Nippon India Active Momentum Fund - Growth - Regular Plan

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  • (-0.26%)Nav, as on 01-07-2025

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Fund Overview Growth | Regular 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 - Cumulative Option Jan 15, 2019 11.76 28.38 32.54 1.60 28,204.24
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 3.73 35.06 31.51 1.77 6,863.66
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.76 30.07 30.82 1.82 6,588.71
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 3.84 18.37 20.35 1.93 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -4.72 36.14 31.94 1.79 5,581.82

Fund Holdings as on 31-May-2025

  • ICICI Bank Limited

  • RBL Bank Limited

  • Bharat Electronics Limited

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • Hitachi Energy India Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • UltraTech Cement Limited

  • TVS Motor Company Limited

  • Bajaj Finance Limited

  • SBI Life Insurance Company Limited

  • InterGlobe Aviation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Divi's Laboratories Limited

  • Vedanta Limited

  • NTPC Green Energy Limited

  • PB Fintech Limited

  • Steel Authority of India Limited

  • United Spirits Limited

  • Hindustan Petroleum Corporation Limited

  • Coromandel International Limited

  • Tata Steel Limited

  • Triparty Repo

  • Net Current Assets

  • Coforge Limited

  • JK Cement Limited

  • Macrotech Developers Limited

  • Mazagon Dock Shipbuilders Limited

  • Info Edge (India) Limited

  • The Indian Hotels Company Limited

  • City Union Bank Limited

  • Lemon Tree Hotels Limited

  • Fortis Healthcare Limited

  • SRF Limited

  • Max Healthcare Institute Limited

  • Indian Bank

  • Birla Corporation Limited

  • PG Electroplast Limited

  • CEAT Limited

  • DLF Limited

  • Kaynes Technology India Limited

  • Cash Margin - CCIL

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  • Bank - Private

  • Cement & Construction Materials

  • Finance - NBFC

  • Steel & Iron Products

  • Defence

  • Miscellaneous

  • Telecommunication - Service Provider

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Insurance

  • Airlines

  • Pharmaceuticals & Drugs

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • Fintech

  • Breweries & Distilleries

  • Refineries

  • Fertilizers

  • IT - Software

  • Ship Building

  • BPO/ITeS

  • Chemicals

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Tyres & Allied

  • Electronics - Components

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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 ₹180.01 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 ₹-0.03(-0.26%)yesterday to ₹11.8823.

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