NJ Momentum Fund - Regular Growth
Fund House: NJ Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 03-08-2026 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: - |
| Turn over: - | Exit Load: Nil |
10.07
0.03 (0.2979%)
0.3%
Benchmark: 12.21%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| NJ Momentum Fund - Regular Growth | 03-08-2026 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 26.73 | 15.74 | 39.06 | - | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 20.02 | 11.82 | 16.6 | 11.54 | - |
| HSBC India Export Opportunities Fund - Regular Growth | 25-09-2024 | 19.24 | - | - | - | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 16.86 | 3.78 | - | - | - |
| SBI Comma Fund - Regular Plan - Growth | 05-08-2005 | 14.17 | 8.31 | 17.73 | 11.13 | 15.28 |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 13.5 | 9.89 | 17.26 | 13.45 | - |
| Quant Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | 11.64 | -0.64 | - | - | - |
| ICICI Prudential Quality Fund - Growth | 21-05-2025 | 8.08 | - | - | - | - |
| Aditya Birla Sun Life Conglomerate Fund-Regular Growth | 27-12-2024 | 7.75 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
