4
ValueAvoid
NJ Value
NJ · Direct–Growth · rank #23 of 23 by Smart Score
Data updated
Trailing returns
1 Year
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3 Years
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5 Years
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Since launch
-7.7%
Why this score
NJ Value scores 4/100 — #23 of 23 Value fund (Avoid). The main drag is its expense ratio (better than only 2% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
Expense ratio2.39% · 2nd percentile in category
Fund size195.96 Cr · 7th percentile in category
Top holdings
1.Redington Ltd1.81%
2.The Great Eastern Shipping Company Ltd1.66%
3.Bosch Ltd1.64%
4.Samvardhana Motherson International Ltd1.55%
5.Jubilant FoodWorks Ltd1.49%
75 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.