Capitalmind Flexi Cap Fund vs NJ Momentum Fund
Direct Plan, Growth option · Data as on 30-10-2026
Capitalmind Flexi Cap Fund is a Flexi Cap fund and NJ Momentum Fund is a Thematic fund. Capitalmind Flexi Cap Fund charges 1.72% a year and NJ Momentum Fund 1.72% (Direct plans). Their portfolios overlap 50.9%: they hold 20 of the same securities.
Which is better, Capitalmind Flexi Cap or NJ Momentum? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Capitalmind Flexi Cap fell less in its worst fall since 03-08-2026: −10.1% against −10.8%.
- Their portfolios overlap 50.9%: 20 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Capitalmind Flexi Cap Fund | NJ Momentum Fund |
|---|---|---|
| Fund house | Capitalmind Mutual Fund | NJ Mutual Fund |
| Category | Flexi Cap | Thematic |
| AUM | ₹462 Cr (30-09-2026) | Not available |
| NAV | ₹10.02 (Direct) | ₹9.60 (Direct) |
| Expense ratio (Direct) | 1.72% | 1.72% |
| Expense ratio (Regular) | 3.16% | 3.51% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Launch date | 29-07-2025 | 30-07-2026 |
| Minimum investment | ₹5,000 | ₹500 |
| Lock in | None | None |
| Fund managers | Anoop Vijaykumar, Prateek Jain, Divyansh Agnani | Dhaval Patel, Viral Shah, Jaimin Ilavia |
| Exit load | Exit load of 1%, if redeemed within 1 months. | Nil |
Capitalmind Flexi Cap vs NJ Momentum: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Capitalmind Flexi Cap Fund (Direct) | −1.34% | −0.93% | −0.21% | −1.31% | -- | -- | -- |
| NJ Momentum Fund (Direct) | −3.42% | -- | -- | -- | -- | -- | -- |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | −3.58% | -- | -- | -- |
| Thematic average | −2.09% | -- | -- | -- | -- | -- | -- |
Category average: the average of the 46 Flexi Cap funds and the 235 Thematic funds, same plan type.
Capitalmind Flexi Cap vs NJ Momentum: Year-wise Returns
| Year | Capitalmind Flexi CapCapitalmind Flexi Cap | NJ MomentumNJ Momentum | Nifty 500 TRI |
|---|---|---|---|
| 2026to date | −2.48% | -- | −7.51% |
Capitalmind Flexi Cap vs NJ Momentum: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of both
Capitalmind Flexi Cap vs NJ Momentum: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Capitalmind Flexi Cap Fund (Direct) | NJ Momentum Fund (Direct) |
|---|---|---|
| Return (CAGR) | +1.00% | −16.97% |
| Standard deviation | 12.12% | 16.11% |
| Sharpe ratio | -0.36 | -1.38 |
| Sortino ratio | -0.46 | -1.73 |
| Maximum drawdown | −10.1% (23-10-2026) | −10.8% (23-10-2026) |
| Beta | 0.74 | 1.16 |
| Alpha | +1.01% | +17.26% |
From daily NAVs, 06-08-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Capitalmind Flexi Cap Fund (Direct)
NJ Momentum Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Capitalmind Flexi Cap Fund (Direct) | −10.1% | 31-08-2026 | 23-10-2026 | Not yet | -- | −5.8% |
| NJ Momentum Fund (Direct) | −10.8% | 31-08-2026 | 23-10-2026 | Not yet | -- | −6.9% |
| Nifty 500 TRI | −9.9% | 03-08-2026 | 23-10-2026 | Not yet | -- | −7.9% |
From daily values since 03-08-2026, the first day every fund has.
