Nippon India Active Momentum Fund · Regular · Growth
NAV
₹13.0048
as of 31 Jul 2026
Expense Ratio
1.67%
AUM
₹412 Cr
Lumpsum returns (CAGR)
- 1Y
- +12.18%
- 3Y
- —
- 5Y
- —
- Since Inception
- +20.35%
SIP returns (XIRR)
- 1Y
- +17.64%
- 3Y
- —
- 5Y
- —
- Since Inception
- +17.38%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.89
Sharpe Ratio
+0.19
Alpha
0.28
Beta
0.87
Sortino
15.62%
Std Dev
-12.70%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Nippon India Active Momentum Fund- Regular Plan- IDCW Option
- 1Hdfc Bank Limited7.72%
- 2Icici Bank Limited6.06%
- 3Ge Vernova T&D India Limited3.49%
- 4Bajaj Finance Limited3.37%
- 5State Bank Of India3.14%
- 6Eternal Limited3.11%
- 7Mahindra & Mahindra Limited3.06%
- 8Trent Limited2.63%
- 9Multi Commodity Exchange Of India Limited2.59%
- 10Hindustan Aeronautics 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 ₹412 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