Nippon India Active Momentum Fund - IDCW - Direct Plan

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  • (-1.49%)Nav, as on 08-08-2025

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  • Net Change on 08-08-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - IDCW Option Jan 15, 2019 3.82 24.00 30.40 0.61 29,718.06
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 2.31 30.97 29.99 0.49 7,375.63
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -2.20 25.79 28.94 0.72 6,602.43
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 0.11 12.94 18.01 1.33 5,665.84
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -10.31 30.82 31.99 0.53 5,418.32

Fund Holdings as on 31-July-2025

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Mahindra & Mahindra Limited

  • Bharti Airtel Limited

  • Bharat Electronics Limited

  • InterGlobe Aviation Limited

  • TVS Motor Company Limited

  • UltraTech Cement Limited

  • Coromandel International Limited

  • Multi Commodity Exchange of India Limited

  • FSN E-Commerce Ventures Limited

  • Bajaj Finance Limited

  • SBI Life Insurance Company Limited

  • Net Current Assets

  • Cholamandalam Investment and Finance Company Ltd

  • Max Financial Services Limited

  • Hitachi Energy India Limited

  • Karur Vysya Bank Limited

  • Kotak Mahindra Bank Limited

  • AU Small Finance Bank Limited

  • Welspun Corp Limited

  • One 97 Communications Limited

  • JK Cement Limited

  • L&T Finance Limited

  • RBL Bank Limited

  • Fortis Healthcare Limited

  • Coforge Limited

  • Gillette India Limited

  • Kaynes Technology India Limited

  • Divi's Laboratories Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Narayana Hrudayalaya Limited

  • DLF Limited

  • Britannia Industries Limited

  • HDFC Asset Management Company Limited

  • SRF Limited

  • PNB Housing Finance Limited

  • Navin Fluorine International Limited

  • Bharat Dynamics Limited

  • Asahi India Glass Limited

  • Triparty Repo

  • Hindustan Petroleum Corporation Limited

  • Schneider Electric Infrastructure Limited

  • Cash Margin - CCIL

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  • Bank - Private

  • Finance - NBFC

  • Cement & Construction Materials

  • Defence

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Electric Equipment

  • Chemicals

  • Airlines

  • Automobile Two & Three Wheelers

  • Fertilizers

  • Finance - Stock Broking

  • e-Commerce

  • Insurance

  • Finance - Others

  • Steel & Iron Products

  • Fintech

  • IT - Software

  • Household & Personal Products

  • Electronics - Components

  • Construction - Real Estate

  • Consumer Food

  • Finance - Asset Management

  • Finance - Housing

  • Glass

  • Refineries

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  • Cash

  • Equity

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About Nippon India Active Momentum Fund

Scheme Analysis

Nippon India Active Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Nippon India Mutual Fund. It was launched on 28-Feb-2025 and currently has an AUM of ₹221.19 crore. Nippon India Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Nippon India Active Momentum Fund ended down ₹-0.17(-1.49%)yesterday to ₹11.3044.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Nippon India Active Momentum Fund is managed by Ashutosh Bhargava .

Fund House Contact

4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W) Mumbai - 400 013

022-68087000
022-68087097