NJ Momentum Fund - Regular IDCW
Fund House: NJ Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 03-08-2026 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 4.36% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 365.1 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
9.7
-0.02 (-0.2062%)
-3.39%
Benchmark: 11.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 IDCW | 03-08-2026 | - | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.9%
Others
0.33%
Large Cap
27.99%
Mid Cap
37.78%
