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DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE

NJ Asset Management Private Limited

189.11 CR AUM

DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE

DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE

NJ Asset Management Private Limited

189.11 CR AUM

Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
8yr 1mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
8yr 1mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vineet nayyar

Fund Manager
HYBRIDStrategies

Mr. Nayyar is a seasoned Asset management professional with a rich experience of over 20 years and has varied experience of working with start-ups as well as global firms. His experience spans across operations, finance, business strategy and technology related areas. Mr. Nayyar is associated with NJ Asset Management from August 2020 in the capacity of Chief Operating Officer and Chief Financial Officer. Prior to NJAMPL Mr. Nayyar was associated with BNP Paribas Asset Management Pvt. Ltd. Fidelity Fund Management Pvt. Ltd. and HDFC Asset Management Pvt. Ltd. Mr. Nayyar by qualification is a Chartered Accountant, Cost Accountant and Commerce Graduate from Lucknow University.

Mr. Nayyar is a seasoned Asset management professional with a rich experience of over 20 years and has varied experience of working with start-ups as well as global firms. His experience spans across operations, finance, business strategy and technology related areas. Mr. Nayyar is associated with NJ Asset Management from August 2020 in the capacity of Chief Operating Officer and Chief Financial Officer. Prior to NJAMPL Mr. Nayyar was associated with BNP Paribas Asset Management Pvt. Ltd. Fidelity Fund Management Pvt. Ltd. and HDFC Asset Management Pvt. Ltd. Mr. Nayyar by qualification is a Chartered Accountant, Cost Accountant and Commerce Graduate from Lucknow University.

Purpose

Dynamic Asset Allocation Portfolio Aggressive aims to generate long term capital appreciation through investments in equity oriented and hybrid mutual fund schemes supported by rule based asset allocation. The strategy follows a hybrid dynamic asset allocation approach where exposure is actively managed between equity oriented funds and debt or cash instruments depending on the model driven allocation framework. Asset allocation allows investment between zero percent to one hundred percent in equity oriented and hybrid mutual fund schemes and zero percent to one hundred percent in debt oriented mutual fund schemes, debt exchange traded funds, liquid funds and arbitrage funds. Portfolio construction is based on a rule based selection framework where diversified exposure is created through a basket of mutual funds representing different market segments including large cap, mid cap, small cap, flexi cap and contra strategies. Equity exposure is designed to capture long term capital appreciation while debt, arbitrage and liquid funds provide stability and tactical allocation flexibility across market cycles. The investment approach emphasises systematic allocation and diversification through a combination of equity and debt oriented instruments rather than direct stock selection. Sector agnostic and market cap agnostic.

Investment Approach v/s Benchmark Metrics

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1M IA return
-7.06%
1M benchmark return
-6.35%
Alpha
-0.71%
1M Wealth multiple
0.93x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-7.06%
1M benchmark return
-6.35%
Alpha
-0.71%
1M Wealth multiple
0.93x

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