Nippon India Active Momentum Fund-Direct Plan - Growth Option
Nippon Life India Asset Management Limited · Direct Plan · Growth
Fund overview
1% on or before 1Y, Nil after 1Y
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹1,125 | +125 |
| 3 Years | ₹1,000 | ₹1,425 | +425 |
| 5 Years | ₹1,000 | ₹1,805 | +805 |
Calculated using the fund's annualised return since inception (12.5% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
40 securitiesTop 10 holdings make up 36.4% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| HDFC Bank Ltd | Banks | Large Cap | 6.30% |
| ICICI Bank Ltd | Banks | Large Cap | 6.10% |
| Kotak Mahindra Bank Ltd | Banks | Large Cap | 4.25% |
| Dixon Technologies (India) Ltd | Consumer Durables | Mid Cap | 3.78% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals & Biotechnology | Large Cap | 3.44% |
| Bajaj Finance Ltd | Financial Services | Large Cap | 3.23% |
| TVS Motor Company Ltd | Automobiles & Components | Large Cap | 3.20% |
| Affle (India) Ltd | IT - Services | Small Cap | 3.12% |
| Torrent Pharmaceuticals Ltd | Pharmaceuticals & Biotechnology | Large Cap | 2.93% |
| Zomato Ltd | Retailing | Large Cap | 2.92% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹592 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹584 Cr
Exit load, stamp duty & tax
28-Feb-25
1% on or before 1Y, Nil after 1Y
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
The Investment Objective Of The Scheme Is To Achieve Long-Term Capital Appreciation For Its Investors. This Objective Will Be Pursued By Strategically Investing In A Diversified Portfolio Of Equity And Equity-Related Instruments. The Selection Of These Instruments Will Be Based On A Quantitative Model Meticulously Designed To Identify Potential Investment Opportunities That Exhibit The Potential For Significant Capital Appreciation Over The Specified Investment Horizon. There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund house
Nippon Life India Asset Management Limited
Frequently asked questions
What is the NAV of Nippon India Active Momentum Fund-Direct Plan - Growth Option?
The NAV of Nippon India Active Momentum Fund-Direct Plan - Growth Option is ₹12.15 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Nippon India Active Momentum Fund-Direct Plan - Growth Option?
The expense ratio charged by Nippon India Active Momentum Fund-Direct Plan - Growth Option is 1.28%.
What is the Min. SIP of Nippon India Active Momentum Fund-Direct Plan - Growth Option?
The minimum SIP investment in Nippon India Active Momentum Fund-Direct Plan - Growth Option is ₹100 per month.
What is the Min. Lumpsum of Nippon India Active Momentum Fund-Direct Plan - Growth Option?
The minimum lumpsum investment in Nippon India Active Momentum Fund-Direct Plan - Growth Option is ₹500.
What is the Exit Load of Nippon India Active Momentum Fund-Direct Plan - Growth Option?
The exit load for Nippon India Active Momentum Fund-Direct Plan - Growth Option is: 1% on or before 1Y, Nil after 1Y
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