NJ Momentum Fund Direct Growth
Get the latest NAV of NJ Momentum Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.76
1D
NAV as on 15 Oct 2026
/per year
Since Inception
▲▼
194 people have invested ₹ 15.4L in NJ Momentum Fund in the last three months
NJ Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (15-Oct-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
NJ Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
NJ Momentum Fund Asset Allocation
See fund asset allocation details as on (14-Oct-26)
Fund Distribution
as on (14-Oct-26)
NJ Momentum Fund Sector Allocation
See fund sector allocation details as on (14-Oct-26)
Sector Allocation
NJ Momentum Fund Holdings Details
as on (30-Sep-26)
NJ Momentum Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 2.57% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹365 Cr |
| Inception Date | 30 July, 2026 |
| Min Lumpsum/SIP | ₹500/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About NJ Momentum Fund
NJ Momentum Fund Direct Growth is an equity fund. This fund was started on 30 July, 2026. The fund is managed by Jaimin Ilavia, Dhaval Patel, Viral Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- NJ Momentum Fund has ₹365 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
- The fund has an expense ratio 2.6.
Returns
NJ Momentum Fund has given a CAGR return of -2.40% since inception.
Holdings
NJ Momentum Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Health, Basic Materials, Consumer Cyclical, Consumer Defensive, Real Estate, Tech. Its top holdings are Welspun Corp Ltd, Multi Commodity Exchange of India Ltd, Kirloskar Oil Engines Ltd, Laurus Labs Ltd, Titan Co Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of NJ Momentum Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. NJ Momentum Fund has no lock in period.
Fund Manager
Jaimin Ilavia
Fund Manager of NJ Momentum Fund, since 4 August 2026
Dhaval Patel
Fund Manager of NJ Momentum Fund, since 30 July 2026
Viral Shah
Fund Manager of NJ Momentum Fund, since 30 July 2026
Frequently Asked Questions for NJ Momentum Fund Direct Growth
How do I invest in NJ Momentum Fund?
- Download the INDmoney app.
- Search for ‘NJ Momentum Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.