MFIC › Fund managers › Dhaval Patel
Dhaval Patel
Fund manager of 7 schemes tracked by MFIC at NJ Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
7
Earliest start listed
8 Mar 2023
3Y CAGR above category median
0 of 5
AUM of these schemes
₹7,339 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| NJ Arbitrage Fund NJ Mutual Fund · Regular | Arbitrage | 8 Mar 2023 | 3.6 y | 6.0% | 6.6% | n/a | 234 |
| NJ Balanced Advantage Fund NJ Mutual Fund · Regular | Balanced Advantage | 8 Mar 2023 | 3.6 y | 6.1% | 7.5% | n/a | 3,242 |
| NJ ELSS Tax Saver Fund NJ Mutual Fund · Regular | ELSS | 19 Jun 2023 | 3.3 y | 6.6% | 9.1% | n/a | 332 |
| NJ Flexi Cap Fund NJ Mutual Fund · Regular | Flexi Cap | n/a | n/a | 7.0% | 9.7% | n/a | 2,572 |
| NJ Overnight Fund NJ Mutual Fund · Regular | Overnight | 8 Mar 2023 | 3.6 y | 5.9% | 6.0% | n/a | 398 |
| NJ Momentum Fund NJ Mutual Fund · Regular | Sectoral/Thematic | 4 Aug 2026 | 0.2 y | n/a | 11.7% | n/a | 365 |
| NJ Value Fund NJ Mutual Fund · Regular | Value | 4 Aug 2026 | 0.2 y | n/a | 10.0% | n/a | 196 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Dhaval Patel manage?
- According to the schemes' Summary Documents, Dhaval Patel is a listed fund manager of 7 schemes tracked by MFIC: NJ ELSS Tax Saver Fund, NJ Flexi Cap Fund, NJ Momentum Fund, NJ Value Fund, NJ Arbitrage Fund, NJ Balanced Advantage Fund, NJ Overnight Fund.
- Since when has Dhaval Patel managed these schemes?
- The earliest start date listed is 8 Mar 2023. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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