NJ Dynamic Stock Allocation Portfolio

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NJ Dynamic Stock Allocation Portfolio

Fund Snapshot

Year of Inception 2016
Number of Stocks 20 Equity Stocks and Debt Securities
Investment Horizon Long Term
Investment Style Rule Based Investing

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

Unique Feature

 Investment approach which is dynamically managed through rules based selection of equity and debt securities

Investment Philosophy


The investment objective is to provide capital appreciation in the medium to long 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 Fund schemes, Debt Exchange Traded Funds, Liquid Funds and Arbitrage Funds (0-100%) ■ The proposed investment approach is as summarised below : ■ 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, focus on companies with superior quality and momentum factors ■ 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 ■ The Benchmark would be NIFTY 500 TRI

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.