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FREEDOM PORTFOLIO

NJ Asset Management Private Limited

142.46 CR AUM

FREEDOM PORTFOLIO

FREEDOM PORTFOLIO

NJ Asset Management Private Limited

142.46 CR AUM

Nifty 50 TRI
Benchmark
8yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
8yr 5mo
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 Portfolio aims to generate capital appreciation in the long term 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 framework and constructs a diversified portfolio using exchange traded funds and index linked investment vehicles rather than individual stock selection. 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 for allocation flexibility. Portfolio construction is diversified across index exposures representing broad market segments including large cap, mid cap and next fifty indices through ETFs tracking benchmarks such as Nifty 50, Nifty Midcap and Nifty Next 50. The investment approach enables participation in domestic and international equity markets through index based instruments while maintaining diversification across indices and geographies. The strategy emphasises systematic allocation to index based instruments and disciplined portfolio construction through exchange traded funds and index funds rather than active stock picking. Sector agnostic and market cap agnostic.

Investment Approach v/s Benchmark Metrics

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1M IA return
11.38%
1M benchmark return
7.49%
Alpha
3.89%
1M Wealth multiple
1.11x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
11.38%
1M benchmark return
7.49%
Alpha
3.89%
1M Wealth multiple
1.11x

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