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Nippon India Mutual Fund
Nippon India Mutual Fund · Equity: Thematic-Active-Momentum

Nippon India Active Momentum Fund - Regular Plan- Growth Option

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.

EquityBenchmark · Nifty 500 TRITER · 2.27%Inception · 28-02-2025
NAV
₹12.23
+0.15% · as of 12-10-2026
Since inception
13.43%
CAGR
Benchmark (inception)
11.84%
CAGR
Fund size
₹592 Cr
AUM
Expense ratio
2.27%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +13.43% CAGR vs benchmark +11.84%.

Portfolio

Where the money is invested

Top holdings

HDFC BANK LIMITED EQ NEW FV RE. 1/-7.72%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.06%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.49%
Bajaj Finance Limited3.37%
STATE BANK OF INDIA EQ NEW RE. 1/-3.14%
ZOMATO LIMITED EQ3.11%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.06%
TRENT LIMITED EQ NEW FV Re. 1/-2.63%
Multi Commodity Exchange of India L2.59%
Hindustan Aeronautics Ltd2.58%

Sector allocation

Financial Services30.31%
Automobile and Auto Components11.67%
Capital Goods10.31%
Consumer Services9.25%
Fast Moving Consumer Goods9.16%
Consumer Durables4.60%
Healthcare4.35%
Power3.85%
Information Technology3.50%
Services2.57%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 13.4% p.a.
₹10,000
10 years
Projected value
₹25,31,714
Invested: ₹12,00,000
Gained: ₹13,31,714
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Shirish Guthe
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153276
ISIN (Growth)
INF204KC1EH1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

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