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 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.53 (as of 2026-10-27) |
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| AUM | ₹365 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 | −11.07% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 28.1% |
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| Mid cap | 37.9% |
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| Small cap | 34.0% |
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Concentration
| Top 5 holdings | 23.8% |
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| Top 10 holdings | 41.2% |
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| Total holdings | 40 |
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Top holdings
- Welspun Corp Limited — 6.7%
- Multi Commodity Exchange of India Ltd — 4.7%
- Kirloskar Oil Engines Limited — 4.3%
- Laurus Labs Limited — 4.2%
- Titan Company Limited — 3.8%
- Torrent Pharmaceuticals Ltd. — 3.6%
- Shriram Finance Limited — 3.6%
- Bharat Forge Ltd — 3.6%
- Federal Bank Ltd. — 3.4%
- Lupin Ltd — 3.3%
Top sectors
- Pharma & Biotech — 19.7%
- Industrial Products — 18.4%
- Banking & Financial — 17.8%
Calendar-year track record
No calendar-year history.