FundLens
55
ValueHold

NJ Value

NJ · Direct–Growth · rank #11 of 22 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3 Years
5 Years
Since launch
-5.1%

Why this score

NJ Value scores 55/100 — #11 of 22 Value fund (Hold). It stands out for expense ratio — beating 98% of peers on expense ratio. The main drag is its fund size (better than only 7% of peers).

Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.

Expense ratio0.71% · 98th percentile in category
Fund size201.55 Cr · 7th percentile in category

Top holdings

top 5 = 7.6% of portfolio
1.Bosch Ltd1.63%
2.Samvardhana Motherson International Ltd1.51%
3.Jubilant FoodWorks Ltd1.51%
4.Redington Ltd1.49%
5.National Aluminium Company Ltd1.46%

75 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Value funds