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NJ Mutual Fund

NJ Momentum Fund

NJ Mutual Fund · Direct plan · Growth

NAV
₹10.09
▲ 1.61% · 18 Sept 2026

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.06 and has returned – over a year.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

This fund does not have enough NAV history yet to show returns.

Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.6%-0.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Aug 2026.

Plan

NAV history

▲ 0.5% in the last 1Y

9.8510.110.33 Aug 202625 Aug 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years

Not enough NAV history for this period.

How it compares

NJ Momentum Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund118%61.43%1.24%₹1,128 Cr
HDFC Defence Fund21.09%37.07%0.9%₹11,478 Cr
HDFC Transportation and Logistics Fund7.35%24.8%1.09%₹2,116 Cr
SBI Healthcare Opportunities Fund20.88%24.31%18.52%1.02%₹5,796 Cr
UTI - Healthcare Fund16.82%24.15%16.09%1.28%₹1,444 Cr
LIC MF Infrastructure Fund8.97%23.9%21.88%1.35%₹1,174 Cr
NJ Momentum Fund

About NJ Momentum Fund

NJ Momentum Fund is a sectoral / thematic fund managed by NJ Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹10.09154451
DirectIDCW Payout Option₹10.09154454
RegularGrowth Option₹10.06154452
RegularIDCW Payout Option₹10.06154453

Frequently asked questions

What is the NAV of NJ Momentum Fund today?

The NAV of NJ Momentum Fund (Direct plan, Growth) is ₹10.09 and the Regular plan NAV is ₹10.06, as of 18 Sept 2026.

What returns has NJ Momentum Fund given?

Over the last year the Direct plan returned –. Past returns do not guarantee future returns.

How much has NJ Momentum Fund fallen in the past?

Its deepest fall was 4.6% from 31 Aug 2026 to 15 Sept 2026.

Which category does NJ Momentum Fund belong to?

It is a Sectoral / Thematic Fund from NJ Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from NJ Momentum Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.