Nippon India Active Momentum Fund

NAV as of Dec 04, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹11.8683-0.43% 1 day change	18.87%	App exclusive #NA View Ranked Funds	₹283 Cr

Historical NAV & returns

NAV: ₹11.8683 as on Dec 04, 2025

This fund Category average

Nippon India Active Momentum Fund overview

AUM (Fund size)	₹283 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 1 year.!
Lock-in Period	Nil
Age	10 m since Feb 10, 2025
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	1.65% as on Nov 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 Dec 01, 2025

Period	This fund	Category average
1 Month	0.77%	1.01%
3 Months	4.12%	3.78%
6 Months	6.24%	3.39%

Asset allocationas on Oct 31, 2025

Large Cap 41.9%

Mid Cap 40.8%

Small Cap 15.42%

Other Cap 0%

Top holdings

HDFC Bank Ltd.7.42%

Bharti Airtel Ltd.4.53%

Bajaj Finance Ltd.3.68%

Mahindra & Mahindra Ltd.3.32%

Top sectors

Financial 26.28%

Services 19.71%

Automobile 14.799999999999999%

Capital Goods 12.24%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 0.01%

Allocation by Instruments

Repo 1.08%

Net Current Assets 0.78%

Margin Money 0.01%

Other Holdings

Others 0.78%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Nippon India Active Momentum Fund	0.77%	6.24%	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	1.24%	7.58%	9.42%	21.94%	28.14%	14.07%
ICICI Prudential Dividend Yield Equity Fund	0.38%	7.77%	8.28%	22.18%	26.28%	16.24%
ICICI Prudential Value Fund	2.09%	7.94%	9.87%	20.43%	24.26%	15.82%
SBI Contra Fund	0.6%	5.21%	2.42%	18.94%	25.74%	16.58%
ICICI Prudential Diversified Equity All Cap Omni FoF	0.76%	6.37%	6.12%	20.24%	23.23%	12.39%

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	11.43	0.82	1.29	2.27
ICICI Prudential Dividend Yield Equity Fund	11.98	0.85	1.25	1.93
ICICI Prudential Value Fund	10.97	0.78	1.22	2.09
SBI Contra Fund	12.15	0.9	1.01	1.6
ICICI Prudential Diversified Equity All Cap Omni FoF	11.69	0.87	1.13	1.78

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Nippon India Active Momentum Fund	N.A.	283 Cr	10 m	1.65%
ICICI Prudential India Opportunities Fund	N.A.	32,669 Cr	6 yrs 11 m	1.56%
ICICI Prudential Dividend Yield Equity Fund	N.A.	6,232 Cr	11 yrs 7 m	1.8%
ICICI Prudential Value Fund	N.A.	57,935 Cr	21 yrs 5 m	1.48%
SBI Contra Fund	N.A.	49,218 Cr	20 yrs 7 m	1.48%
ICICI Prudential Diversified Equity All Cap Omni FoF	N.A.	238 Cr	5 yrs 10 m	0.99%

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 10 m, having been launched on 10/02/2025. Nippon India Active Momentum Fund has ₹283 Crores worth of assets under management (AUM) as on 31/10/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Nippon India Active Momentum Fund as of 04/12/2025 is ₹11.87. 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, Communication 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., Bharti Airtel Ltd., Bajaj Finance Ltd., Mahindra & Mahindra Ltd., Bharat Electronics Ltd..

...

Fund AUM	283 Cr as on Oct 31, 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	30th Floor, One Lodha Place Senapati Bapat Marg, Lower Parel Mumbai Mumbai, 400013
Phone	+91 022 6808 7000

More funds from Nippon India Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Nippon India Small Cap Fund	N.A.	68,969 Cr	-5.95%	28.66%
Nippon India Power & Infra Fund	N.A.	7,530 Cr	-4.2%	28.22%
Nippon India Multi Cap Fund	N.A.	49,314 Cr	2.24%	26.51%
Nippon India Growth Mid Cap Fund	N.A.	41,268 Cr	3.41%	26.04%
Nippon India Value Fund	N.A.	9,173 Cr	2.54%	22.98%
Nippon India Nifty Smallcap 250 Index Fund	N.A.	2,690 Cr	-8.25%	22.76%

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 ₹11.8683 as of Dec 04, 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 283 Cr as on Oct 31, 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.	7.42%
Bharti Airtel Ltd.	4.53%
Bajaj Finance Ltd.	3.68%
Mahindra & Mahindra Ltd.	3.32%
Bharat Electronics Ltd.	3.19%
Multi Commodity Exchange Of India Ltd.	3.1%
Hitachi Energy India Ltd.	2.89%
TVS Motor Company Ltd.	2.85%
Bank Of Baroda	2.85%
Interglobe Aviation Ltd.	2.83%

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	26.28%
Services	19.71%
Automobile	14.799999999999999%
Capital Goods	12.24%
Communication	4.53%
Metals & Mining	4.2%
Materials	3.81%
Energy	3.5999999999999996%
Technology	2.38%
Consumer Staples	2.01%

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.