Fund Tracker
SchemeNJ Mutual FundEquity Schemes - Value FundAMFI code 154455

NJ Value Fund

NAV, NJ Value Fund - Direct Plan - Growth Option₹9.500025 Sep 2026 · Source: AMFI
Total expense ratioDirect 2.39 %a year, as of 27 Sep 2026 · Source: AMFI
Equity held₹199 cr75 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

first month collected
Equity, % of fund98.6%Rest 1.4%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund14.7%as the AMC's file prints % of NAV
New—stocks, by share count
Added—stocks, by share count
Trimmed—stocks, by share count
Exited—stocks, by share count

Stocks held by month, last 12 months collected. Source: NJ Mutual Fund monthly portfolios.

Full portfolio, Aug 2026 (75 stocks)

CSV, with the 11 months before
Sector
BOSCHLTD Bosch Limited Automobile and Auto Components656₹3.3 cr1.63%
MOTHERSON Samvardhana Motherson International Limited Automobile and Auto Components1.79 lakh₹3.1 cr1.51%
JUBLFOOD Jubilant Foodworks Limited Consumer Services61,510₹3.1 cr1.51%
REDINGTON Redington Limited Services83,808₹3.0 cr1.49%
NATIONALUM National Aluminium Company Limited Metals & Mining77,008₹2.9 cr1.46%
UNIONBANK Union Bank of India Financial Services1.55 lakh₹2.9 cr1.45%
ECLERX eClerx Services Limited Services14,606₹2.9 cr1.43%
INDIANB Indian Bank Financial Services31,660₹2.8 cr1.41%
OIL Oil India Limited Oil, Gas & Consumable Fuels58,780₹2.8 cr1.41%
BAJAJ-AUTO Bajaj Auto Limited Automobile and Auto Components2,340₹2.8 cr1.41%
DLF DLF Limited Realty40,887₹2.8 cr1.40%
HINDALCO Hindalco Industries Limited Metals & Mining27,661₹2.8 cr1.39%
SYNGENE Syngene International Limited Healthcare69,854₹2.8 cr1.39%
NMDC NMDC Limited Metals & Mining3.17 lakh₹2.8 cr1.39%
HAL Hindustan Aeronautics Limited Capital Goods5,801₹2.8 cr1.38%
ZYDUSLIFE Zydus Lifesciences Limited Healthcare23,919₹2.8 cr1.38%
SUPREMEIND Supreme Industries Limited Capital Goods7,778₹2.8 cr1.37%
LT Larsen & Toubro Limited Construction6,843₹2.8 cr1.37%
OBEROIRLTY Oberoi Realty Limited Realty14,749₹2.8 cr1.37%
MAHABANK Bank of Maharashtra Financial Services3.34 lakh₹2.7 cr1.36%
TCS Tata Consultancy Services Limited Information Technology11,394₹2.7 cr1.36%
LICHSGFIN LIC Housing Finance Limited Financial Services50,629₹2.7 cr1.35%
HEROMOTOCO Hero MotoCorp Limited Automobile and Auto Components5,001₹2.7 cr1.35%
BANKINDIA Bank of India Financial Services1.92 lakh₹2.7 cr1.35%
BAJAJHLDNG Bajaj Holdings & Investment Limited Financial Services2,334₹2.7 cr1.35%
MRF MRF Limited Automobile and Auto Components203₹2.7 cr1.35%
GPIL Godawari Power And Ispat limited Capital Goods1.11 lakh₹2.7 cr1.34%
WIPRO Wipro Limited Information Technology1.47 lakh₹2.7 cr1.34%
INFY Infosys Limited Information Technology23,851₹2.7 cr1.34%
CANBK Canara Bank Financial Services2.12 lakh₹2.7 cr1.34%
KARURVYSYA Karur Vysya Bank Limited Financial Services77,337₹2.7 cr1.33%
SUNPHARMA Sun Pharmaceutical Industries Limited Healthcare13,542₹2.7 cr1.33%
CEATLTD CEAT Limited Automobile and Auto Components7,859₹2.7 cr1.33%
PNB Punjab National Bank Financial Services2.35 lakh₹2.7 cr1.33%
GODFRYPHLP Godfrey Phillips India Limited Fast Moving Consumer Goods12,635₹2.7 cr1.32%
HDFCAMC HDFC Asset Management Company Limited Financial Services10,124₹2.7 cr1.32%
IRCTC Indian Railway Catering And Tourism Corporation Limited Consumer Services55,036₹2.6 cr1.31%
ARE&M Amara Raja Energy & Mobility Limited Automobile and Auto Components29,608₹2.6 cr1.31%
GAIL GAIL (India) Limited Oil, Gas & Consumable Fuels1.49 lakh₹2.6 cr1.31%
KPITTECH KPIT Technologies Limited Information Technology45,048₹2.6 cr1.31%
RELIANCE Reliance Industries Limited Oil, Gas & Consumable Fuels20,612₹2.6 cr1.31%
CONCOR Container Corporation of India Limited Services51,297₹2.6 cr1.30%
HCLTECH HCL Technologies Limited Information Technology20,003₹2.6 cr1.30%
BANKBARODA Bank of Baroda Financial Services1.09 lakh₹2.6 cr1.29%
ASIANPAINT Asian Paints Limited Consumer Durables9,812₹2.6 cr1.29%
CAMS Computer Age Management Services Limited Financial Services33,265₹2.6 cr1.29%
GESHIP The Great Eastern Shipping Company Limited Services19,962₹2.6 cr1.29%
BSOFT BIRLASOFT LIMITED Information Technology89,143₹2.6 cr1.29%
CIPLA Cipla Limited Healthcare18,298₹2.6 cr1.28%
ONGC Oil & Natural Gas Corporation Limited Oil, Gas & Consumable Fuels1.11 lakh₹2.6 cr1.28%
JSL Jindal Stainless Limited Metals & Mining36,686₹2.6 cr1.28%
MARUTI Maruti Suzuki India Limited Automobile and Auto Components1,893₹2.6 cr1.27%
M&MFIN Mahindra & Mahindra Financial Services Limited Financial Services68,656₹2.6 cr1.27%
JKTYRE JK Tyre & Industries Limited Automobile and Auto Components67,434₹2.6 cr1.27%
NTPC NTPC Limited Power77,629₹2.5 cr1.26%
HINDPETRO Hindustan Petroleum Corporation Limited Oil, Gas & Consumable Fuels69,164₹2.5 cr1.26%
MUTHOOTFIN Muthoot Finance Limited Financial Services8,489₹2.5 cr1.25%
HINDUNILVR Hindustan Unilever Limited Fast Moving Consumer Goods12,828₹2.5 cr1.25%
J&KBANK The Jammu & Kashmir Bank Limited Financial Services1.70 lakh₹2.5 cr1.24%
POWERGRID Power Grid Corporation of India Limited Power94,835₹2.5 cr1.24%
ALKEM Alkem Laboratories Limited Healthcare4,686₹2.5 cr1.24%
COROMANDEL Coromandel International Limited Chemicals13,000₹2.5 cr1.23%
BHARTIARTL Bharti Airtel Limited Telecommunication13,669₹2.5 cr1.23%
NATCOPHARM Natco Pharma Limited Healthcare29,396₹2.5 cr1.23%
HUDCO Housing & Urban Development Corporation Limited Financial Services1.36 lakh₹2.5 cr1.23%
COLPAL Colgate Palmolive (India) Limited Fast Moving Consumer Goods12,978₹2.5 cr1.22%
ITC ITC Limited Fast Moving Consumer Goods95,932₹2.5 cr1.22%
ZENSARTECH Zensar Technologies Limited Information Technology53,070₹2.4 cr1.21%
LUPIN Lupin Limited Healthcare11,162₹2.4 cr1.21%
DABUR Dabur India Limited Fast Moving Consumer Goods63,962₹2.4 cr1.21%
IEX Indian Energy Exchange Limited Financial Services2.00 lakh₹2.4 cr1.20%
PAGEIND Page Industries Limited Textiles667₹2.4 cr1.18%
PIIND PI Industries Limited Chemicals9,798₹2.3 cr1.15%
RECLTD REC Limited Financial Services71,012₹2.3 cr1.14%
PFC Power Finance Corporation Limited Financial Services62,445₹2.1 cr1.04%

