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Home Mf Research Nj Momentum Fund Regular Plan Growth
NJ MUTUAL FUND

Mutual Fund Research

Nj Momentum Fund - Regular Plan - Growth

NJ MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,014.69 +1.47%
Two Week 2026-10-19 ₹1,000.00 ₹998.97 -0.10%
One Month 2026-10-05 ₹1,000.00 ₹991.79 -0.82%
Three Months 2026-08-05 ₹3,000.00 ₹2,905.72 -3.14%
Since Inception 2026-07-30 ₹4,000.00 ₹3,885.14 -2.87%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Pharmaceuticals & Biotechnology 19.71%
Industrial Products 15.68%
Banks 13.08%
Auto Components 10.02%
Finance 6.43%
Chemicals & Petrochemicals 6.18%
Automobiles 4.74%
Capital Markets 4.68%
Consumer Durables 3.84%
Industrial Manufacturing 2.74%
Realty 2.61%
Beverages 2.57%
Agricultural Food & Other Products 2.30%
Electrical Equipment 2.30%
IT - Software 0.97%
Minerals & Mining 0.92%
Food Products 0.89%
Other 0.35%

Top Holdings

Company-wise portfolio exposure

Welspun Corp Limited 6.72%
Multi Commodity Exchange of India Limited 4.68%
Kirloskar Oil Engines Limited 4.30%
Laurus Labs Limited 4.22%
Titan Company Limited 3.84%
Torrent Pharmaceuticals Limited 3.63%
Shriram Finance Limited 3.58%
Bharat Forge Limited 3.57%
The Federal Bank Limited 3.38%
Lupin Limited 3.26%
Navin Fluorine International Limited 2.78%
Sona BLW Precision Forgings Limited 2.75%
Aditya Infotech Limited 2.74%
The Phoenix Mills Limited 2.61%
Belrise Industries Ltd. 2.59%
Radico Khaitan Limited 2.57%
Aurobindo Pharma Limited 2.56%
Acutaas Chemicals Limited 2.56%
Granules India Limited 2.49%
R R Kabel Limited 2.47%
Bajaj Auto Limited 2.41%
Union Bank of India 2.38%
Eicher Motors Limited 2.33%
Himadri Speciality Chemical Limited 2.30%
Marico Limited 2.30%
ABB India Limited 2.30%
Karur Vysya Bank Limited 2.26%
State Bank of India 2.23%
Cummins India Limited 2.20%
L&T Finance Limited 2.03%
Samvardhana Motherson International Limited 1.11%
Solar Industries India Limited 1.09%
RBL Bank Limited 1.03%
Zydus Lifesciences Limited 1.00%
Oracle Financial Services Software Limited 0.97%
Bank of Maharashtra 0.96%
NMDC Limited 0.92%
Nestle India Limited 0.89%
The Jammu & Kashmir Bank Limited 0.85%
Manappuram Finance Limited 0.81%
Clearing Corporation of India Ltd 0.67%
Net Receivables / (Payables) -0.32%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from NJ MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nj Arbitrage Fund - Regular Plan - Growth 5.82% 6.09% 6.14%
Nj Overnight Fund - Regular Plan - Growth 5.18% 0.00% 5.19%
Nj Overnight Fund - Regular Plan - Growth 5.10% 5.84% 5.95%
Nj Momentum Fund - Regular Plan - Growth 0.00% 0.00% -11.98%
Nj Value Fund - Regular Plan - Growth 0.00% 0.00% -26.26%
Nj Balanced Advantage Fund - Regular Plan - Growth -1.99% 6.11% 5.87%
Nj ELSS Tax Saver Fund - Regular Plan - Growth -6.28% 6.31% 8.76%
Nj Flexi Cap Fund - Regular Plan - Growth -6.33% 6.81% 7.15%

Returns are historical and do not guarantee future performance.

View All NJ MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
4.36%
Expense Ratio (Direct)
2.57%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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