Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Fund House: Nippon India Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 28-02-2025
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 221.19 As on (31-07-2025)
Expense Ratio: 1.65% As on (31-07-2025)
Turn over: 81.00% | Exit Load: 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil, thereafter.
NAV as on 14-08-2025
11.4198
-0.0049
CAGR Since Inception
14.38%
NIFTY 500 TRI 12.42%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Nippon India Active Momentum Fund- Regular Plan- IDCW Option | - | - | - | - | 14.38 |
| NIFTY 500 TRI | 1.07 | 15.48 | 20.99 | 13.56 | 12.42 |
| Equity: Thematic-Others | -0.04 | 17.71 | 23.11 | 13.1 | 10.69 |
Funds Manager
Ashutosh Bhargava
RETURNS CALCULATORS for Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Portfolio Holdings
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Sector Allocation
Show All Sectors
PEER COMPARISION of Nippon India Active Momentum Fund- Regular Plan- IDCW Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Nippon India Active Momentum Fund Reg Plan IDCW | 28-02-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 10.33 | 19.05 | 17.4 | 24.92 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 8.86 | 45.88 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 5.33 | 21.57 | 20.1 | 23.93 | 12.77 |
| ICICI Pru Commodities Gr | 05-10-2019 | 4.78 | 18.26 | 18.89 | 30.57 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 4.76 | 22.16 | 22.79 | 30.22 | 0.0 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 4.33 | 18.79 | 17.89 | 0.0 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 2.63 | 29.74 | 28.99 | 29.08 | 15.56 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 16-02-2018 | 1.98 | 14.84 | 14.77 | 20.26 | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | -0.07 | 18.8 | 15.68 | 20.48 | 15.44 |
Asset Allocation (%)
Key Performance and Risk Statistics of Nippon India Active Momentum Fund- Regular Plan- IDCW Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Nippon India Active Momentum Fund- Regular Plan- IDCW Option | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |