NJ Value Fund Direct-Growth

Fund Card

Value Research Rating

Unrated

Riskometer

Very High

Value Research Opinion

New Fund

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Returns

Calculate SIP Returns of NJ Value Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

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Portfolio of NJ Value Fund Direct-Growth

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Other details of NJ Value Fund Direct-Growth

Assets

₹-- Cr

Exit Load (Days)

Min. Investment (₹)

500

Min. Withdrawal (₹)

Min. SIP Investment (₹)

100

Min. No of Cheques

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About NJ Value Fund Direct-Growth

NJ Value Fund Direct-Growth is a equity mutual fund scheme of NJ Mutual Fund. Launched on July 30, 2026, it is currently managed by Dhaval Patel and Viral Shah. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

NJ Value Fund - Direct Plan follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.

Suitability

Value-oriented funds are suitable for investors:

Seeking exposure in value/contrarian stocks for high returns
Aiming for long-term wealth creation
With a 5+ year investment horizon
Who are at ease with the market's ups and downs

Note:

Invest only through SIP

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FAQ for NJ Value Fund Direct-Growth

How to Invest in NJ Value Fund Direct-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of NJ Value Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, NJ Value Fund Direct-Growth can be bought from the NJ Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the return of NJ Value Fund Direct-Growth in the last 5 years?

Over the past five years, NJ Value Fund Direct-Growth has delivered an annualised return of % as of 15-Jul-2026.

What is the minimum investment required in NJ Value Fund Direct-Growth?

The minimum investment required to start investing in NJ Value Fund Direct-Growth is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.