NJ Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

NJ Momentum Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹343 Cr

Lock In Period

N/A

Expense Ratio

2.5

Exit Load

Nil

Benchmark

NIfty 500 Total Return

NJ Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.79-1.065.80
6M0.003.8134.42
1Y0.003.8042.93
3Y0.0013.42196.29

Portfolio Analysis

  • Equity: 99.33%
  • Debt: 0.71%
  • Others
As on: 2026-08-31
View allocation % by

1. Laurus Labs Limited3.92%
2. Torrent Pharmaceuticals Limited3.68%
3. Lupin Limited3.37%
4. Aurobindo Pharma Limited2.53%
5. Acutaas Chemicals Limited2.37%
6. Granules India Limited2.34%
7. Zydus Lifesciences Limited0.96%

1. The Federal Bank Limited3.64%
2. Karur Vysya Bank Limited2.33%
3. RBL Bank Limited0.93%
4. The Jammu & Kashmir Bank Limited0.87%

1. Shriram Finance Limited3.89%
2. L&T Finance Limited2.36%
3. Manappuram Finance Limited0.84%

1. Bharat Forge Limited3.75%
2. Sona BLW Precision Forgings Limited2.59%

1. Kirloskar Oil Engines Limited3.76%
2. Cummins India Limited2.27%

1. Union Bank of India2.52%
2. State Bank of India2.36%
3. Bank of Maharashtra0.95%

1. Welspun Corp Limited5.68%

1. Bajaj Auto Limited2.58%
2. Eicher Motors Limited2.49%

1. Multi Commodity Exchange of India Limited4.63%

1. Titan Company Limited4.10%

1. Navin Fluorine International Limited2.81%

1. R R Kabel Limited2.76%

1. Radico Khaitan Limited2.53%

1. ABB India Limited2.49%

1. The Phoenix Mills Limited2.46%

1. Aditya Infotech Limited2.44%

1. Belrise Industries Ltd.2.40%

1. Marico Limited2.31%

1. Himadri Speciality Chemical Limited2.15%

1. Samvardhana Motherson International Limited1.11%

1. Oracle Financial Services Software Limited1.10%

1. Solar Industries India Limited1.07%

1. NMDC Limited1.02%
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About Fund NJ Momentum Fund Growth

NJ Momentum Fund Growth managed by NJ Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹343 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.5. Under the expert guidance of Viral Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Viral Shah

Mr. Viral Shah by qualification is B.E. MBA (Finance). He has more than 16 years of experience in financial services. Mr. Shah has started his career with NJ Group and has been Principal Officer for PMS segment with NJ Asset Management for more than 10 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Quality Fund Growth00 CR
JioBlackRock Sector Rotation Fund - Growth0166 CR
NJ Momentum Fund Growth0342 CR2.5
ICICI Prudential Transportation and Logistics Fund Growth24,119 CR2.08
HDFC Transportation and Logistics Fund Growth02,115 CR2.13
Fund Name1Y3Y
This FundMotilal Oswal Quality Fund Growth00
This FundJioBlackRock Sector Rotation Fund - Growth00
This FundNJ Momentum Fund Growth00
This FundICICI Prudential Transportation and Logistics Fund Growth2.386868.5646
This FundHDFC Transportation and Logistics Fund Growth3.613580.7584

NJ Momentum Fund Growth FAQs

NJ Momentum Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of NJ Momentum Fund Growth is 2.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

NJ Momentum Fund Growth’s fund performance is as follows:
  • 1 Month : -4.79%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of NJ Momentum Fund Growth are updated daily based on NAV of ₹ 9.75 as on Oct 05,2026. Since inception, the return has been 0.00%.

You can invest in NJ Momentum Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of NJ Momentum Fund Growth is ₹343 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in NJ Momentum Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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