Nippon India Active Momentum Fund

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹12.0002+0.96% 1 day change	19.7%	App exclusive #NA View Ranked Funds	₹254 Cr

Historical NAV & returns

NAV: ₹12.0002 as on Oct 20, 2025

This fund Category average

Nippon India Active Momentum Fund overview

AUM (Fund size)	₹254 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 1 year.!
Lock-in Period	Nil
Age	8 m since Feb 10, 2025
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	1.65% as on Sep 30, 2025
Plan type	Regular
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%

Nippon India Active Momentum Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Oct 17, 2025

Period	This fund	Category average
1 Month	2.69%	2.64%
3 Months	3.13%	2.93%
6 Months	9.96%	9.1%

Asset allocationas on Sep 30, 2025

Large Cap 43.01%

Mid Cap 33.75%

Small Cap 21.56%

Other Cap 0%

Top holdings

HDFC Bank Ltd.5.98%

ICICI Bank Ltd.4.77%

Bharti Airtel Ltd.4.43%

Mahindra & Mahindra Ltd.3.64%

Top sectors

Financial 27.37%

Services 20.76%

Automobile 12.799999999999999%

Capital Goods 10.719999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 0.01%

Allocation by Instruments

Repo 2.02%

Margin Money 0.01%

Other Holdings

Others 2.02%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Nippon India Active Momentum Fund	2.69%	9.96%	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	3.01%	8.74%	8.97%	23.08%	32.63%	13.86%
ICICI Prudential Dividend Yield Equity Fund	2.75%	8.7%	7.93%	24.05%	29.89%	16.07%
ICICI Prudential Value Fund	3.17%	9.21%	8.13%	22.1%	26.81%	15.51%
SBI Contra Fund	3.39%	7.19%	3.22%	20.42%	29.54%	16.14%
ICICI Prudential India Equity FOF	2.88%	8.41%	7.12%	21.6%	26.52%	12.27%

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	11.51	0.82	1.32	2.34
ICICI Prudential Dividend Yield Equity Fund	12.13	0.86	1.33	2.07
ICICI Prudential Value Fund	11.19	0.79	1.28	2.23
SBI Contra Fund	12.19	0.89	1.05	1.68
ICICI Prudential India Equity FOF	11.73	0.87	1.17	1.88

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Nippon India Active Momentum Fund	N.A.	254 Cr	8 m	1.65%
ICICI Prudential India Opportunities Fund	N.A.	30,802 Cr	6 yrs 10 m	1.58%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,936 Cr	11 yrs 6 m	1.81%
ICICI Prudential Value Fund	N.A.	55,445 Cr	21 yrs 3 m	1.5%
SBI Contra Fund	N.A.	47,205 Cr	20 yrs 5 m	1.5%
ICICI Prudential India Equity FOF	N.A.	229 Cr	5 yrs 8 m	1.21%

View all Strategy funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Nippon India Active Momentum Fund in detail with

About this fund

About Nippon India Active Momentum Fund

Nippon India Active Momentum Fund is a Strategy mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 8 m, having been launched on 10/02/2025. Nippon India Active Momentum Fund has ₹254 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Nippon India Active Momentum Fund as of 20/10/2025 is ₹12.00. The fund has an expense ratio of 1.65%, which is higher than what most other Strategy funds charge.

The fund has the majority of its money invested in Financial, Services, Automobile, Capital Goods, Materials sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Bharti Airtel Ltd., Mahindra & Mahindra Ltd., Bajaj Finance Ltd..

...

Fund AUM	254 Cr as on Sep 30, 2025
Scheme document	View Scheme Document

Fund managers

Ashutosh Bhargava

Mr. Bhargava is B.Com & MBA (Finance) Prior to joining Nippon India Mutual Fund he has worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd.

Investment objective

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.

Nippon India Mutual Fund details

No. of schemes	71 view all schemes
Total AUM	6,63,684 Cr as on Sep 30, 2025
Address	4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai, 400013

More funds from Nippon India Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Nippon India Small Cap Fund	N.A.	66,136 Cr	0.27%	32.7%
Nippon India Power & Infra Fund	N.A.	7,325 Cr	2.92%	32.06%
Nippon India Multi Cap Fund	N.A.	47,294 Cr	5.84%	30.37%
Nippon India Growth Mid Cap Fund	N.A.	39,329 Cr	6.4%	29.58%
Nippon India Nifty Smallcap 250 Index Fund	N.A.	2,563 Cr	0.61%	26.71%
Nippon India Value Fund	N.A.	8,791 Cr	5.43%	26.07%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Nippon India Active Momentum Fund?

The current Net Asset Value (NAV) of the Nippon India Active Momentum Fund plan is approximately ₹12.0002 as of Oct 20, 2025.

How much does this mutual fund charge as expense ratio?

The Nippon India Active Momentum Fund has an expense ratio of 1.65%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Nippon India Active Momentum Fund currently has assets under management (AUM) or fund size valued at approximately 254 Cr as on Sep 30, 2025.

What are the top stock holdings of Nippon India Active Momentum Fund?

The Nippon India Active Momentum Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.98%
ICICI Bank Ltd.	4.77%
Bharti Airtel Ltd.	4.43%
Mahindra & Mahindra Ltd.	3.64%
Bajaj Finance Ltd.	3.34%
Eternal Ltd.	3.28%
Bharat Electronics Ltd.	3.17%
Interglobe Aviation Ltd.	3.14%
TVS Motor Company Ltd.	3.11%
FSN E-Commerce Ventures Ltd.	2.92%

What are the top sectors Nippon India Active Momentum Fund has invested in?

The Nippon India Active Momentum Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	27.37%
Services	20.76%
Automobile	12.799999999999999%
Capital Goods	10.719999999999999%
Materials	5.73%
Chemicals	5.470000000000001%
Consumer Staples	5.45%
Communication	4.43%
Metals & Mining	2.02%
Healthcare	1.98%

What is risk level of Nippon India Active Momentum Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Nippon India Active Momentum Fund?

Redeeming your investments in the Nippon India Active Momentum Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.