Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

NJ Momentum Fund (Direct)

NJ Mutual Fund · benchmark Nifty 500 TRI · 0.3 years old · AMFI code 154451

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Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months––––
1 year––––
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Portfolio

Welspun Corp Limited6.7%
Multi Commodity Exchange of India Limite4.7%
Kirloskar Oil Engines Limited4.3%
Laurus Labs Limited4.2%
Titan Company Limited3.8%
Torrent Pharmaceuticals Limited3.6%
Shriram Finance Limited3.6%
Bharat Forge Limited3.6%
The Federal Bank Limited3.4%
Lupin Limited3.3%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of NJ Momentum Fund (Direct plan)?

₹9.89 on 5 Nov 2026 (Growth option).

What is the expense ratio of NJ Momentum Fund (Direct)?

1.43% a year; the Regular plan's is 3.22%.

What does NJ Momentum Fund invest in?

Its largest holdings are Welspun Corp Limited, Multi Commodity Exchange of India Limite, Kirloskar Oil Engines Limited, with 40 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from NJ Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.