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NJ Flexi Cap Fund - Regular Plan - Growth Option is an equity scheme managed by NJ Mutual Fund. It has ranked in the top half of its category for 0 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.07% on assets of ₹2,536Cr. The fund is currently managed by Mr. Viral Shah, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 91% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 4.53% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 4.20% |
| MARICO LIMITED | Consumer Defensive | 4.18% |
| ITC LIMITED | Consumer Defensive | 4.03% |
| ICICI BANK LIMITED | Financial Services | 3.99% |
| BOSCH LIMITED | Consumer Cyclical | 3.99% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 3.94% |
| CIPLA LIMITED | Healthcare | 3.55% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 3.50% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 3.46% |
| ALKEM LABORATORIES LIMITED | Healthcare | 3.43% |
| HDFC BANK LIMITED | Financial Services | 2.54% |
| PIDILITE INDUSTRIES LIMITED | Basic Materials | 2.47% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 2.42% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 2.42% |
| AJANTA PHARMA LIMITED | Healthcare | 1.91% |
| COLGATE-PALMOLIVE (INDIA) LIMITED | Consumer Defensive | 1.67% |
| EMAMI LIMITED | Consumer Defensive | 1.62% |
| HAVELLS INDIA LIMITED | Industrials | 1.53% |
| INDIAMART INTERMESH LIMITED | Consumer Cyclical | 1.51% |
| THE GREAT EASTERN SHIPPING COMPANY LIMITED | Industrials | 1.41% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 1.40% |
| MUTHOOT FINANCE LIMITED | Financial Services | 1.39% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 1.30% |
| APTUS VALUE HOUSING FINANCE INDIA LIMITED | Financial Services | 1.29% |
| Sector | Holdings | Weight |
|---|---|---|
| Healthcare | 7 | 24.49% |
| Fast Moving Consumer Goods | — | 19.20% |
| Financial Services | 8 | 15.69% |
| Automobile and Auto Components | — | 12.87% |
| Information Technology | — | 6.32% |
| Oil, Gas & Consumable Fuels | — | 4.85% |
| Consumer Durables | — | 4.36% |
| Chemicals | — | 2.47% |
| Textiles | — | 2.42% |
| Capital Goods | — | 1.72% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -16.47% | -6.30% | -2.80% | 4.17% | 59.20% | 35.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 39.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | Bank of India Mutual Fund | ₹2,388 Cr | 2.96% | +20.41% | +16.45% | 5★ |
| quant Flexi Cap Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹6,647 Cr | 1.99% | +18.52% | +16.77% | 4★ |
| ITI Flexi Cap Fund- Regular Plan- Growth | ITI Mutual Fund | ₹1,290 Cr | 2.52% | +17.79% | — | 4★ |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Motilal Oswal Mutual Fund | ₹12,770 Cr | 1.91% | +17.54% | +11.55% | 4★ |
| HSBC Flexi Cap Fund - Regular Growth | HSBC Mutual Fund | ₹5,405 Cr | 2.30% | +17.16% | +13.99% | 4★ |
| Invesco India Flexi Cap Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹4,816 Cr | 1.86% | +16.97% | — | 4★ |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹25,632 Cr | 1.60% | +15.82% | +12.50% | 4★ |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | WhiteOak Capital Mutual Fund | ₹7,907 Cr | 1.92% | +15.24% | — | 4★ |
| Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Mutual Fund | ₹3,320 Cr | 1.92% | +14.86% | +13.30% | 3★ |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | PPFAS Mutual Fund | ₹1,40,949 Cr | 1.36% | +14.66% | +14.60% | 5★ |