Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Fund House: Nippon India Mutual Fund
Category: Equity: Thematic-Active-Momentum
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: 232.59 As on (29-08-2025)
Expense Ratio: 1.65% As on (31-08-2025)
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 07-10-2025
11.7414
0.0274
CAGR Since Inception
17.6%
NIFTY 500 TRI 12.44%
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 | - | - | - | - | 17.6 |
| NIFTY 500 TRI | 1.13 | 16.66 | 20.42 | 14.26 | 12.44 |
| Equity: Thematic-Active-Momentum | -6.22 | - | - | - | 6.15 |
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
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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 |
| Samco Active Momentum Fund Reg Gr | 05-07-2023 | -6.22 | 13.23 | 0.0 | 0.0 | 0.0 |
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-Active-Momentum | - | - | - | - | - | - |