NJ Momentum Fund
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of companies that exhibit strong momentum.
Growthvine rating: 1/5 — ranked #182 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.88 (as of 2026-10-07) |
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| AUM | ₹343 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Dhaval Patel |
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| Exit load | 0 |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −4.51% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 29.7% |
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| Mid cap | 38.4% |
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| Small cap | 31.9% |
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Concentration
| Top 5 holdings | 22.2% |
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| Top 10 holdings | 40.4% |
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| Total holdings | 40 |
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Top holdings
- Welspun Corp Limited — 5.7%
- Multi Commodity Exchange of India Ltd — 4.6%
- Titan Company Limited — 4.1%
- Laurus Labs Limited — 3.9%
- Shriram Finance Limited — 3.9%
- Kirloskar Oil Engines Limited — 3.8%
- Bharat Forge Ltd — 3.8%
- Torrent Pharmaceuticals Ltd. — 3.7%
- Federal Bank Ltd. — 3.6%
- Lupin Ltd — 3.4%
Top sectors
- Pharma & Biotech — 19.2%
- Banking & Financial — 18.2%
- Industrial Products — 16.9%
Calendar-year track record
No calendar-year history.