Nippon India Active Momentum Fund · Regular · Growth
NAV
₹12.7758
as of 14 Jul 2026
Expense Ratio
1.67%
AUM
₹346 Cr
Lumpsum returns (CAGR)
- 1Y
- +8.83%
- 3Y
- —
- 5Y
- —
- Since Inception
- +19.55%
SIP returns (XIRR)
- 1Y
- +15.47%
- 3Y
- —
- 5Y
- —
- Since Inception
- +15.82%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.84
Sharpe Ratio
+0.18
Alpha
0.28
Beta
0.82
Sortino
15.81%
Std Dev
-12.70%
Max Drawdown
Performance Comparison
Thinking about Nippon India Active Momentum Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Limited5.73%
- 2Ge Vernova T&D India Limited3.94%
- 3Axis Bank Limited3.80%
- 4Mahindra & Mahindra Limited3.29%
- 5State Bank Of India3.20%
- 6Eternal Limited3.19%
- 7Multi Commodity Exchange Of India Limited2.93%
- 8Varun Beverages Limited2.65%
- 9Bharat Electronics Limited2.58%
- 10Cummins India Limited2.58%
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