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NJ Momentum Fund

NJ Mutual Fund · Thematic Fund

AMFI scheme code 154451 · NAV as of 2026-10-01. Stored fund data, updated 2026-10-03T06:00:06.380000.

NAV vs benchmark

NAV: 9.78 INR per unit. Interactive history and benchmark comparisons require JavaScript.
Scoring
MF-Score β€”
MF Green Score β€”
MF Black Score 61.26
Avg Q-Score 12.28
Avg Technical Upside% 230.43
Avg Analyst Upside% 8.97
Returns
Ret 1M % -4.68 peer avg -5.18 · n=59 · Thematic Fund
Ret 3M % β€” peer avg -2.46 · n=59 · Thematic Fund
Ret 6M % β€” peer avg 12.68 · n=59 · Thematic Fund
Ret YTD % β€” peer avg 2.89 · n=59 · Thematic Fund
Ret 1Y % β€” peer avg 5.39 · n=59 · Thematic Fund
CAGR 3Y % β€” peer avg 15.56 · n=59 · Thematic Fund
CAGR 5Y % β€” peer avg 12.72 · n=59 · Thematic Fund
CAGR Incep % -14.99 peer avg 9.13 · n=59 · Thematic Fund
Risk
Volatility % 12.71 peer avg 16.01 · n=59 · Thematic Fund
Max Drawdown % -5.14 peer avg -24.15 · n=59 · Thematic Fund
Sharpe β€” peer avg 0.17 · n=59 · Thematic Fund
Sortino β€” peer avg 0.2 · n=59 · Thematic Fund
Beta β€” peer avg 0.93 · n=59 · Thematic Fund
Alpha % β€” peer avg 10.54 · n=59 · Thematic Fund
Price
NAV 9.78
Cost & Info
TER % 2.57 peer avg 1.22 · n=59 · Thematic Fund
AUM (β‚Ή cr) 342.68 peer avg 1626.94 · n=59 · Thematic Fund
Mgr Tenure (yr) 0.2
Details
Category Thematic Fund
Fund House NJ Mutual Fund
Broad Type Equity
Fund Manager Dhaval Patel, Viral Shah, Jaimin Ilavia
Inception Jul 2026

Fund Information

BenchmarkNIFTY 500 Total Return Index
Fund HouseNJ Mutual Fund
PlanDirect
RiskVery High
Exit LoadNil
Min Investmentβ‚Ή500
Min SIPβ‚Ή100
NAV Date01-Oct-2026
ISININF0J8L01172

Portfolio Holdings

Holdings as of 2026-08-31.

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#Holding% of Portfolio
1 Welspun Corp LtdMaterials 5.68%
2 Multi Commodity Exchange Of India LtdFinancial 4.63%
3 Titan Company LtdConsumer Discretionary 4.1%
4 Laurus Labs LtdHealthcare 3.92%
5 Shriram Transport Finance Company LtdFinancial 3.89%
6 Kirloskar Oil Engines LtdIndustrials 3.76%
7 Bharat Forge LtdConsumer Discretionary 3.75%
8 Torrent Pharmaceuticals LtdHealthcare 3.68%
9 The Federal Bank LtdFinancial 3.64%
10 Lupin LtdHealthcare 3.37%
11 Navin Fluorine International LtdMaterials 2.81%
12 R R Kabel Ltd.Industrials 2.76%
13 Sona BLW Precision Forgings LtdConsumer Discretionary 2.59%
14 Bajaj Auto LtdConsumer Discretionary 2.58%
15 Radico Khaitan LtdConsumer Staples 2.53%
16 Aurobindo Pharma LtdHealthcare 2.53%
17 Union Bank of IndiaFinancial 2.52%
18 ABB India LtdIndustrials 2.49%
19 Eicher Motors LtdConsumer Discretionary 2.49%
20 Phoenix Mills LtdReal Estate 2.46%
21 Aditya Infotech Ltd.Technology 2.44%
22 Belrise Industries Ltd.Consumer Discretionary 2.4%
23 Ami Organics LtdHealthcare 2.37%
24 State Bank of IndiaFinancial 2.36%
25 L&T Finance Holdings LtdFinancial 2.36%
26 Granules India LtdHealthcare 2.34%
27 Karur Vysya Bank LtdFinancial 2.33%
28 Marico LtdConsumer Staples 2.31%
29 Cummins India LtdIndustrials 2.27%
30 Himadri Speciality Chemical LtdMaterials 2.15%
31 Samvardhana Motherson International LtdConsumer Discretionary 1.11%
32 Oracle Financial Services Software LtdTechnology 1.1%
33 Others CBLOUnspecified 1.09%
34 Solar Industries India LtdMaterials 1.07%
35 NMDC LtdMaterials 1.02%
36 Nestle India LtdConsumer Staples 0.97%
37 Zydus Lifesciences LtdHealthcare 0.96%
38 Bank of MaharashtraFinancial 0.95%
39 RBL Bank LtdFinancial 0.93%
40 The Jammu & Kashmir Bank LtdFinancial 0.87%
41 Manappuram Finance LtdFinancial 0.84%
42 Net PayablesUnspecified -0.38%