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NJ Momentum Fund Direct Growth
NAV: 22 Oct '26
₹9.44
Min. for SIP
₹100
Fund size (AUM)
₹365.10 Cr
Expense ratio
1.72%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,473 | -3.51% |
Holdings (42)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Welspun Corp Ltd | Materials | Equity | 6.72% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.68% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 4.30% |
| Laurus Labs Ltd | Healthcare | Equity | 4.22% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.84% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 3.63% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.58% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.57% |
| The Federal Bank Ltd | Financial | Equity | 3.38% |
| Lupin Ltd | Healthcare | Equity | 3.26% |
| Navin Fluorine International Ltd | Materials | Equity | 2.78% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.75% |
| Aditya Infotech Ltd. | Technology | Equity | 2.74% |
| Phoenix Mills Ltd | Real Estate | Equity | 2.61% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 2.59% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 2.57% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.56% |
| Ami Organics Ltd | Healthcare | Equity | 2.56% |
| Granules India Ltd | Healthcare | Equity | 2.49% |
| R R Kabel Ltd. | Industrials | Equity | 2.47% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 2.41% |
| Union Bank of India | Financial | Equity | 2.38% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 2.33% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 2.30% |
| Marico Ltd | Consumer Staples | Equity | 2.30% |
| ABB India Ltd | Industrials | Equity | 2.30% |
| Karur Vysya Bank Ltd | Financial | Equity | 2.26% |
| State Bank of India | Financial | Equity | 2.23% |
| Cummins India Ltd | Industrials | Equity | 2.20% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.03% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.11% |
| Solar Industries India Ltd | Materials | Equity | 1.09% |
| RBL Bank Ltd | Financial | Equity | 1.03% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 1.00% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.97% |
| Bank of Maharashtra | Financial | Equity | 0.95% |
| NMDC Ltd | Materials | Equity | 0.92% |
| Nestle India Ltd | Consumer Staples | Equity | 0.89% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 0.85% |
| Manappuram Finance Ltd | Financial | Equity | 0.81% |
| Others CBLO | Unspecified | CBLO | 0.67% |
| Net Payables | Unspecified | Net Payables | -0.32% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -5.6% | -5.6% | -- | -5.6% |
| Category average (null null) | -6.6% | -6.6% | -5.0% | +9.6% |
| Rank (null null) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | -6.27% | +12.84% | 12,155.57 | |
 | +1.58% | +12.23% | 80,905.55 | |
| -6.26% | +10.47% | 1,623.24 | |
| -1.95% | +9.20% | 14,256.56 | |
 | -7.07% | +8.24% | 40,800.81 | |
| Compare | ||||
Fund management
DPDhaval PatelJul 2026 - PresentView details
DP
Dhaval Patel
Jul 2026 - Present
View details
VSViral ShahJul 2026 - PresentView details
VS
Viral Shah
Jul 2026 - Present
View details
JIJaimin IlaviaAug 2026 - PresentView details
JI
Jaimin Ilavia
Aug 2026 - Present
View details
About NJ Momentum Fund Direct Growth
NJ Momentum Fund Direct Growth is a -- Mutual Fund Scheme launched by NJ Mutual Fund. This scheme was made available to investors on 20 Apr 2021. Dhaval Patel is the Current Fund Manager of NJ Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,339 Cr and the Latest NAV as of 22 Oct 2026 is ₹9.44.
The NJ Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.
;
Investment Objective
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 benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)--
Total AUM₹7,338.94 Cr
Date of Incorporation20 Apr 2021
Launch Date20 Apr 2021
AddressUnit No. 101A, 1st Floor,Hallmark Business Plaza,Bandra (East), Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,