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Nippon India Active Momentum Fund-Reg(G)

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fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2024-2025
NAV in Rs (as on 31-Mar-2025)10.67
Net Assets(Rs Crores) (as on 31-Mar-2025) 130.97
Scheme Returns(%)(Absolute)6.70
B'mark Returns(%)(Absolute)NA
Category Rank24/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-202611.66NANANA
Top 10 holdings
company (%)
ICICI Bank Ltd.6.43 
RBL Bank Ltd.4.02 
Bharat Electronics Ltd.3.95 
HDFC Bank Ltd.3.40 
Bharti Airtel Ltd.3.40 
Hitachi Energy India Ltd.3.32 
Axis Bank Ltd.3.31 
Mahindra & Mahindra Ltd.3.25 
Ultratech Cement Ltd.3.20 
TVS Motor Company Ltd.3.09 

Category

Thematic Fund

Launch Date

28-Feb-25

Scheme Benchmark

NA

AUM ( in Cr.)

180.01

portfolio price to book value

7.54

investing style?

Large Growth

fund manager?

Ashutosh Bhargava

inception date (regular plan)

28-Feb-25

expense ratio (regular plan) %

1.66

Top 10 sectors
sectors (%)
Bank - Private18.80
Cement & Construction Materials6.55
Finance - NBFC5.82
Steel & Iron Products4.12
Defence3.95
Telecommunication - Service Provider3.40
Hotel, Resort & Restaurants3.34
Electric Equipment3.32
Automobiles - Passenger Cars3.25
Hospital & Healthcare Services3.17

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Nippon India Active Momentum Fund-Reg(G)Large-Growth 28-Feb-2025180.01NANANANA18.25
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,394.40-4.7939.8828.9016.6812.80
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Growth 30-Dec-20195,581.82-6.1735.9731.07NA24.57
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,863.662.9935.0131.2015.8413.59
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021709.152.6030.85NANA20.76
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201928,204.2410.5128.7931.98NA21.98
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,958.21-7.1028.15NANA22.21
Kotak Pioneer Fund-Reg(G)Large-Growth 31-Oct-20192,807.235.9125.2925.97NA22.28
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,588.60-3.3024.2527.1111.8916.67
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009303.25-0.3219.3520.1112.2117.07
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-2019104.284.7517.5819.88NA16.15
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,456.33-5.1314.9419.9811.5115.55
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024943.8114.51NANANA27.76
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,756.0710.72NANANA10.62
Union Innovation & Opp Fund-Reg(G)Mid-Growth 06-Sep-2023949.454.30NANANA19.46
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,219.78-0.08NANANA24.56
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202412,097.73-0.18NANANA6.58
Samco Active Momentum Fund-Reg(G)Mid-Growth 05-Jul-2023858.50-0.48NANANA20.71
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,564.45-0.68NANANA20.62
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,532.65-2.18NANANA23.89
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,626.20-2.49NANANA18.56
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,307.63-2.52NANANA-1.81
Shriram Multi Sector Rotation Fund-Reg(G)Mid-Growth 09-Dec-2024194.63NANANANA-19.87
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024563.50NANANANA-7.30
LIC MF Manufacturing Fund-Reg(G)Small-Growth 11-Oct-2024881.18NANANANA0.30
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,082.24NANANANA1.85
Motilal Oswal Business Cycle Fund-Reg(G)Small-Growth 27-Aug-20241,910.17NANANANA25.90
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,683.25NANANANA1.13
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,720.43NANANANA-1.82
SBI Innovative Opportunities Fund-Reg(G)Mid-Growth 20-Aug-20247,367.42NANANANA-3.30
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,839.81NANANANA-9.59
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DISCLAIMER

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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