NJ Mutual Fund Launches Momentum & Value Funds: Start SIP at Rs 500

THE PIP (TL;DR)

These new funds from NJ Mutual Fund offer fresh diversification pathways for your equity investments.

• NJ Mutual Fund launched two open-ended equity schemes, the NJ Momentum Fund and NJ Value Fund, with New Fund Offers (NFOs) opening on July 10, 2026, and closing on July 24, 2026.
• The Momentum Fund targets growth trends, while the Value Fund seeks undervalued opportunities, both benchmarked against the Nifty 500 TRI.
• With a minimum subscription of just Rs 500 and no entry or exit loads, these schemes provide accessible new options for your long-term capital appreciation goals.

NJ Mutual Fund has expanded its offerings with the introduction of two distinct open-ended equity schemes: the NJ Momentum Fund and the NJ Value Fund. These New Fund Offers (NFOs), which are initial periods for new funds to gather assets, will be available for subscription starting July 10, 2026, and will conclude on July 24, 2026. This launch provides investors with fresh avenues to diversify their portfolios.

The NJ Momentum Fund is designed to identify and invest in equities demonstrating strong price momentum, aiming to capture upward market trends. Conversely, the NJ Value Fund will focus on a value investment strategy, seeking out stocks that appear undervalued by the market relative to their intrinsic worth. Both funds share the primary objective of generating long-term capital appreciation by predominantly investing in equity.

For investors considering a systematic investment plan (SIP), which allows regular investments of a fixed amount, or looking to add new strategies to their portfolio, these funds offer a low barrier to entry. There are no entry or exit loads for either scheme, meaning no fees are charged when buying or selling units, and the minimum subscription amount stands at an accessible Rs 500, with subsequent investments possible in multiples of Re. 1. Viral Shah and Dhaval Patel will manage both schemes, which are benchmarked against the Nifty 500 TRI for performance comparison.

The availability of both momentum and value-oriented funds allows investors to align their strategies with different market philosophies, whether they prefer growth-driven opportunities or seek out underpriced assets. This expansion by NJ Mutual Fund provides additional tools for building a robust and diversified long-term investment strategy, focusing on different facets of the equity market.

ONE THING TO CONSIDER TODAY

Consider reviewing your existing equity mutual fund portfolio to see if adding exposure to either momentum or value strategies aligns with your long-term financial goals and risk tolerance.