NFO Monitor

Fund Facts

Name of Funds:

NJ Momentum

Opening:

10th July 2026

Closing:

24th July 2026

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments of companies that exhibit strong momentumThe investment objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments of companies that exhibit strong momentum.

Benchmark:

NIFTY 500

Fund Manager:

Viral Shah, Dhaval Patel

Asset Allocation

80-100 % Equity upto 20% Money Market

Comparable Existing Scheme

Axis Momentum

-0.91%(6M) -5.74%(1Y)

quant Momentum

11.60%(6M) 5.52%(1Y)

Fund Prognosis

Idea Distiller:

The fund focuses on factor-based momentum investing combined with quality filters. Be different in a commoditised space

Fund House AAUM:

692,232.29(in Lakhs)

Fund House AAUM:

Experience of above 22 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Simple enough idea but the competetion is tough.

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NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

Axis Momentum

quant Momentum

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

Fund

Snapshot

Company