Equity rows as disclosed, Aug 2026. Source: NJ Mutual Fund monthly portfolio.

Sectors, Aug 2026

% of equity held
  1. Financial Services
    24.9%
  2. Automobile and Auto Components
    12.6%
  3. Information Technology
    9.3%
  4. Healthcare
    9.2%
  5. Oil, Gas & Consumable Fuels
    6.6%
  6. Fast Moving Consumer Goods
    6.3%
  7. Metals & Mining
    5.6%
  8. Services
    5.6%
  9. Capital Goods
    4.2%
  10. Consumer Services
    2.9%
  11. Realty
    2.8%
  12. Power
    2.5%
  13. Chemicals
    2.4%
  14. Construction
    1.4%
  15. Consumer Durables
    1.3%
  16. Telecommunication
    1.2%
  17. Textiles
    1.2%

AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: NJ Mutual Fund monthly portfolio; AMFI.

Large, mid and small cap, Aug 2026

% of equity held
  1. Large Cap
    41.4%
  2. Mid Cap
    34.4%
  3. Small Cap
    24.1%

AMFI's list of Jun 2026. Source: NJ Mutual Fund monthly portfolio; AMFI.

Returns, NJ Value Fund - Direct Plan - Growth Option

NAV to NAV · Source: AMFI
PeriodReturnFromTo
Since first NAV−5.38 % in total 3 Aug 2026 · NAV ₹10.040025 Sep 2026 · NAV ₹9.5000

Past performance may not be sustained in future.

Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 154456).

Other schemes of NJ Mutual Fund (5)

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