Strategy performance
Balanced Advantage Portfolio - Hybrid Strategy
Nj Asset Management Private Limited · AUM ₹205 Cr · as of Aug 2026
Our read
₹100 grew to ₹128.1 since inception (+9.4% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −9.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+1.3% vs benchmark
Since inception
+9.4%
Max drawdown
−9.7%
Volatility
+8.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Balanced Advantage Portfolio - Hybrid Strategy₹128.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.7% | +0.6% | −6.3% | +5.6% | −0.1% | +1.6% | +2.3% | +0.5% | +2.2% | ||||
| 2025 | −1.7% | −4.3% | +4.0% | +1.9% | +1.9% | +2.3% | −1.1% | −0.4% | +0.8% | +1.8% | +0.9% | 0.0% | +5.9% |
| 2024 | +1.8% | +2.1% | +0.6% | +2.0% | +0.7% | +3.3% | +3.8% | +1.6% | +0.2% | −4.2% | +0.7% | −0.5% | +12.6% |
| 2023 | +5.1% | +5.1% |
Metrics
Tearsheet- 1M return
- +0.5%
- 3M return
- +4.5%
- 6M return
- +3.3%
- 1Y return
- +5.8%
- 2Y CAGR
- +2.1%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.4%
- Total return
- +28.1%
- Average month
- +0.8%
- Median month
- +0.8%
- Average up month
- +2.0%
- Best month
- +5.6%
- Best rolling 12M
- +18.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Balanced Advantage Portfolio - Hybrid Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Balanced Advantage Portfolio - Hybrid Strategy performed?
- Balanced Advantage Portfolio - Hybrid Strategy (Nj Asset Management Private Limited) shows CAGR 9.41% and max drawdown -9.68% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Balanced Advantage Portfolio - Hybrid Strategy CAGR / max drawdown?
- CAGR is 9.41%; max drawdown is -9.68%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Balanced Advantage Portfolio - Hybrid Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Balanced Advantage Portfolio - Hybrid Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more