Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of NJ Momentum Fund Regular-Growth
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Other details of NJ Momentum Fund Regular-Growth
Assets
₹-- Cr
Exit Load (Days)
--
Min. Investment (₹)
500
Min. Withdrawal (₹)
--
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About NJ Momentum Fund Regular-Growth
NJ Momentum Fund Regular-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.
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of companies that exhibit strong momentum. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.
Suitability
Factor-based funds are suitable for investors:
- Seeking exposure to stocks selected based on one or more factors (Quality, Momentum, Alpha, Low Volatility)
- 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
FAQ for NJ Momentum Fund Regular-Growth
How to Invest in NJ Momentum Fund Regular-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of NJ Momentum Fund Regular-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 Momentum Fund Regular-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 Momentum Fund Regular-Growth in the last 5 years?
Over the past five years, NJ Momentum Fund Regular-Growth has delivered an annualised return of % as of 15-Jul-2026.
What is the minimum investment required in NJ Momentum Fund Regular-Growth?
The minimum investment required to start investing in NJ Momentum Fund Regular-Growth is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.