Capitalmind Flexi Cap vs NJ Momentum: Portfolio Overlap
From each fund's latest monthly portfolio: Capitalmind Flexi Cap Fund, September 2026; NJ Momentum Fund, September 2026
Holdings in common
- Overlap
- 50.9%
- Held by both
- 20
- Only in Capitalmind Flexi Cap
- 11
- Only in NJ Momentum
- 20
| Security | % of Capitalmind Flexi Cap | % of NJ Momentum |
|---|---|---|
| Welspun Corp Limited | 6.31% | 6.72% |
| Laurus Labs Limited | 4.42% | 4.22% |
| Torrent Pharmaceuticals Limited | 3.47% | 3.63% |
| The Federal Bank Limited | 3.65% | 3.38% |
| Multi Commodity Exchange of India Limited | 3.28% | 4.68% |
| Titan Company Limited | 3.03% | 3.84% |
| Bharat Forge Limited | 2.88% | 3.57% |
| Sona BLW Precision Forgings Limited | 3.05% | 2.75% |
| Radico Khaitan Limited | 3.21% | 2.57% |
| Aurobindo Pharma Limited | 2.95% | 2.56% |
| Granules India Limited | 3.20% | 2.49% |
| R R Kabel Limited | 3.54% | 2.47% |
| Bajaj Auto Limited | 3.18% | 2.41% |
| Himadri Speciality Chemical Limited | 2.77% | 2.30% |
| Karur Vysya Bank Limited | 3.33% | 2.26% |
| Samvardhana Motherson International Limited | 3.16% | 1.11% |
| RBL Bank Limited | 3.07% | 1.03% |
| Zydus Lifesciences Limited | 2.76% | 1.00% |
| Bank of Maharashtra | 3.79% | 0.95% |
| Oracle Financial Services Software Limited | 0.43% | 0.97% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 50.9% means 50.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Capitalmind Flexi Cap Fund
| Security | % of fund |
|---|---|
| Divi's Laboratories Limited | 3.90% |
| The Karnataka Bank Limited | 3.30% |
| Anand Rathi Wealth Limited | 3.28% |
| Bosch Limited | 3.06% |
| Sai Life Sciences Limited | 3.02% |
Largest holdings only in NJ Momentum Fund
| Security | % of fund |
|---|---|
| Kirloskar Oil Engines Limited | 4.30% |
| Shriram Finance Limited | 3.58% |
| Lupin Limited | 3.26% |
| Navin Fluorine International Limited | 2.78% |
| Aditya Infotech Limited | 2.74% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Capitalmind Flexi Cap | NJ Momentum |
|---|---|---|
| Equity | 96.0% | 99.7% |
| Debt | 0.1% | 0.0% |
| Cash and others | 3.9% | 0.3% |
Market cap of stocks
| Market cap | Capitalmind Flexi Cap | NJ Momentum |
|---|---|---|
| Large Cap | 22.1% | 28.0% |
| Mid Cap | 39.1% | 37.8% |
| Small Cap | 34.8% | 33.9% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Capitalmind Flexi Cap | NJ Momentum |
|---|---|---|
| Pharmaceuticals & Biotechnology | 26.5% | 19.7% |
| Banks | 17.1% | 13.1% |
| Industrial Products | 9.8% | 15.7% |
| Auto Components | 12.2% | 10.0% |
| Capital Markets | 6.6% | 4.7% |
| Finance | 3.0% | 6.4% |
| Chemicals & Petrochemicals | 2.8% | 6.2% |
| Beverages | 3.2% | 2.6% |
The six largest sectors of each fund's stocks, % of the fund.
Capitalmind Flexi Cap vs NJ Momentum: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Capitalmind Flexi Cap Fund | NJ Momentum Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.72% | 1.72% |
| Base expense ratio (Direct) | 0.83% | 0.58% |
| Total expense ratio (Regular) | 3.16% | 3.51% |
| Base expense ratio (Regular) | 2.08% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Capitalmind Flexi Cap with
Capitalmind Flexi Cap Fund vs NJ Momentum Fund: Frequently Asked Questions
What is the difference between Capitalmind Flexi Cap Fund and NJ Momentum Fund?
Capitalmind Flexi Cap Fund is a Flexi Cap fund, NJ Momentum Fund is a Thematic fund, run by Capitalmind Mutual Fund and NJ Mutual Fund. Their portfolios overlap 50.9%. Capitalmind Flexi Cap Fund charges 1.72% a year and NJ Momentum Fund 1.72%.
Which has the lower expense ratio, Capitalmind Flexi Cap Fund or NJ Momentum Fund?
Both charge 1.72% a year.
How much do Capitalmind Flexi Cap Fund and NJ Momentum Fund overlap?
50.9%. They hold 20 of the same securities, the largest shared ones being WELCORP, LAURUSLABS, TORNTPHARM. From each fund's latest monthly portfolio.
Which is riskier, Capitalmind Flexi Cap Fund or NJ Momentum Fund?
On SEBI's riskometer, Capitalmind Flexi Cap Fund is rated Very High and NJ Momentum Fund Very High. Over their common history, the standard deviation of daily returns was 12.12% and 16.11% a year.
Can I invest in both Capitalmind Flexi Cap Fund and NJ Momentum Fund?
Yes. 50.9% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Capitalmind Flexi Cap Fund and NJ Momentum Fund?
Capitalmind Flexi Cap Fund: Anoop Vijaykumar, Prateek Jain, Divyansh Agnani. NJ Momentum Fund: Dhaval Patel, Viral Shah, Jaimin Ilavia.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.