Dhaval Patel
Dhaval Patel is named as a fund manager on 7 schemes holding ₹7,107 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 | ₹3,425 Cr | +3.65% | +10.16% | 1.09% | 2023 |
| 2 | NJ Flexi Cap Fund - Direct Plan - Growth Option | Flexi Cap Fund | ₹2,699 Cr | +1.75% | — | 0.80% | 2023 |
| 3 | NJ Overnight Fund - Direct Plan - Growth Option | Overnight Fund | ₹360 Cr | +5.25% | +6.06% | 0.08% | 2023 |
| 4 | NJ ELSS Tax Saver Scheme Direct GrowthSilver | ELSS | ₹346 Cr | +1.27% | +12.10% | 0.67% | 2023 |
| 5 | NJ Arbitrage Fund - Direct Plan - Growth Option | Arbitrage Fund | ₹278 Cr | +6.14% | +6.92% | 1.00% | 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.