Which funds are similar to NJ Momentum Fund Direct-Growth?
Funds similar to NJ Momentum Fund Direct-Growth in the Equity: Thematic-Factor-based category include UTI Nifty200 Momentum 30 Index Fund Direct-Growth, SBI Quality Fund Direct-Growth, and ICICI Prudential Quality Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of NJ Momentum Fund Direct-Growth in its category?
The category rank of NJ Momentum Fund Direct-Growth is shown in the Trailing Returns section above.
How does NJ Momentum Fund Direct-Growth's expense ratio compare to similar funds?
NJ Momentum Fund Direct-Growth has an expense ratio of 2.57%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 0.89% and SBI Quality Fund Direct-Growth has 1.31%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does NJ Momentum Fund Direct-Growth's AUM compare to similar funds?
The AUM of NJ Momentum Fund Direct-Growth is shown in the Scheme Overview section above.
Which fund has the best 3-year returns in the Equity: Thematic-Factor-based?
The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Samco Active Momentum Fund Direct-Growth with a CAGR of 15.53% as of 6 Sep 2026. NJ Momentum Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does NJ Momentum Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of NJ Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
