NFO Monitor

Fund Fact

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

upto 20% Debt Nil Nil

Comparable existing schemes

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 Manager:
Experience of above 22 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Simple enough idea but the competetion is tough.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028