August 21, 2026
admin
NJ Momentum Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.10 |
| NAV IDCW (Rs.) | 10.10 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 0 Cr |
| (As on ) | |
| Expense | –% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 1.00% |
Suitable For Which Investors?
Factor-based funds are suitable for investors:
1. Seeking exposure to stocks selected based on one or more factors (Quality, Momentum, Alpha, Low Volatility)
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of companies that exhibit strong momentum.
Fund Manager:
1) Dhaval Patel
Education: Mr. Patel has done IBS from Hyderabad
Experience: Prior to joining NJ Mutual Fund, he has worked with Axis Mutual Fund, Credit Analysis & Research Ltd.
2) Jaimin Ilavia
Education: M.Com, CFA
Experience: Mr. Jaimin has Experience in dealing and portfolio management across various investment strategies of Portfolio management Services (PMS) segment in NJ AMC.
3) Viral Shah
Education: Mr. Shah has done B.E. and MBA (Finance)
Experience: 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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of NJ Momentum Fund
| Fund House | NJ Mutual Fund |
| Launch Date | 30-Jul-26 |
| Return Since Launch | 1.00% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 0 Cr |
| (As on ) | |
| Base Expense Ratio | –% |
| (As on ) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
NJ Momentum Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| NJ Momentum Dir | — | -0.49 | — | — | — | — | — | — | — | — |
| BSE 500 TRI | — | -0.43 | — | — | — | — | — | — | — | — |
Peer Comparison of NJ Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Quality Dir | Unrated | — | — | — | 0.80 | 2,525 | 9.58 | 1.00 (180) | 6M | 52.00 |
| ICICI Pru Quality Dir | Unrated | 6.67 | — | — | 0.79 | 2,158 | 7.03 | 1.00 (30) | 1Y 2M | 152.00 |
| ICICI Pru Active Momentum Dir | Unrated | 11.06 | — | — | 0.82 | 2,081 | 10.72 | 1.00 (30) | 1Y | 216.00 |
| Kotak Active Momentum Dir | Unrated | — | — | — | 0.72 | 1,625 | 13.06 | 0.50 (90) | 1Y | 189.22 |
| Quant Momentum Dir | Unrated | 8.68 | — | — | 0.83 | 1,356 | 17.91 | 1.00 (15) | 2Y 9M | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://investnow.njmutualfund.com/
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
Quicklinks