AnandRathi

Nippon India Active Momentum Fund - Regular (G)

Last Updated NAV Date: 29 Jul 2026

3 Year Returns

N/A

NAV (₹)

12.9466

1 Day NAV Change

0.86%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 500
AUM₹ 459.92 Cr
Expense Ratio1.94%
Lock-in PeriodNo Lock-in Period
Inception Date28 Feb 2025
Fund Age1 Yrs

Exit Load

1% If redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter

Fund’s 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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return2.65%
3 Month Return7.55%
6 Month Return8.83%
1 Year Return12.14%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Others
26.02%119.668
Banks
20.43%93.982
E-Commerce/App based Aggregator
6.83%31.433
Automobile
6.45%29.677
Finance
5.94%27.32
IT - Software
4.52%20.802
Alcoholic Beverages
4.38%20.157
Auto Ancillaries
3.65%16.781
Capital Goods - Electrical Equipment
3.60%16.574
Retail
2.71%12.473

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
HDFC Bank
7.72%35.528Banks
ICICI Bank
6.06%27.862Banks
GE Vernova T&D
3.49%16.05Capital Goods - Electrical Equipment
Bajaj Finance
3.37%15.483Finance
TREPS
3.24%14.899Debt Others
SBI
3.14%14.442Banks
Eternal
3.11%14.297E-Commerce/App based Aggregator
M & M
3.06%14.059Automobile
Trent
2.63%12.078Retail
Multi Comm. Exc.
2.59%11.916Financial Services

Fund Manager Details

Over 6 years of experience. From May 25, 2018 onwards: Fund Manager - Overseas Investments, Reliance Nippon Life Asset Managament Limited. December 2012 to May 24, 2018: Associate Equity Investments at RNAM, assisting lead analyst in Equity Research, idea generation and sector monitoring, assisting fund managers in stock selection and monitoring of overseas investments. MSC (Economics)

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Nippon India Mutual Fund

Funds Managed

108

Assets Managed

₹ 7,67,506.42 Cr

Contact Details

Registered Address

4th Floor, Tower A, Peninsula Busines-s Park, Ganapatrao Kadam MargLower Parel (W), Mumbai - 400013.

Managing Director

Mr. Upendra Kumar Sinha

Chief Executive Officer

Mr. Sundeep Sikka

Compliance Officer

Mr. Muneesh Sud

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Nippon India Active Momentum Fund - Regular (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Nippon India Active Momentum Fund - Regular (G) is ₹ 500 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Nippon India Active Momentum Fund - Regular (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Nippon India Active Momentum Fund - Regular (G) over the past three years is N/A.
The current NAV of Nippon India Active Momentum Fund - Regular (G) is 12.9466.
The Expense ratio of Nippon India Active Momentum Fund - Regular (G) is 1.94%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Nippon India Active Momentum Fund - Regular (G) fund is ₹ 459.92 Cr. It represents the total assets held and managed by the fund.
The exit load for Nippon India Active Momentum Fund - Regular (G) is 1% If redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.
The fund managers of the Nippon India Active Momentum Fund - Regular (G) are Kinjal Desai, Shirish Valmik Guthe, Amber Singhania. However, with management's discretion, the fund manager could also change during the tenure.
Nippon India Active Momentum Fund - Regular (G) was launched on 28 Feb 2025. Since then, the fund has formed an NAV (Net Asset Value) of 12.9466.

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