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Sep 18, 2026


Category
AUM (Cr.) 342.68
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 0.00
Sharpe Ratio 0.00
Beta Ratio 0.00
Fund Manager Viral Shah
Inception Date Jul 30, 2026
Risk Level Very High

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

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - NJ Momentum Fund - Regular (G) -0.79 0 0 0 0 0.6
Benchmark - Nifty 500 TRI -2.66 4.89 -2 10.1 9.83 0
Category Average -2.01 10.81 3.38 13.44 12.44 10.2
Category Rank 3/2 1/2 1/2 1/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 35.1910 5.03 115.09 59.23 0.00 1,128.29 2.60 500.00 invest
Nippon India Taiwan Equity Fund (G) 35.1910 5.03 115.09 59.23 0.00 1,128.29 2.60 500.00 invest
Samco Special Opportunities Fund - Regular (G) 9.2100 2.79 3.25 0.00 0.00 127.06 3.40 5,000.00 invest
Union Active Momentum Fund - Regular (G) 10.1100 2.43 17.15 0.00 0.00 535.78 3.87 1,000.00 invest
Nippon India Japan Equity Fund (IDCW) 27.9956 -1.24 25.88 19.05 8.60 352.54 2.41 5,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Welspun Corp Aug 31, 2026 19.45 5.68 0.00
Equity-Multi Comm. Exc. Aug 31, 2026 15.86 4.63 0.00
Equity-Titan Company Aug 31, 2026 14.06 4.10 0.00
Equity-Laurus Labs Aug 31, 2026 13.44 3.92 0.00
Equity-Shriram Finance Aug 31, 2026 13.32 3.89 0.00
Equity-Kirloskar Oil Aug 31, 2026 12.88 3.76 0.00
Equity-Bharat Forge Aug 31, 2026 12.85 3.75 0.00
Equity-Torrent Pharma. Aug 31, 2026 12.60 3.68 0.00
Equity-Federal Bank Aug 31, 2026 12.49 3.64 0.00
Equity-Lupin Aug 31, 2026 11.55 3.37 0.00

latest news

SCHEME DETAILS

AMC Name
NJ Mutual Fund
Fund Name
NJ Momentum Fund - Regular (G)
Contact Person
Viral Shah
Registered Address
Unit No. 101A, 1st Floor,Hallmark Business Plaza,Bandra East Mumbai - 400051
Telephone No
022 68940000
Fax No.
Email
complianceamc:njgroup.in
Website
www.njmutualfund.com