Nippon India Active Momentum Fund · Regular · Growth
NAV
₹12.3715
as of 16 Jun 2026
Expense Ratio
1.67%
AUM
₹346 Cr
Lumpsum returns (CAGR)
- 1Y
- +8.07%
- 3Y
- —
- 5Y
- —
- Since Inception
- +17.86%
SIP returns (XIRR)
- 1Y
- +10.43%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.57%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹8,317
Benchmark
₹8,060
+₹257 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹8,000
Invested
₹8,317
Value today
6.1%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,192
Value today
14.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,47,254
Value today
-9.5%
vs lumpsum
Direct lumpsum would have beaten STP by 9.5% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised0.74
Sharpe Ratio
+0.14
Alpha
0.50
Beta
0.73
Sortino
16.04%
Std Dev
-12.70%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Limited6.25%
- 2Axis Bank Limited3.95%
- 3State Bank Of India3.73%
- 4Ge Vernova T&D India Limited3.60%
- 5Eternal Limited3.31%
- 6Multi Commodity Exchange Of India Limited3.10%
- 7Bharat Electronics Limited2.85%
- 8Varun Beverages Limited2.72%
- 9Sun Pharmaceutical Industries Limited2.66%
- 10Tech Mahindra Limited2.60%
Investment Objective
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 ₹346 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.67%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations