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Mutual FundsNJ Balanced Advantage Fund Direct Growth
N

NJ Balanced Advantage Fund Direct Growth

41.30%profit5 Year Absolute Returns

as on 30 Oct 2026

3Morning Star
2Value Research
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

NJ Balanced Advantage Fund Direct Growth is a Hybrid mutual fund scheme launched on 29 Oct 2021.

Scheme Overview

  • Inception Date : 29 Oct 2021
  • AUM : ₹3,241.74 Cr
  • 5Y Returns (CAGR) : 7.16%
  • Expense Ratio : 1.14%
  • Min. SIP : ₹100
  • Min. Lumpsum : ₹500

Returns Calculator

basis annualised returns

Investment Type


SIP Amount


Investment Period

5Y

₹ 32.73 L

3.50%

₹ 36.98 L

8.00%

₹ 36.16 L

7.16%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 30,00,000

Returns

₹ 6,15,956 (7.16%)

Maturity Value

₹ 36,15,956

Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

No data

Sorry, No Data Available at this Moment!

Returns vs Category

No data

Sorry, No Data Available at this Moment!

*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

No data

Sorry, No Data Available at this Moment!

SIP Logo

Start SIP with as Low as ₹100.

Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

Sorry, No Data Available at this Moment!

Asset Allocation

AUM

₹ 3,241.74 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

as of 31 May 2026

SectorsWeightage
Financial Services21.75%
Healthcare17.78%
Consumer Cyclical13.73%
Consumer Defensive13.71%
Other8.88%
Energy7.65%
Basic Materials4.53%
Technology4.40%
Industrials4.10%
Communication Services2.34%
Utilities1.12%
Real Estate0.00%

Stock Holdings

as of 31 May 2026

NameWeightage
Cash Offset For Derivatives

C

Cash Offset For Derivatives

23.70%
Future on BANK Index

F

Future on BANK Index

7.64%
HDFC Bank

H

HDFC Bank

6.13%
Future on Reliance Industries Ltd

F

Future on Reliance Industries Ltd

4.37%
Reliance Industries

R

Reliance Industries

4.34%
Clearing Corporation Of India Ltd

C

Clearing Corporation Of India Ltd

4.08%
Eicher Motors

E

Eicher Motors

3.52%
Marico

M

Marico

3.45%
ICICI Bank

I

ICICI Bank

3.32%
Bosch

B

Bosch

3.04%
Britannia Industries

B

Britannia Industries

2.80%
Dr. Lal Path Labs

D

Dr. Lal Path Labs

2.71%
Cipla

C

Cipla

2.64%
ITC

I

ITC

2.59%
Torrent Pharmaceuticals

T

Torrent Pharmaceuticals

2.52%
Sun Pharmaceutical

S

Sun Pharmaceutical

2.48%
Dr Reddys Laboratories

D

Dr Reddys Laboratories

2.41%
Oil & Natural Gas Corporation

O

Oil & Natural Gas Corporation

2.39%
Alkem Laboratories

A

Alkem Laboratories

2.38%
Nestle

N

Nestle

2.10%
Pidilite Industries

P

Pidilite Industries

1.82%
Kotak Bank

K

Kotak Bank

1.74%
Page Industries

P

Page Industries

1.71%
HDFC AMC

H

HDFC AMC

1.70%
Hero Motocorp

H

Hero Motocorp

1.59%
Ajanta Pharma

A

Ajanta Pharma

1.35%
Colgate Palmolive

C

Colgate Palmolive

1.12%
02/07/2026 Maturing 364 DTB

0

02/07/2026 Maturing 364 DTB

1.03%
Bajaj Finance

B

Bajaj Finance

1.01%
Emami

E

Emami

0.99%
IndiaMART InterMesh

I

IndiaMART InterMesh

0.99%
Havells

H

Havells

0.99%
Axis Bank

A

Axis Bank

0.97%
J B Chemicals and Pharmaceuticals

J

J B Chemicals and Pharmaceuticals

0.94%
Muthoot Finance

M

Muthoot Finance

0.92%
Endurance Technologies

E

Endurance Technologies

0.91%
Aptus Value Housing Finance

A

Aptus Value Housing Finance

0.88%
Great Eastern Shipping Company

G

Great Eastern Shipping Company

0.87%
Net Receivables / (Payables)

N

Net Receivables / (Payables)

0.84%
Tech Mahindra

T

Tech Mahindra

0.82%
Future on Bharti Airtel Ltd

F

Future on Bharti Airtel Ltd

0.80%
Bharti Airtel

B

Bharti Airtel

0.80%
Bajaj Auto

B

Bajaj Auto

0.79%
Future on Sammaan Capital Ltd

F

Future on Sammaan Capital Ltd

0.79%
Mphasis

M

Mphasis

0.78%
Sammaan Capital

S

Sammaan Capital

0.78%
Future on HDFC Asset Management Co Ltd

F

Future on HDFC Asset Management Co Ltd

0.77%
8.33% Govt Stock 2026

8

8.33% Govt Stock 2026

0.74%
Hindustan Aeronautics

H

Hindustan Aeronautics

0.74%
Crompton Greaves

C

Crompton Greaves

0.72%
Wipro Future June 26

W

Wipro Future June 26

0.72%
Future on Asian Paints Ltd

F

Future on Asian Paints Ltd

0.71%
Asian Paints

A

Asian Paints

0.71%
Future on SBI Cards and Payment Services Ltd Ordinary Shares

F

Future on SBI Cards and Payment Services Ltd Ordinary Shares

0.71%
UTI AMC

U

UTI AMC

0.69%
Tata Technologies

T

Tata Technologies

0.68%
Future on Power Grid Corp Of India Ltd

F

Future on Power Grid Corp Of India Ltd

0.66%
Future on Jio Financial Services Ltd

F

Future on Jio Financial Services Ltd

0.66%
Power Grid Corporation of India

P

Power Grid Corporation of India

0.65%
Berger Paints

B

Berger Paints

0.65%
Jio Financial Services

J

Jio Financial Services

0.65%
Future on Eicher Motors Ltd

F

Future on Eicher Motors Ltd

0.64%
Kajaria Ceramics

K

Kajaria Ceramics

0.62%
Castrol

C

Castrol

0.62%
ABB

A

ABB

0.59%
Future on Mahindra & Mahindra Ltd

F

Future on Mahindra & Mahindra Ltd

0.57%
Mahindra & Mahindra

M

Mahindra & Mahindra

0.57%
HCL Technologies

H

HCL Technologies

0.55%
Future on Dabur India Ltd

F

Future on Dabur India Ltd

0.55%
Dabur India

D

Dabur India

0.54%
Tata Elxsi

T

Tata Elxsi

0.53%
Future on Vodafone Idea Ltd

F

Future on Vodafone Idea Ltd

0.52%
Infosys

I

Infosys

0.52%
Vodafone Idea

V

Vodafone Idea

0.52%
Tata Consultancy Services

T

Tata Consultancy Services

0.50%
Future on Aditya Birla Capital Ltd

F

Future on Aditya Birla Capital Ltd

0.47%
Aditya Birla Capital

A

Aditya Birla Capital

0.47%
Marico Limited June 2026 Future

M

Marico Limited June 2026 Future

0.43%
Future on Hindalco Industries Ltd

F

Future on Hindalco Industries Ltd

0.43%
Hindalco Industries

H

Hindalco Industries

0.42%
CRISIL

C

CRISIL

0.39%
Future on Ambuja Cements Ltd

F

Future on Ambuja Cements Ltd

0.39%
Ambuja Cements

A

Ambuja Cements

0.39%
Yes Bank

Y

Yes Bank

0.37%
GOI TBILL 91D-30/07/26

G

GOI TBILL 91D-30/07/26

0.35%
Titan

T

Titan

0.31%
Tbill

T

Tbill

0.29%
GOI TBILL 364D-23/07/26

G

GOI TBILL 364D-23/07/26

0.29%
Tata Steel

T

Tata Steel

0.29%
Future on Tata Steel Ltd

F

Future on Tata Steel Ltd

0.28%
Bosch Future June 26

B

Bosch Future June 26

0.28%
