CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
NJNJ MFRegular · Growth

NJ Momentum Fund - Regular Plan - Growth

equityEquity - Thematic Fund - OtherBenchmark: NIFTY 500 - TRI
NAV · 16 Sep 2026₹9.84+0.31%
AUM₹343 Cr
Expense Ratio2.50%
CAGR—
Exit LoadNIL
Min SIP₹100
Launched2026

Investment 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 momentum. However, there is no assurance that the investment objective of the Scheme will be achieved.

Fund Mandate

Equity and Equity related instruments of companies selected based on momentum theme80%–100%
Equity and Equity related instruments of companies selected based on themes other than momentum theme0%–20%
Money market instruments, other liquid instruments, InvITs, Gold & Silver instruments and other permissible securities approved by SEBI from time to time0%–20%
Asset Allocation
Domestic Equity99.3%
Cash & Equivalents0.7%
Fund Managers
VS
Viral Shah
Fund Manager
Key Information
2.50%
₹100
₹500
NIL
Nil
Inception30 Jul 2026
AMCNJ MF
Top Holdings
1Welspun Corp LimitedIndustrial Products5.68%
2Multi Commodity Exchange of India LimitedCapital Markets4.63%
3Titan Company LimitedConsumer Durables4.10%
4Laurus Labs LimitedPharmaceuticals & Biotechnology3.92%
5Shriram Finance LimitedFinance3.89%
6Kirloskar Oil Engines LimitedIndustrial Products3.76%
7Bharat Forge LimitedAuto Components3.75%
8Torrent Pharmaceuticals LimitedPharmaceuticals & Biotechnology3.68%
9The Federal Bank LimitedBanks3.64%
10Lupin LimitedPharmaceuticals & Biotechnology3.37%
Sector Allocation
Pharmaceuticals & Biotechnology13.5%
Industrial Products12.2%
Auto Components6.3%
Banks6.2%
Automobiles5.1%
Capital Markets4.6%
Consumer Durables4.1%
Finance3.9%
Chemicals & Petrochemicals2.8%
Beverages2.5%
Electrical Equipment2.5%
Realty2.5%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturnsCategory avg
1 Day+0.31%—
1 Week-3.92%-6.80%
1 Month-2.68%-5.17%
-1.90%+10.48%

Category avg is the average return of every scheme in this fund's SEBI class (Equity - Thematic Fund - Other) over the same period. Returns up to 1 year are absolute; returns beyond 1 year are annualised (CAGR). This is Accord's own stated convention for equity-oriented schemes.

Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
NIL
Nil
₹100
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme