NJ Mutual Fund: equity and index funds
4 schemes in 4 categories; 0 of 4 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.
ELSS (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| NJ ELSS Tax Saver FundELSS · 3.4 yrs | B | -2.2% | 8.9% | -3.1% | 0.77% | ₹344 cr |
| NJ ELSS Tax Saver FundELSS · 3.4 yrs | C | -4.0% | 6.9% | -5.1% | 2.54% | ₹344 cr |
Flexi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| NJ Flexi Cap FundFlexi Cap · 3.2 yrs | C | -0.7% | 9.9% | -2.1% | 0.88% | ₹2,660 cr |
| NJ Flexi Cap FundFlexi Cap · 3.2 yrs | C | -2.1% | 8.2% | -3.8% | 2.27% | ₹2,660 cr |
Sectoral/Thematic (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| NJ Momentum FundThematic: Other Themes · 0.3 yrs | – | – | – | – | 1.43% | ₹230 cr |
| NJ Momentum FundThematic: Other Themes · 0.3 yrs | – | – | – | – | 3.22% | ₹230 cr |
Value / Contra (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| NJ Value FundValue / Contra · 0.3 yrs | – | – | – | – | 1.35% | ₹136 cr |
| NJ Value FundValue / Contra · 0.3 yrs | – | – | – | – | 3.14% | ₹136 cr |
Common questions
How many equity funds does NJ Mutual Fund have?
4 equity and index schemes (8 plans, Regular and Direct) across 4 categories, as of 5 Nov 2026.
How do NJ Mutual Fund funds rate?
0 of 4 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.
Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.