IDFC First Bank

I

IDFC First Bank

0.28%
Titan Company Limited July 2026 Future

T

Titan Company Limited July 2026 Future

0.27%
Eternal

E

Eternal

0.27%
Abbott

A

Abbott

0.26%
Eternal Limited June 2026 Future

E

Eternal Limited June 2026 Future

0.22%
Future on Adani Power Ltd

F

Future on Adani Power Ltd

0.21%
Future on Maruti Suzuki India Ltd

F

Future on Maruti Suzuki India Ltd

0.21%
Adani Power

A

Adani Power

0.20%
Maruti Suzuki

M

Maruti Suzuki

0.20%
Future on Adani Enterprises Ltd

F

Future on Adani Enterprises Ltd

0.19%
Adani Enterprises

A

Adani Enterprises

0.19%
Future on Larsen & Toubro Ltd

F

Future on Larsen & Toubro Ltd

0.18%
Larsen & Toubro

L

Larsen & Toubro

0.18%
Future on Hindustan Aeronautics Ltd Ordinary Shares

F

Future on Hindustan Aeronautics Ltd Ordinary Shares

0.16%
Bandhan Bank

B

Bandhan Bank

0.16%
State Bank of India Future July 26

S

State Bank of India Future July 26

0.15%
State Bank of India

S

State Bank of India

0.15%
GOI LOAN 6.97% 2026

G

GOI LOAN 6.97% 2026

0.15%
Future on Bajaj Finserv Ltd

F

Future on Bajaj Finserv Ltd

0.15%
GOI LOAN  5.74% 2026

G

GOI LOAN 5.74% 2026

0.15%
Tbill

T

Tbill

0.15%
GOI TBILL 182D-17/07/26

G

GOI TBILL 182D-17/07/26

0.15%
Bajaj Finserv

B

Bajaj Finserv

0.15%
GOI TBILL 91D-13/08/26

G

GOI TBILL 91D-13/08/26

0.15%
GOI TBILL 91D-20/08/26

G

GOI TBILL 91D-20/08/26

0.15%
Punjab National Bank

P

Punjab National Bank

0.14%
Cenergy Holdings SA Future June 26

C

Cenergy Holdings SA Future June 26

0.14%
Punjab National Bank Future June 26

P

Punjab National Bank Future June 26

0.14%
SBI Life Insurance

S

SBI Life Insurance

0.14%
Future on Sun Pharmaceuticals Industries Ltd

F

Future on Sun Pharmaceuticals Industries Ltd

0.13%
S-Oil Future June 26

S

S-Oil Future June 26

0.13%
Future on Shriram City Union Finance Ltd

F

Future on Shriram City Union Finance Ltd

0.12%
Shriram Finance

S

Shriram Finance

0.12%
Future on Bajaj Finance Ltd

F

Future on Bajaj Finance Ltd

0.11%
SBI Life Future June 26

S

SBI Life Future June 26

0.11%
Oil India

O

Oil India

0.11%
RBL Bank

R

RBL Bank

0.11%
Future on Tata Power Co Ltd

F

Future on Tata Power Co Ltd

0.10%
Future on Unilever

F

Future on Unilever

0.10%
Hindustan Unilever

H

Hindustan Unilever

0.10%
Tata Power

T

Tata Power

0.10%
NTPC

N

NTPC

0.10%
Future on Steel Authority Of India Ltd

F

Future on Steel Authority Of India Ltd

0.09%
Steel Authority of India

S

Steel Authority of India

0.09%
Future on Adani Ports & Special Economic Zone Ltd

F

Future on Adani Ports & Special Economic Zone Ltd

0.09%
Adani Ports & SEZ

A

Adani Ports & SEZ

0.09%
Future on ITC

F

Future on ITC

0.09%
NTPC Future June 26

N

NTPC Future June 26

0.08%
Future on Bank of Baroda

F

Future on Bank of Baroda

0.08%
Bank of Baroda

B

Bank of Baroda

0.08%
Indian Energy Exchange

I

Indian Energy Exchange

0.08%
Future on Crompton Greaves Consumer Electricals Ltd

F

Future on Crompton Greaves Consumer Electricals Ltd

0.08%
Future on Glenmark Pharmaceuticals Ltd

F

Future on Glenmark Pharmaceuticals Ltd

0.07%
09/07/2026 Maturing 364 DTB

0

09/07/2026 Maturing 364 DTB

0.07%
Glenmark Pharmaceuticals

G

Glenmark Pharmaceuticals

0.07%
GOI TBILL 364D-03/12/26

G

GOI TBILL 364D-03/12/26

0.07%
UPL Future June 26

U

UPL Future June 26

0.07%
UPL

U

UPL

0.07%
Future on UltraTech Cement Ltd

F

Future on UltraTech Cement Ltd

0.07%
UltraTech Cement

U

UltraTech Cement

0.07%
Canara Bank

C

Canara Bank

0.07%
Adani Green Energy

A

Adani Green Energy

0.06%
Indusind Bank

I

Indusind Bank

0.06%
GOI TBILL 182D-27/08/26

G

GOI TBILL 182D-27/08/26

0.06%
GOI TBILL 364D-02/10/26

G

GOI TBILL 364D-02/10/26

0.06%
GOI TBILL 364D-25/02/27

G

GOI TBILL 364D-25/02/27

0.06%
Eternal Limited July 2026 Future

E

Eternal Limited July 2026 Future

0.06%
GOI TBILL 364D-19/03/27

G

GOI TBILL 364D-19/03/27

0.06%
Future on Exide Industries Ltd

F

Future on Exide Industries Ltd

0.05%
Exide Industries

E

Exide Industries

0.05%
Rec Limited June 2026 Future

R

Rec Limited June 2026 Future

0.05%
REC

R

REC

0.05%
Future on Cipla Ltd

F

Future on Cipla Ltd

0.05%
Future on PNB Housing Finance Ltd

F

Future on PNB Housing Finance Ltd

0.05%
PNB Housing Finance

P

PNB Housing Finance

0.05%
Future on TVS Motor Co Ltd 6% PRF REDEEM 01/09/2026 INR 10

F

Future on TVS Motor Co Ltd 6% PRF REDEEM 01/09/2026 INR 10

0.04%
Titan Company Limited June 2026 Future

T

Titan Company Limited June 2026 Future

0.04%
TVS Motors

T

TVS Motors

0.04%
Bank of India

B

Bank of India

0.03%
Indus Towers Limited June 2026 Future

I

Indus Towers Limited June 2026 Future

0.03%
Indus Towers

I

Indus Towers

0.03%
Future on LIC Housing Finance Ltd

F

Future on LIC Housing Finance Ltd

0.03%
LIC Housing Finance

L

LIC Housing Finance

0.03%
SBI Life Future July 26

S

SBI Life Future July 26

0.03%
Future on Bharat Electronics Ltd

F

Future on Bharat Electronics Ltd

0.02%
Bharat Electronics

B

Bharat Electronics

0.02%
Future on Manappuram Finance Ltd

F

Future on Manappuram Finance Ltd

0.02%
Manappuram Finance

M

Manappuram Finance

0.02%
Future on Solar Industries India Ltd

F

Future on Solar Industries India Ltd

0.02%
Solar Industries

S

Solar Industries

0.02%
NTPC Future July 26

N

NTPC Future July 26

0.01%
Future on Max Healthcare Institute Ltd Ordinary Shares

F

Future on Max Healthcare Institute Ltd Ordinary Shares

0.01%
Max Healthcare Institute

M

Max Healthcare Institute

0.01%
Future on Varun Beverages Ltd

F

Future on Varun Beverages Ltd

0.01%
Varun Beverages

V

Varun Beverages

0.01%
Wipro

W

Wipro

0.01%
Union Bank of India Future June 26

U

Union Bank of India Future June 26

0.01%
Union Bank of India

U

Union Bank of India

0.01%
Future on Tata Motors

F

Future on Tata Motors

0.01%
Tata Motors Passenger Vehicles

T

Tata Motors Passenger Vehicles

0.01%
Future on Laurus Labs Ltd

F

Future on Laurus Labs Ltd

0.01%
Laurus Labs

L

Laurus Labs

0.01%
SBI Cards

S

SBI Cards

0.01%
Future on GMR Airports Ltd

F

Future on GMR Airports Ltd

0.01%
GMR Airports

G

GMR Airports

0.01%
Future on Apollo Hospitals Enterprise Ltd

F

Future on Apollo Hospitals Enterprise Ltd

0.01%
Apollo Hospitals

A

Apollo Hospitals

0.01%
The Indian Hotels Company Limited June 2026 Future

T

The Indian Hotels Company Limited June 2026 Future

0.01%
Indian Hotels Company

I

Indian Hotels Company

0.01%
Future on GAIL (India) Ltd

F

Future on GAIL (India) Ltd

0.00%
GAIL

G

GAIL

0.00%
HDFC Life Future June 26

H

HDFC Life Future June 26

0.00%
HDFC Life Insurance

H

HDFC Life Insurance

0.00%
Nmdc Limited June 2026 Future

N

Nmdc Limited June 2026 Future

0.00%
Future on Bharat Petroleum Corp Ltd

F

Future on Bharat Petroleum Corp Ltd

0.00%
NMDC

N

NMDC

0.00%
Bharat Petroleum

B

Bharat Petroleum

0.00%
Future on Bharat Heavy Electricals Ltd

F

Future on Bharat Heavy Electricals Ltd

0.00%
Bharat Heavy Electricals

B

Bharat Heavy Electricals

0.00%
Future on United Spirits Ltd

F

Future on United Spirits Ltd

0.00%
United Spirits

U

United Spirits

0.00%
Future on Inox Wind Ltd

F

Future on Inox Wind Ltd

0.00%
Inox Wind

I

Inox Wind

0.00%
Future on Godrej Properties Ltd

F

Future on Godrej Properties Ltd

0.00%
Godrej Properties

G

Godrej Properties

0.00%
Punjab National Bank Future July 26

P

Punjab National Bank Future July 26

0.00%
Future on One97 Communications Ltd

F

Future on One97 Communications Ltd

0.00%
One 97 Communications

O

One 97 Communications

0.00%
Future on Grasim Industries Ltd

F

Future on Grasim Industries Ltd

0.00%
Grasim Industries

G

Grasim Industries

0.00%
Future on Fortis Healthcare Ltd

F

Future on Fortis Healthcare Ltd

0.00%
Fortis Healthcare

F

Fortis Healthcare

0.00%
Future on Container Corporation of India Ltd

F

Future on Container Corporation of India Ltd

0.00%
Container Corporation of India

C

Container Corporation of India

0.00%
Future on DLF Ltd

F

Future on DLF Ltd

0.00%
DLF

D

DLF

0.00%
Tbill

T

Tbill

0.00%
Tbill

T

Tbill

0.00%
Tbill

T

Tbill

0.00%
NHPC

N

NHPC

0.00%
Trent

T

Trent

0.00%
Dixon Technologies

D

Dixon Technologies

0.00%
MCX

M

MCX

0.00%

Fund Comparison

Fund Details

52W High NAV

-


Min. SIP Amount

₹ 100.00


Min. Lumpsum Amount

₹ 500.00


AUM (in Cr.)

