Nippon India Active Momentum Fund - Growth - Regular Plan

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  • 0.99 %Nav, as on 12-12-2025

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  • Net Change on 12-12-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
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 7.74 22.21 26.92 1.56 33,946.37
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -0.71 27.41 23.52 1.74 8,303.72
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 0.89 23.39 24.77 1.82 6,646.79
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 13.73 24.42 22.98 1.90 4,067.49
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -6.45 10.65 14.51 1.90 3,771.80

Fund Holdings as on 30-November-2025

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • State Bank of India

  • Mahindra & Mahindra Limited

  • Bajaj Finance Limited

  • Hitachi Energy India Limited

  • Multi Commodity Exchange of India Limited

  • FSN E-Commerce Ventures Limited

  • Bharat Electronics Limited

  • L&T Finance Limited

  • Bank of Baroda

  • TVS Motor Company Limited

  • Mphasis Limited

  • InterGlobe Aviation Limited

  • Max Financial Services Limited

  • Cummins India Limited

  • One 97 Communications Limited

  • Maruti Suzuki India Limited

  • JK Cement Limited

  • Eicher Motors Limited

  • Acme Solar Holdings Ltd

  • Samvardhana Motherson International Limited

  • Tata Steel Limited

  • Laurus Labs Limited

  • Indian Bank

  • Delhivery Limited

  • Hindustan Petroleum Corporation Limited

  • eClerx Services Limited

  • Polycab India Limited

  • Fortis Healthcare Limited

  • Radico Khaitan Limited

  • Karur Vysya Bank Limited

  • National Aluminium Company Limited

  • Asahi India Glass Limited

  • TBO Tek Limited

  • RBL Bank Limited

  • Vishal Mega Mart Limited

  • Muthoot Finance Limited

  • HDFC Asset Management Company Limited

  • Triparty Repo

  • Hyundai Motor India Ltd

  • Net Current Assets

  • TVS Motor Company Limited Preference Shares**

  • Cash Margin - CCIL

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  • Bank - Private

  • Bank - Public

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Electric Equipment

  • Finance - Stock Broking

  • e-Commerce

  • Defence

  • IT - Software

  • Airlines

  • Finance - Others

  • Diesel Engines

  • Fintech

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Auto Ancillary

  • Steel & Iron Products

  • Pharmaceuticals & Drugs

  • Logistics

  • Refineries

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Cable

  • Breweries & Distilleries

  • Aluminium & Aluminium Products

  • Glass

  • Travel Services

  • Retailing

  • Miscellaneous

  • Finance - Asset Management

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  • CARE A1+

  • 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 ₹307.02 crore. Nippon India Active Momentum Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Nippon India Active Momentum Fund ended up ₹0.12(0.99%)yesterday to ₹11.8555.

Among its top 3 holdings the fund has exposure to HDFC 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