Mutual Funds Managed by Dhaval Patel
Updated June 2026 · 5 active funds · data from AMFI NAVs
Dhaval Patel manages or co-manages 5 mutual fund schemes tracked on FindMF, across NJ. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | NJ Balanced Advantage Fund NJ | -2.03% | +9.94% | - | 0.14 | -14.7% | 0.63% | ₹3.6K Cr |
| 2 | NJ Arbitrage Fund NJ | +6.23% | +7.03% | - | - | -0.3% | 0.34% | ₹268 Cr |
| 3 | NJ Overnight Fund NJ | +5.27% | +6.14% | - | - | 0.0% | 0.10% | ₹369 Cr |
| 4 | NJ Flexi Cap Fund NJ | -6.37% | - | - | 0.24 | -26.7% | 0.67% | ₹2.5K Cr |
| 5 | NJ ELSS Tax Saver Scheme NJ | -6.79% | - | - | 0.37 | -22.8% | 0.67% | ₹311 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.