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Fund Overview

Nippon India Active Momentum Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

11.44

Inception Date

28-02-2025

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Nippon India Active Momentum Fund - Regular (G) 4.50 NA NA NA NA NA 14.39
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 0.00 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 0.97 Lakh

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Key Parameters
AUM(₹ Cr.) 202
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 500
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Ashutosh Bhargava
Exit 1% If redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 06 25 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 89000 12.87
Bharti Airtel Equity 40000 8.04
Bharat Electron Equity 184722 7.79
Axis Bank Equity 60000 7.20
Kotak Mah. Bank Equity 31288 6.77
TVS Motor Co. Equity 23000 6.71
Cholaman.Inv.&Fn Equity 40000 6.51
M & M Equity 19649 6.25
UltraTech Cem. Equity 5131 6.20
Hitachi Energy Equity 3100 6.20
Bajaj Finance Equity 65000 6.09
FSN E-Commerce Equity 290000 6.04
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Nippon India Active Momentum Fund 202.44 NA NA NA 14.39 28-Feb-2025 7.9917 1.72
Motilal Oswal Multi Cap Fund 3,991.40 20.95 NA NA 29.95 18-Jun-2024 0.9997 6.59
Invesco India Midcap Fund 7,405.92 11.36 27.57 29.01 17.01 19-Apr-2007 1.4844 4.74
Motilal Oswal Large Cap Fund 2,533.92 10.84 NA NA 23.67 06-Feb-2024 1.4549 3.79
Helios Financial Services Fund 187.55 10.54 NA NA 11.97 24-Jun-2024 0.6246 4.19
Invesco India Large & Mid Cap Fund 7,886.66 9.92 25.26 24.57 13.64 09-Aug-2007 1.4521 4.37
Sundaram Services Fund 4,428.77 9.77 19.32 25.54 19.95 21-Sep-2018 1.2824 3.75
WhiteOak Capital Special Opportunities Fund 1,041.66 9.74 NA NA 23.10 04-Jun-2024 0.6341 5.21
Motilal Oswal Large and Midcap Fund 11,816.30 8.84 28.06 28.69 23.03 17-Oct-2019 1.3875 5.37
Bandhan Focused Fund 1,946.70 8.68 18.03 18.57 11.80 16-Mar-2006 1.0831 4.21
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