NJ Flexi Cap Fund
NJ Flexi Cap Fund is a flexi cap fund of NJ Mutual Fund with ₹2,594 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 0 of 2 periods. Its direct plan charges 0.84% a year. Dhaval Patel has managed it for 2.5 years.
Has NJ Flexi Cap Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 0 of 2 periods in AMFI's figures; −5.70% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.02% | −3.60% | — |
| 3 months | −3.61% | −5.03% | — |
| 6 months | +1.08% | −1.83% | — |
| 1 year | −4.94% | −4.06% | −0.88 pts |
| 3 years | +8.71% | +9.27% | −0.56 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 6 Sep 2023 | +8.88% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −5.70% | −6.95% | −4.30% | −1.40 | 🔒 |
| 3y | +8.64% | +7.00% | +9.33% | −0.69 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Sep 2023 to 14 Oct 2026₹100 put in at the start of Sep 2023 would be ₹129 on 14 Oct 2026, against ₹131 in the Nifty 500 TRI.
What does NJ Flexi Cap Fund cost?
0.84% a year on the direct plan, 2.23% on the regular plan; 10 of 46 funds in its category charge less.
Who manages NJ Flexi Cap Fund?
Dhaval Patel, since 1 May 2024; Viral Shah, since 1 May 2024; Jaimin Ilavia, since 1 May 2024.
What does NJ Flexi Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
Who manages NJ Flexi Cap Fund?
Dhaval Patel (manager) since 1 May 2024; Viral Shah (manager) since 1 May 2024; Jaimin Ilavia (manager) since 1 May 2024.
What is the expense ratio of NJ Flexi Cap Fund?
0.84% a year on the direct plan and 2.23% on the regular plan (expense report, Oct 2026).
How has NJ Flexi Cap Fund done?
Its direct plan returned +8.64% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See NJ Flexi Cap Fund beside your own funds in Valarth
