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Fund Overview of Nj Momentum Fund Regular-IDCW
-
₹365.1 CrAUM
-
₹9.85NAV
-
3.22%Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
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
Nj Momentum Fund Regular-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.18% | NA | NA |
As on Thu Nov 05, 2026
Asset Allocation of Nj Momentum Fund Regular-IDCW
equities
99.29%debt instruments
1.09%Large Cap: 28.09%
Mid Cap: 37.91%
Small Cap: 34.01%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
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 3.22%.
About FundAbout Nj Momentum Fund Regular-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 -1.50%.
Based on investment horizon investors often compare best sip investment during their long-term financial strategy.
Nj Momentum Fund Regular-IDCW Fund Details
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Compare Mutual Funds
Nj Momentum Fund Regular-IDCW Fund Returns Comparison
Compare Nj Momentum Fund Regular-IDCW with other mutual funds in the same category
Nj Momentum Fund Regular-IDCW
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
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Top Performing Mutual Funds
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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 Direct-Growth
|
₹365 | 1.12% | -1.88% | - | - | - |
|
Nj Momentum Fund Regular-Growth
|
₹365 | 1.03% | -2.18% | - | - | - |
|
Nj Momentum Fund Direct-IDCW
|
₹365 | 1.12% | -1.88% | - | - | - |
growth is based on 1-month returns of the fundsNj Momentum Fund Regular-IDCW Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
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Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹7,962 | ₹20.18 | 9.42% | 7.57% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹7,962 | ₹20.75 | 9.94% | 8.09% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,114 | ₹22.00 | 10.70% | 9.31% | - |
Top funds are based on Fund AUM
Nj Momentum Fund Regular-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Welspun Corp Ltd | Materials | 6.72% | ₹24.53 Cr |
| Welspun Corp Ltd | Materials | 6.72% | ₹24.53 Cr |
| Welspun Corp Ltd | Materials | 6.72% | ₹24.53 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 |
| Welspun Corp Ltd | Materials | 5.68% | ₹19.45 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.68% | ₹17.09 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.68% | ₹17.09 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.68% | ₹17.09 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 |
| Kirloskar Oil Engines Ltd | Industrials | 4.30% | ₹15.68 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 4.30% | ₹15.68 Cr |
View More
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹22.00 | 10.70% | 9.31% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.08 | 9.87% | 9.07% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹18.36 | 10.50% | 9.06% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹18.36 | 10.50% | 9.06% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth |
₹14.94 | 10.14% | 8.80% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW |
₹14.73 | 10.14% | 8.80% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.91 | 10.10% | 8.59% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.91 | 10.10% | 8.59% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Nj Momentum Fund Regular-IDCW
What is the current AUM of Nj Momentum Fund Regular-IDCW?
As of Wed Sep 30, 2026, Nj Momentum Fund Regular-IDCW manages assets worth ₹365.1 crore
What is the portfolio composition of Nj Momentum Fund Regular-IDCW?
Equity: 99.29%, Debt: 1.09%, Others: -0.38%.
What is the market-cap allocation of Nj Momentum Fund Regular-IDCW?
Large Cap: 28.09%, Mid Cap: 37.91%, Small Cap: 34.01%.
Which are the top companies Nj Momentum Fund Regular-IDCW 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 Regular-IDCW 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
