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FREEDOM ETF PORTFOLIO

NJ Asset Management Private Limited

273.68 CR AUM

FREEDOM ETF PORTFOLIO

FREEDOM ETF PORTFOLIO

NJ Asset Management Private Limited

273.68 CR AUM

Nifty 50 TRI
Benchmark
8yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
8yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vineet nayyar

Fund Manager
EQUITYStrategies

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

Freedom ETF Portfolio aims to generate long term capital appreciation through investments in equity oriented exchange traded funds, index funds, fund of funds and equity schemes whose underlying exposure includes Indian indices, foreign indices and foreign stocks. The strategy follows a rule based selection process and constructs a diversified portfolio of ETFs and index linked instruments tracking broad market benchmarks. Asset allocation allows eighty percent to one hundred percent exposure to equity oriented exchange traded funds, index funds, fund of funds and funds investing in foreign securities, while zero percent to twenty percent may be allocated to cash, debt oriented mutual funds, liquid funds and arbitrage funds to manage allocation flexibility. Portfolio construction is diversified across index exposures representing large cap, mid cap and next fifty segments through ETFs tracking indices such as Nifty 50, Nifty Midcap and Nifty Next 50 to capture broad market participation. The strategy focuses on systematic allocation to index based instruments rather than individual stock selection while enabling exposure to domestic and international equity markets through index linked vehicles. The approach emphasises diversification across indices and disciplined rule based portfolio construction using exchange traded funds and index strategies. Sector agnostic and market cap agnostic.

Investment Approach v/s Benchmark Metrics

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1M IA return
-11.75%
1M benchmark return
-11.30%
Alpha
-0.45%
1M Wealth multiple
0.88x

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
-11.75%
1M benchmark return
-11.30%
Alpha
-0.45%
1M Wealth multiple
0.88x

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