Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.28% | -6.72% | – | – | – | – | – | – | – |
NAV history
About this fund
NJ Momentum Fund is a sectoral/thematic equity fund offered by NJ Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹9.44.
Further reading: How much does the category decide, and how much the fund?
Performance analysis
NJ Momentum Fund does not yet have a full one-year track record, so trailing returns are limited. The direct-plan base expense ratio is 0.58%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Services Fund Equity Scheme - Sectoral/Thematic | -3.61 | – | – | – | – | – | – | 0.46 |
| Motilal Oswal Quality Fund Equity Scheme - Sectoral/Thematic | -3.19 | – | – | – | – | – | – | – |
| Franklin India Opportunities Fund Equity Scheme - Sectoral/Thematic | -8.87 | -5.00 | -2.67 | -5.84 | 17.06 | 15.42 | 15.56 | 0.47 |
| Franklin Build India Fund Equity Scheme - Sectoral/Thematic | -6.15 | -8.87 | -11.68 | -8.52 | 12.95 | 15.86 | 15.85 | 0.83 |
| Nippon India Quant Fund Equity Scheme - Sectoral/Thematic | -5.49 | -7.52 | -7.09 | -8.00 | 11.41 | 11.22 | 13.21 | 0.45 |
| Taurus Ethical Fund Equity Scheme - Sectoral/Thematic | -4.61 | -6.18 | -5.24 | -6.53 | 7.73 | 7.88 | 11.96 | 0.90 |
| Tata Ethical Fund Equity Scheme - Sectoral/Thematic | -2.15 | -4.25 | -5.00 | -8.92 | 4.30 | 5.98 | 11.02 | 0.61 |
| DSP India T.I.G.E.R. Fund Equity Scheme - Sectoral/Thematic | -7.95 | -8.14 | -3.42 | 5.32 | 17.44 | 19.31 | 16.44 | 0.73 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| NJ Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.40 | 2.96 | 6.26 | 6.78 | – | – | 0.20 |
| NJ Overnight Fund Debt Scheme - Overnight Fund | 0.44 | 1.27 | 2.58 | 5.19 | 5.96 | – | – | 0.05 |
| NJ ELSS Tax Saver Fund Equity Scheme - ELSS | -5.64 | -6.47 | -4.21 | -7.65 | 7.60 | – | – | – |
| NJ Flexi Cap Fund Equity Scheme - Flexi Cap Fund | -3.87 | -5.49 | -1.75 | -8.32 | 8.00 | – | – | 0.41 |
| NJ Value Fund Equity Scheme - Value Fund | -3.89 | – | – | – | – | – | – | 0.58 |
| NJ Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -2.36 | -3.23 | -0.28 | -3.17 | 7.18 | – | – | 0.50 |