Nj Momentum Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.88%
Fund NAV

Fund Overview of Nj Momentum Fund Direct-Growth

  • ₹365.1 Cr
    AUM
  • ₹9.89
    NAV
  • 1.43%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Nj Momentum Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.88% NA NA
As on Thu Nov 05, 2026

Asset Allocation of Nj Momentum Fund Direct-Growth

equities

99.29%

debt instruments

1.09%
Large Cap: 28.09%
Mid Cap: 37.91%
Small Cap: 34.01%
Other: 0.00%
Top Holdings
Welspun Corp Ltd
6.72%
Welspun Corp Ltd
6.72%
Welspun Corp Ltd
6.72%
Welspun Corp Ltd
5.68%
Welspun Corp Ltd
5.68%
 
Top Sectors
Materials
54.22%
Financial
41.82%
Industrials
8.59%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Nj Momentum Fund Direct-Growth

Launched on 30 Jul 2026, the fund aims Capital appreciation over long term. Investment predominantly in a portfolio of equity and equity related instruments that exhibit strong momentum. It manages assets worth ₹365.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.43%.
The portfolio allocation consists of 99.29% in equities, 1.09% in debt instruments.it has delivered a return of 0.00% in the last year, a total return since inception of -1.10%.
To take informed financial choices it is useful to review best sip to invest suited to financial planning needs.

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Nj Momentum Fund Direct-Growth Fund Details

Fund Names Nj Momentum Fund Direct-Growth
Inception Date 30 Jul 2026
Lock In No Lock-in
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Nj Momentum Fund Direct-Growth Fund Returns Comparison

Compare Nj Momentum Fund Direct-Growth with other mutual funds in the same category

Nj Momentum Fund Direct-Growth

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 6.78% -3.98% -2.54% 10.70% 9.31%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,470 4.53% -5.45% -2.30% 9.87% 9.07%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from NJ Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Nj Momentum Fund Regular-Growth increase ₹365 1.03% -2.18% - - -
Nj Momentum Fund Direct-IDCW increase ₹365 1.12% -1.88% - - -
Nj Momentum Fund Regular-IDCW increase ₹365 1.03% -2.18% - - -
increase growth is based on 1-month returns of the funds

Nj Momentum Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹7,962 ₹20.18 9.42% 7.57% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹7,962 ₹20.75 9.94% 8.09% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 ₹22.00 10.70% 9.31% -
Top funds are based on Fund AUM

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Nj Momentum Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Welspun Corp LtdMaterials6.72%₹24.53 Cr
Welspun Corp LtdMaterials6.72%₹24.53 Cr
Welspun Corp LtdMaterials6.72%₹24.53 Cr
Welspun Corp LtdMaterials5.68%₹19.45 Cr
Welspun Corp LtdMaterials5.68%₹19.45 Cr
Welspun Corp LtdMaterials5.68%₹19.45 Cr
Welspun Corp LtdMaterials5.68%₹19.45 Cr
Welspun Corp LtdMaterials5.68%₹19.45 Cr
Welspun Corp LtdMaterials5.68%₹19.45 Cr
Multi Commodity Exchange Of India LtdFinancial4.68%₹17.09 Cr
Multi Commodity Exchange Of India LtdFinancial4.68%₹17.09 Cr
Multi Commodity Exchange Of India LtdFinancial4.68%₹17.09 Cr
Multi Commodity Exchange Of India LtdFinancial4.63%₹15.86 Cr
Multi Commodity Exchange Of India LtdFinancial4.63%₹15.86 Cr
Multi Commodity Exchange Of India LtdFinancial4.63%₹15.86 Cr
Multi Commodity Exchange Of India LtdFinancial4.63%₹15.86 Cr
Multi Commodity Exchange Of India LtdFinancial4.63%₹15.86 Cr
Multi Commodity Exchange Of India LtdFinancial4.63%₹15.86 Cr
Kirloskar Oil Engines LtdIndustrials4.30%₹15.68 Cr
Kirloskar Oil Engines LtdIndustrials4.30%₹15.68 Cr
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Frequently Asked Questions

Nj Momentum Fund Direct-Growth

What is the current AUM of Nj Momentum Fund Direct-Growth?

As of Wed Sep 30, 2026, Nj Momentum Fund Direct-Growth manages assets worth ₹365.1 crore

What is the portfolio composition of Nj Momentum Fund Direct-Growth?

Equity: 99.29%, Debt: 1.09%, Others: -0.38%.

What is the market-cap allocation of Nj Momentum Fund Direct-Growth?

Large Cap: 28.09%, Mid Cap: 37.91%, Small Cap: 34.01%.

Which are the top companies Nj Momentum Fund Direct-Growth has invested in?

  • Welspun Corp Ltd – 6.72% of the fund's portfolio
  • Welspun Corp Ltd – 6.72% of the fund's portfolio
  • Welspun Corp Ltd – 6.72% of the fund's portfolio
  • Welspun Corp Ltd – 5.68% of the fund's portfolio
  • Welspun Corp Ltd – 5.68% of the fund's portfolio

Which are the major sectors Nj Momentum Fund Direct-Growth focuses on?

  • Materials – 54.22% of the fund's portfolio
  • Financial – 41.82% of the fund's portfolio
  • Industrials – 8.59% of the fund's portfolio
View more FAQ's

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