NJ Momentum Fund - Direct Growth
NJ Asset Management Private Limited · Direct Plan · Growth
Fund overview
NIL
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | — | — |
| 3 Years | ₹1,000 | — | — |
| 5 Years | ₹1,000 | — | — |
Historical returns aren't available in the current data feed yet — projections will appear once the returns API is live. Mutual fund investments are subject to market risks.
Holdings
40 securitiesTop 10 holdings make up 37.9% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Welspun Corp Ltd | Industrial Products | Small Cap | 6.72% |
| Multi Commodity Exchange of India Ltd | Capital Markets | Mid Cap | 4.68% |
| Kirloskar Oil Engines Ltd | Industrial Products | Small Cap | 4.30% |
| Laurus Labs Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 4.22% |
| Titan Company Ltd | Consumer Durables | Large Cap | 3.84% |
| Torrent Pharmaceuticals Ltd | Pharmaceuticals & Biotechnology | Large Cap | 3.63% |
| Shriram Finance Ltd | Financial Services | Large Cap | 3.58% |
| Bharat Forge Ltd | Auto Components | Mid Cap | 3.57% |
| Federal Bank Ltd | Banks | Mid Cap | 3.38% |
| Lupin Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 3.26% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹365 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹364 Cr
Exit load, stamp duty & tax
30-Jul-26
NIL
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Predominantly Investing In Equity And Equity Related Instruments Of Companies That Exhibit Strong Momentum. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund house
NJ Asset Management Private Limited
Frequently asked questions
What is the NAV of NJ Momentum Fund - Direct Growth?
The NAV of NJ Momentum Fund - Direct Growth is ₹9.51 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by NJ Momentum Fund - Direct Growth?
The expense ratio charged by NJ Momentum Fund - Direct Growth is 2.57%.
What is the Min. SIP of NJ Momentum Fund - Direct Growth?
The minimum SIP investment in NJ Momentum Fund - Direct Growth is ₹100 per month.
What is the Min. Lumpsum of NJ Momentum Fund - Direct Growth?
The minimum lumpsum investment in NJ Momentum Fund - Direct Growth is ₹500.
What is the Exit Load of NJ Momentum Fund - Direct Growth?
The exit load for NJ Momentum Fund - Direct Growth is: NIL
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