Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    NJ Momentum
  • Opening:
    10th July 2026
  • Closing:
    24th July 2026
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    Nil
  • Thereafter:
    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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Simple enough idea but the competetion is tough.