Dhaval Patel
Dhaval Patel is named as a fund manager on 7 schemes holding ₹6,778 Cr in assets at NJ Mutual Fund, with the earliest recorded start in 2023.
Manager names and start dates come from fund-house disclosures and cover the schemes where we hold that data. A manager is often one of several named on a scheme, so fund performance is not attributable to any single individual.
NJ Mutual Fund (7 funds)
| # | |||||||
|---|---|---|---|---|---|---|---|
| 1 | NJ Balanced Advantage Fund - Direct Plan - Growth Option | Dynamic Asset Allocation or Balanced Advantage | ₹3,242 Cr | -3.59% | +7.36% | 1.10% | 2023 |
| 2 | NJ Flexi Cap Fund - Direct Plan - Growth Option | Flexi Cap Fund | ₹2,572 Cr | -8.99% | +8.40% | 0.84% | 2023 |
| 3 | NJ Overnight Fund - Direct Plan - Growth Option | Overnight Fund | ₹398 Cr | +5.18% | +5.95% | 0.08% | 2023 |
| 4 | NJ ELSS Tax Saver Fund - Growth Option - Direct PlanBronze | ELSS | ₹332 Cr | -8.88% | +7.66% | 0.77% | 2023 |
| 5 | NJ Arbitrage Fund - Direct Plan - Growth OptionSilver | Arbitrage Fund | ₹234 Cr | +6.54% | +6.85% | 1.05% | 2023 |
| 6 | NJ Momentum Fund - Direct Growth | Thematic Fund | — | — | — | 0.71% | 2026 |
| 7 | NJ Value Fund - Direct Growth | Value Fund | — | — | — | 0.71% | 2026 |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. “Since” is the year this manager was first named on the scheme.