Mutual Funds

NJ Momentum Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

10.14 -0.08
NAV(₹) as on 11/9/2026

-0.78%
1D

-
1Y

-
3Y

-
5Y

NJ Momentum Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.5	Launch Date: 30 Jul 2026
Exit Load: NIL	AUM: ₹ 342.68 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 10.51	Min. Investment: SIP : ₹ 100.00 Lumpsum : ₹ 500.00
Scheme Benchmark: NA
Fund Manager: Viral Shah ,Dhaval Patel ,Jaimin Ilavia

FUND 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.

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 31/8/2026		0.71 %		99.29 %

TOP HOLDINGS

Welspun Corp Ltd.

5.68 %

Multi Commodity Exchange Of India Ltd.

4.63 %

Titan Company Ltd.

4.10 %

Laurus Labs Ltd.

3.92 %

Shriram Finance Ltd.

3.89 %

Kirloskar Oil Engines Ltd.

3.76 %

Bharat Forge Ltd.

3.75 %

Torrent Pharmaceuticals Ltd.

3.68 %

The Federal Bank Ltd.

3.64 %

Lupin Ltd.

3.37 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

19.15 %

Bank - Private

7.76 %

Finance - NBFC

7.09 %

Auto Ancillary

6.10 %

Diesel Engines

6.02 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year
NAV (-)
Net Assets (Rs Crores)
Scheme Returns(%)(Absolute)
B'mark Returns(%)(Absolute)
Category Rank

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.65 +-0.04	14/10/2025	₹ 41.14	-	-	-	-3.48%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.95 +-0.03	30/10/2024	₹ 51.61	-5.43%	-	-	-0.25%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.84 +0.04	14/8/2025	₹ 92.11	23.50%	-	-	26.14%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.91 +-0.01	20/12/2024	₹ 127.03	-1.69%	-	-	-0.52%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.26 +0.04	6/6/2024	₹ 127.06	4.75%	-	-	-3.34%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.91 +-0.02	9/12/2024	₹ 162.68	3.33%	-	-	-12.52%
JioBlackRock Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.75 +-0.03	17/8/2026	₹ 166.92	-	-	-	-2.46%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.92 +0.02	9/3/2026	₹ 116.38	-	-	-	9.20%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.63 +-0.04	6/6/2024	₹ 255.85	-1.11%	-	-	-1.64%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.97 +-0.03	30/1/2026	₹ 262.96	-	-	-	9.73%