funds, Liquid Funds & Arbitrage Funds ( Direct Plans)
Portfolio would be reviewed for re-balancing on a yearly basis

Benchmark - Nifty 50 TRI
Strategy - Equity

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

Dynamic Stock Allocation Portfolio (Aggressive)

The investment objective is to provide capital appreciation in medium term with relatively lower volatility through a dynamically managed portfolio of equity and debt securities

This approach shall invest in following securities:

Equity and equity related securities (0-100%)
Debt oriented mutual funds, Debt ETFs, Liquid funds and Arbitrage funds (0-100%)

Rule based asset allocation based on inhouse proprietary model on the basis of valuations of equity market, interest rate and other factors
On equity side, the methodology would be similar to our Bluechip portfolio
On debt side, selection of the securities is based on lower credit risk and lower volatility
Asset allocation re-balancing will be reviewed on a quarterly basis and security rebalancing will be reviewed on a half yearly basis/li>

Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
Strategy - Hybrid

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

Dynamic Stock Allocation Portfolio (Conservative)
(Discontinued for inflow with effect from May 1, 2023)

The investment objective is to provide capital appreciation in medium term with relatively lower volatility through a dynamically managed portfolio of equity and debt securities.

This approach shall invest in following securities:

Equity and equity related securities (0-30%)
Cash, debt oriented mutual fund schemes, debt Exchange Traded Funds, liquid funds and arbitrage funds- 70% to 100%

Rule based asset allocation based on inhouse proprietary model on the basis of valuations of equity market, interest rate and other factors
On equity side, the methodology would be similar to our Bluechip portfolio
On debt side, selection of the securities is based on lower credit risk and lower volatility
Asset allocation re-balancing will be reviewed on a quarterly basis and security rebalancing will be reviewed on a half yearly basis/li>

Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
Strategy - Hybrid

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

Dynamic ETF Allocation Portfolio (Aggressive)

The investment objective is to provide capital appreciation in medium term with relatively lower volatility through a dynamically managed portfolio of equity and debt securities.

This approach shall invest in following securities:

Equity oriented Exchange Traded Funds (0-100%)
Debt oriented mutual funds, Debt ETFs, Liquid funds and Arbitrage funds (0-100%)

Rule based asset allocation based on inhouse proprietary model on the basis of valuations of equity market, interest rate and other factors.
Rules based ETF selection and allocation currently with underlying NIFTY 50, NIFTY NEXT 50 & NIFTY MIDCAP 150 as indices.
On debt side, selection of the securities is based on lower credit risk and lower volatility.
Asset allocation re-balancing will be reviewed on a quarterly basis and security rebalancing will be reviewed on a yearly basis./li>

Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
Strategy - Hybrid

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

Dynamic ETF Allocation Portfolio (Conservative)
(Discontinued for inflow with effect from May 1, 2023)

The investment objective is to provide capital appreciation in medium term with relatively lower volatility through a dynamically managed portfolio of equity and debt securities.

This approach shall invest in following securities:

Equity oriented Exchange Traded Funds (0-30%)
Cash, debt oriented mutual fund schemes, debt Exchange Traded Funds, liquid funds and arbitrage funds- 70% to 100%

Rule based asset allocation based on inhouse proprietary model on the basis of valuations of equity market, interest rate and other factors.
Rules based ETF selection and allocation currently with underlying NIFTY 50, NIFTY NEXT 50 & NIFTY MIDCAP 150 as indices.
On debt side, selection of the securities is based on lower credit risk and lower volatility.
Asset allocation re-balancing will be reviewed on a quarterly basis and security rebalancing will be reviewed on a yearly basis./li>

Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
Strategy - Hybrid

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

Dynamic Asset Allocation Portfolio (Aggressive)

The main objective of the portfolio approach is to generate capital appreciation in the long term through investments in Equity oriented and Hybrid mutual fund schemes.

Equity Oriented and Hybrid mutual fund schemes- 0% to 100%
Cash, debt oriented mutual fund schemes, Debt ETFs, liquid funds and arbitrage funds- 0% to 100%

Rule based asset allocation based on in-house proprietary model on the basis of valuations of equity market, interest rate and other factors.
On equity side, the methodology would be similar to our Freedom Portfolio.
On debt side, selection of the securities is based on lower credit risk and lower volatility basis and security rebalancing will be reviewed on a half yearly basis.
Asset allocation re-balancing will be reviewed on quarterly basis./li>

Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
Strategy - Hybrid

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

Liquid Portfolio

The main objective of the portfolio approach is to generate a reasonable return commensurate with low risk by investing in appropriate mutual fund schemes

This approach shall invest in following securities:

Arbitrage Funds (0-100%)
Liquid Funds (0-100%)
Overnight Funds(0-50%)

Rule based selection of funds.
Schemes are selected based on low credit risk and interest rate risks, consistency of performance, lower exit load, etc.
Investments in any mutual fund scheme shall generally not be greater than 45% of the portfolio.
Single Asset Management Company exposure will generally be restricted to 70% of the portfolio./li>
Rebalanceing of the portfolio will be reviewed on a yearly basis./li>

Benchmark - Nifty Medium to Long Duration Debt Index
Strategy - Liquid

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

FactSheet

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