Nippon India Active Momentum Fund - IDCW - Regular Plan

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  • (-0.96%)Nav, as on 21-01-2026

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Fund Overview IDCW | 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 - IDCW Option Jan 15, 2019 11.77 22.32 23.51 1.57 34,778.96
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 13.89 21.03 19.98 1.68 15,958.05
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 3.55 28.71 20.30 1.75 8,380.36
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 7.04 22.75 22.48 1.83 6,549.15
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 11.08 27.80 27.96 1.86 5,816.55

Fund Holdings as on 31-December-2025

  • HDFC Bank Limited

  • State Bank of India

  • Bharti Airtel Limited

  • Mahindra & Mahindra Limited

  • Multi Commodity Exchange of India Limited

  • GE Vernova T&D India Limited

  • Bajaj Finance Limited

  • FSN E-Commerce Ventures Limited

  • Bank of Baroda

  • L&T Finance Limited

  • Bharat Electronics Limited

  • TVS Motor Company Limited

  • Vedanta Limited

  • Mphasis Limited

  • Triparty Repo

  • Hindustan Petroleum Corporation Limited

  • Maruti Suzuki India Limited

  • Max Financial Services Limited

  • Laurus Labs Limited

  • Cummins India Limited

  • One 97 Communications Limited

  • Eicher Motors Limited

  • Indian Bank

  • National Aluminium Company Limited

  • Acme Solar Holdings Ltd

  • Fortis Healthcare Limited

  • Tata Steel Limited

  • JK Cement Limited

  • Samvardhana Motherson International Limited

  • Polycab India Limited

  • Radico Khaitan Limited

  • eClerx Services Limited

  • Karur Vysya Bank Limited

  • TBO Tek Limited

  • LTIMindtree Limited

  • Delhivery Limited

  • Muthoot Finance Limited

  • Asahi India Glass Limited

  • RBL Bank Limited

  • Vishal Mega Mart Limited

  • HDFC Asset Management Company Limited

  • TVS Motor Company Limited Preference Shares**

  • Cash Margin - CCIL

  • Net Current Assets

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  • Bank - Private

  • Bank - Public

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Electric Equipment

  • e-Commerce

  • Defence

  • Metal - Non Ferrous

  • Refineries

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Diesel Engines

  • Fintech

  • Miscellaneous

  • Aluminium & Aluminium Products

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Cement & Construction Materials

  • Auto Ancillary

  • Cable

  • Breweries & Distilleries

  • BPO/ITeS

  • Travel Services

  • Logistics

  • Glass

  • Retailing

  • 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 ₹326.02 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 down ₹-0.11(-0.96%)yesterday to ₹11.5154.

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