Fund Overview of Nj Momentum Fund Direct-IDCW
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₹342.7 CrAUM
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₹10.12NAV
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2.57%Expense Ratio
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.
Asset Allocation of Nj Momentum Fund Direct-IDCW
equities
99.29%debt instruments
1.09%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 ₹342.7 crore as on Mon Aug 31, 2026. The expense ratio stands at 2.57%.About Nj Momentum Fund Direct-IDCW
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 1.20%.
As evaluating financial products individuals also compare best sip to invest based on financial goals.
Nj Momentum Fund Direct-IDCW Fund Details
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Compare Nj Momentum Fund Direct-IDCW with other mutual funds in the same category
Nj Momentum Fund Direct-IDCW
UTI Nifty200 Momentum 30 Index Fund Direct-Growth
UTI Nifty200 Momentum 30 Index Fund Regular-Growth
Top Performing Mutual Funds
More funds from NJ Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Nj Momentum Fund Direct-Growth
|
₹343 | -0.69% | - | - | - | - |
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Nj Momentum Fund Regular-Growth
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₹343 | -0.88% | - | - | - | - |
|
Nj Momentum Fund Regular-IDCW
|
₹343 | -0.88% | - | - | - | - |
Nj Momentum Fund Direct-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹8,513 | ₹20.46 | 9.96% | 9.02% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹8,513 | ₹21.02 | 10.48% | 9.55% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,414 | ₹21.39 | 9.28% | 8.18% | - |
Nj Momentum Fund Direct-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Welspun Corp Ltd | Materials | 5.68% | ₹19.45 Cr |
| Welspun Corp Ltd | Materials | 5.68% | ₹19.45 Cr |
| Welspun Corp Ltd | Materials | 5.68% | ₹19.45 Cr |
| Welspun Corp Ltd | Materials | 5.68% | ₹19.45 Cr |
| Welspun Corp Ltd | Materials | 5.68% | ₹19.45 Cr |
| Welspun Corp Ltd | Materials | 5.68% | ₹19.45 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.63% | ₹15.86 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.63% | ₹15.86 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.63% | ₹15.86 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.63% | ₹15.86 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.63% | ₹15.86 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.63% | ₹15.86 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.10% | ₹14.06 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.10% | ₹14.06 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.10% | ₹14.06 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.10% | ₹14.06 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.10% | ₹14.06 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.10% | ₹14.06 Cr |
| Laurus Labs Ltd | Healthcare | 3.92% | ₹13.44 Cr |
| Laurus Labs Ltd | Healthcare | 3.92% | ₹13.44 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹21.02 | 10.48% | 9.55% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹20.46 | 9.96% | 9.02% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.04 | 10.13% | 8.20% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹21.39 | 9.28% | 8.18% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.93% | 7.95% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.93% | 7.95% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹17.85 | 9.04% | 7.94% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹17.85 | 9.04% | 7.94% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.42 | 8.65% | 7.47% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.42 | 8.65% | 7.47% | - |
Frequently Asked Questions
Nj Momentum Fund Direct-IDCW
What is the current AUM of Nj Momentum Fund Direct-IDCW?
As of Mon Aug 31, 2026, Nj Momentum Fund Direct-IDCW manages assets worth ₹342.7 crore
What is the long-term performance of Nj Momentum Fund Direct-IDCW?
- Since Inception: 1.20%
What is the portfolio composition of Nj Momentum Fund Direct-IDCW?
Equity: 99.29%, Debt: 1.09%, Others: -0.38%.
What is the market-cap allocation of Nj Momentum Fund Direct-IDCW?
Large Cap: 29.74%, Mid Cap: 38.38%, Small Cap: 31.88%.
Which are the top companies Nj Momentum Fund Direct-IDCW has invested in?
- Welspun Corp Ltd – 5.68% 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
- 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-IDCW focuses on?
- Materials – 34.06% of the fund's portfolio
- Financial – 27.77% of the fund's portfolio
- Consumer Discretionary – 24.61% of the fund's portfolio
- Healthcare – 7.84% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.




