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Fund Overview

Nippon India Active Momentum Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

11.82

Inception Date

28-02-2025

Category

Equity - Diversified
Invest
Investment Objectives

The investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be achieved.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Nippon India Active Momentum Fund - Regular (G) 13.95 18.25
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.08 Lakh

SIP

₹ 10000 Monthly SIP Grown to 0.54 Lakh

Benchmark

1Lakh investment Grown to 1.04 Lakh

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Key Parameters
AUM(₹ Cr.) 180
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 500
Incrimental Investment(₹) 100
Expense Ratio (%) NA
Benchmark Nifty 500 TRI
Fund Manager Ashutosh Bhargava
Exit 1% If redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
ICICI Bank Equity 6.43
RBL Bank Equity 4.02
Bharat Electron Equity 3.95
HDFC Bank Equity 3.40
Bharti Airtel Equity 3.40
Hitachi Energy Equity 3.32
Axis Bank Equity 3.31
M & M Equity 3.25
UltraTech Cem. Equity 3.20
TVS Motor Co. Equity 3.09
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Nippon India Active Momentum Fund 180.01 NA NA NA 18.25 28-Feb-2025 6.4278 2.10
Motilal Oswal Multi Cap Fund 3,843.93 27.01 NA NA 35.67 18-Jun-2024 0.9662 6.91
Motilal Oswal Large Cap Fund 2,327.02 16.17 NA NA 27.18 06-Feb-2024 1.3254 3.90
Sundaram Services Fund 4,161.11 15.04 23.86 26.81 20.72 21-Sep-2018 0.9709 3.90
Invesco India Midcap Fund 6,641.11 14.75 32.33 30.37 17.17 19-Apr-2007 1.1945 4.86
WhiteOak Capital Special Opportunities Fund 943.81 14.51 NA NA 27.76 04-Jun-2024 0.4364 5.37
Motilal Oswal Large and Midcap Fund 10,840.40 13.31 33.21 29.57 23.87 17-Oct-2019 1.1944 5.55
Motilal Oswal Small Cap Fund 4,927.18 13.29 NA NA 25.71 26-Dec-2023 0.8688 5.99
Bandhan Innovation Fund 1,512.00 12.83 NA NA 22.89 30-Apr-2024 0.6806 6.20
Invesco India Large & Mid Cap Fund 7,273.57 12.27 29.59 25.66 13.75 09-Aug-2007 1.1752 4.46
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