₹ 3,241.74


Expense Ratio

1.14%


Lock-in Period

No Lock in Period


52W Low NAV

-


Inception Date

29 Oct 2021


Fund Age

5 Yrs


Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index


Scheme Type

Open Ended


Stamp Duty

0.005% (from July 1st 2020)


Exit Load

  • No charges for withdrawal

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

NameQualification
Dhaval Patel
MBA (Finance), B.E (Electronics & Communication)
Viral Shah
Chartered Accountant Accountant, PGDM - Finance, SPJIMR
Jaimin llavia
M.Com, CFA

Fund Objective

The investment objective of the Scheme is to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Risk-O-Meter

Investors understand that their principal will be at

Moderately High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

NJ Mutual Fund

No. of Schemes

7

Total AUM

₹ 7,338.94 Cr

Contact Details

phone022 68940000
address

Unit No. 101A, 1st Floor,Hallmark Business Plaza,Bandra East Mumbai - 400051

FAQs

NJ Balanced Advantage Fund was launched on 29 Oct 2021.
The current NAV of NJ Balanced Advantage Fund is ₹14.1300 as of 30 Oct 2026.
The latest value of AUM of NJ Balanced Advantage Fund is ₹3,241.74 crores as of 30 Oct 2026.
The return on investment of NJ Balanced Advantage Fund is:
  • In the past 1Y: -1.53%
  • In the past 3Y: 7.67%
  • In the past 5Y: 7.16%
The expense ratio of NJ Balanced Advantage Fund is 1.14%.
The exit load of NJ Balanced Advantage Fund is as follows:
No charges for withdrawal
The portfolio of NJ Balanced Advantage Fund includes:
  1. HDFC Bank: 6.13%
  2. Reliance Industries: 4.34%
  3. Eicher Motors: 3.52%
  4. Marico: 3.45%
  5. ICICI Bank: 3.32%

Top 3 sectoral holdings include:
  1. Others: 59.13%
  2. Financial Services: 21.75%
  3. Healthcare: 17.78%
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of NJ Balanced Advantage Fund is Moderately High.
The fund manager of NJ Balanced Advantage Fund is Dhaval Patel, Viral Shah, Jaimin llavia.
If you wish to invest in NJ Balanced Advantage Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹500.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in NJ Balanced Advantage Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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Disclaimer: All communications with the client via chat, phone, or email are for support purposes only. Any commitments or statements made by the agent (human or virtual) shall not be binding on the company.


DHAN is a brand owned by Raise Securities Private Limited. All DHAN clients are registered under Raise Securities Private Limited. Clients are advised to refer to our company as Raise Securities Private Limited when communicating with regulatory authorities.


Procedure to file a complaint on SEBI SCORES/SMART ODR Portal: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances. You may refer the website https://scores.sebi.gov.in/ for more information. You may also download the SEBI Scores app to log a complaint Android: https://play.google.com›store›apps›sebiscores iOS: https://apps.apple.com›app›sebiscores.


Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit


Attention investors:

  1. Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
  2. Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

SEBI presents Samajh Se Investing Simple:

  • Understand Before You Invest
  • Choose Regulated Investment Products
  • Start Early, Stay Invested
  • Beware of Investment Frauds

Reporting of Short Sell Transactions by Clients:

Clients must report any short sale transaction, by emailing help@dhan.co with the subject “Reporting of Short Sell” on the same day.


Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.


Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website. Issued in the interest of the investors.


Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account. Raise Securities Private Limited (Dhan) does not engage in proprietary trading on its own account.


Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/


Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX


Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets


Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | Investor Charter for Research Analyst | UCC Advisory | e-Voting for Shareholders | NCL Client Collateral details | MCXCCL Client Collateral details

Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Grievances RA | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Referral Terms & Conditions | Saarthi 2.0 Mobile App for Investors | Master Circular for Online Dispute Resolution