Nippon India Active Momentum Fund - Growth - Regular Plan

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  • (-1.19%)Nav, as on 20-05-2025

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  • Net Change on 20-05-2025

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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 13.91 26.12 34.40 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.85 26.25 33.12 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.27 31.03 34.90 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Mahindra & Mahindra Limited

  • UltraTech Cement Limited

  • Hitachi Energy India Limited

  • Reliance Industries Limited

  • Bharat Electronics Limited

  • Vedanta Limited

  • Max Healthcare Institute Limited

  • InterGlobe Aviation Limited

  • United Spirits Limited

  • Divi's Laboratories Limited

  • The Indian Hotels Company Limited

  • PB Fintech Limited

  • Eicher Motors Limited

  • Dixon Technologies (India) Limited

  • Bajaj Finserv Limited

  • Mazagon Dock Shipbuilders Limited

  • SRF Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Coromandel International Limited

  • Info Edge (India) Limited

  • JK Cement Limited

  • Bajaj Finance Limited

  • Macrotech Developers Limited

  • City Union Bank Limited

  • Krishna Institute Of Medical Sciences Limited

  • PG Electroplast Limited

  • Lemon Tree Hotels Limited

  • Muthoot Finance Limited

  • Indian Bank

  • DLF Limited

  • TVS Motor Company Limited

  • Manappuram Finance Limited

  • Karur Vysya Bank Limited

  • Coforge Limited

  • SBI Life Insurance Company Limited

  • Blue Star Limited

  • Triparty Repo

  • Shriram Finance Limited

  • Persistent Systems Limited

  • Net Current Assets

  • Cash Margin - CCIL

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  • Bank - Private

  • Finance - NBFC

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Construction - Real Estate

  • Electric Equipment

  • Refineries

  • Defence

  • Metal - Non Ferrous

  • IT - Software

  • Airlines

  • Breweries & Distilleries

  • Pharmaceuticals & Drugs

  • Fintech

  • Consumer Durables - Electronics

  • Finance - Investment

  • Ship Building

  • Miscellaneous

  • Chemicals

  • Fertilizers

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Bank - Public

  • Insurance

  • Air Conditioners

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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 ₹150.24 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 ₹-0.14(-1.19%)yesterday to ₹11.2347.

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