Nippon India Active Momentum Fund · Regular · Growth
NAV
₹12.3064
as of 29 Sept 2026
Expense Ratio
2.27%
AUM
₹415 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.32%
- 3Y
- —
- 5Y
- —
- Since Inception
- +14.01%
SIP returns (XIRR)
- 1Y
- +3.91%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.11%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.52
Sharpe Ratio
+0.11
Alpha
0.29
Beta
0.51
Sortino
14.72%
Std Dev
-12.70%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks15.25%
- Finance9.28%
- Retailing7.17%
- IT - Software6.99%
- Automobiles6.93%
- Leisure Services5.93%
- Pharmaceuticals & Biotechnology5.03%
- Auto Components4.51%
- Chemicals & Petrochemicals4.21%
- Beverages3.60%
- Power3.15%
- Realty2.96%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited7.03%
- 2Hdfc Bank Limited5.58%
- 3Bajaj Finance Limited3.73%
- 4Mahindra & Mahindra Limited3.18%
- 5Eternal Limited3.14%
- 6Prestige Estates Projects Limited2.96%
- 7Pb Fintech Limited2.88%
- 8Sun Pharmaceutical Industries Limited2.80%
- 9Coforge Limited2.80%
- 10Jubilant Foodworks Limited2.75%
What this fund does
Nippon India Active Momentum Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Nippon India Active Momentum Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹415 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.27%.