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NAV as of Jul 21, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
---|---|---|---|
₹11.7813+0.6% 1 day change | 17.99% | ₹150 Cr |
Expense ratio | 0.68% as on May 31, 2025 |
Exit load | 1.0% Exit load of 1%, if redeemed within 1 year.! |
AUM (Fund size) | ₹150 Cr |
Lock-in Period | Nil |
Age | 5 m since Feb 10, 2025 |
Benchmark | NIFTY 500 TRI |
Min. investment | This scheme is currently not buyable |
Risk | Very High |
Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Period | This fund | Category average |
---|---|---|
1 Month | -0.36% | 0.2% |
3 Months | 5.89% | 6.62% |
Large Cap 55.96%
Mid Cap 30.42%
Small Cap 11.38%
Other Cap 0%
Financial 26.149999999999995%
Capital Goods 11.68%
Services 10.12%
Automobile 7.81%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Net Current Assets 1.93%
Repo 1.91%
Margin Money 0.00388875%
Others 1.93%
Fund name | ETM Rank | AUM | Fund age | Expense ratio |
---|---|---|---|---|
Nippon India Active Momentum Fund | N.A. | 150 Cr | 5 m | 0.68% |
ICICI Prudential India Opportunities Fund | N.A. | 27,197 Cr | 6 yrs 6 m | 0.63% |
SBI Contra Fund | N.A. | 44,069 Cr | 12 yrs 6 m | 0.62% |
ICICI Prudential Value Fund | N.A. | 51,112 Cr | 12 yrs 6 m | 0.99% |
ICICI Prudential Dividend Yield Equity Fund | N.A. | 5,231 Cr | 11 yrs 3 m | 0.58% |
ICICI Prudential India Equity FOF | N.A. | 179 Cr | 5 yrs 5 m | 0.63% |
Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
---|---|---|---|---|---|---|
Nippon India Active Momentum Fund | -0.36% | N.A. | N.A. | N.A. | N.A. | N.A. |
ICICI Prudential India Opportunities Fund | -0.54% | 10.45% | 8.69% | 27.3% | 32.76% | 14.48% |
SBI Contra Fund | 0.0% | 6.82% | 1.9% | 24.33% | 32.91% | 16.6% |
ICICI Prudential Value Fund | -0.49% | 9.35% | 6.46% | 24.25% | 27.83% | 15.73% |
ICICI Prudential Dividend Yield Equity Fund | -0.37% | 9.79% | 4.94% | 27.4% | 30.93% | 16.61% |
ICICI Prudential India Equity FOF | 0.13% | 8.91% | 6.26% | 23.56% | 28.2% | 12.51% |
Fund name | Std. deviation | Beta | Sharpe | Sortino |
---|---|---|---|---|
Nippon India Active Momentum Fund | N.A. | N.A. | N.A. | N.A. |
ICICI Prudential India Opportunities Fund | 11.92 | 0.8 | 1.74 | 2.97 |
SBI Contra Fund | 12.58 | 0.86 | 1.51 | 2.4 |
ICICI Prudential Value Fund | 11.51 | 0.76 | 1.55 | 2.66 |
ICICI Prudential Dividend Yield Equity Fund | 12.58 | 0.84 | 1.65 | 2.51 |
ICICI Prudential India Equity FOF | 12.1 | 0.84 | 1.46 | 2.23 |
Risk ratios are based on three-year data. The required data is unavailable for the scheme.
Fund AUM | 150 Cr as on Apr 30, 2025 |
Scheme document | View Scheme Document |
The scheme seeks 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.
No. of schemes | 65 view all schemes |
Total AUM | 6,17,875 Cr as on Jun 30, 2025 |
Address | 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai, 400013 |
Fund name | ETM Rank | AUM | 1Y | 5Y |
---|---|---|---|---|
Nippon India Small Cap Fund | N.A. | 58,029 Cr | 1.75% | 38.29% |
Nippon India Power & Infra Fund | N.A. | 7,417 Cr | -4.53% | 32.91% |
Nippon India Growth Mid Cap Fund | N.A. | 36,836 Cr | 7.49% | 32.78% |
Nippon India Multi Cap Fund | N.A. | 40,261 Cr | 6.11% | 32.54% |
Nippon India Nifty Smallcap 250 Index Fund | N.A. | 2,033 Cr | 2.69% | N.A. |
Nippon India Value Fund | N.A. | 8,664 Cr | 4.58% | 28.15% |
The current Net Asset Value (NAV) of the Nippon India Active Momentum Fund - Direct Growth plan is approximately ₹11.7813 as of Jul 21, 2025.
The Nippon India Active Momentum Fund - Direct Growth has an expense ratio of 0.68%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.
The Nippon India Active Momentum Fund currently has assets under management (AUM) or fund size valued at approximately 150 Cr as on Apr 30, 2025.
The Nippon India Active Momentum Fund has invested the majority of its money in the stocks of the following companies -
Company | Percentage of Portfolio |
---|---|
ICICI Bank Ltd. | 6.43% |
RBL Bank Ltd. | 4.02% |
Bharat Electronics Ltd. | 3.95% |
HDFC Bank Ltd. | 3.4% |
Bharti Airtel Ltd. | 3.4% |
Hitachi Energy India Ltd. | 3.32% |
Axis Bank Ltd. | 3.31% |
Mahindra & Mahindra Ltd. | 3.25% |
Ultratech Cement Ltd. | 3.2% |
TVS Motor Company Ltd. | 3.09% |
The Nippon India Active Momentum Fund has primarily invested in the following sectors
Sector | Percentage of Portfolio |
---|---|
Financial | 26.149999999999995% |
Capital Goods | 11.68% |
Services | 10.12% |
Automobile | 7.81% |
Metals & Mining | 6.66% |
Materials | 6.5600000000000005% |
Healthcare | 5.74% |
Energy | 4.53% |
Communication | 3.4% |
Construction | 3.06% |
This is a Strategy fund comes with Very High risk.
No, this fund does not have any lock-in period.
It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:
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All set! Your investment in Nippon India Active Momentum Fund is complete.
Redeeming your investments in Nippon India Active Momentum Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Nippon India Active Momentum Fund from anywhere else, you can go to the fund house website and put a request through it.