AnandRathi

Nippon India Active Momentum Fund - Regular (G)

EquitySectoral / Thematic

Last Updated NAV Date: 13 May 2026

3 Year Returns

N/A

NAV (₹)

11.8557

1 Day NAV Change

0.20%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 500
AUM₹ 402.86 Cr
Expense Ratio1.67%
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.

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Returns Estimator

Estimation is based on the past performance

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Select Duration

Yrs

1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

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 Return1.48%
3 Month Return-1.42%
6 Month Return-0.62%
1 Year Return6.20%
3 Year Return-
5 Year Return-

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 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Banks
20.00%₹ 80.572
Others
19.31%₹ 77.772
E-Commerce/App based Aggregator
7.10%₹ 28.602
Automobile
6.56%₹ 26.427
Finance
6.39%₹ 25.762
IT - Software
5.55%₹ 22.344
Pharmaceuticals
5.36%₹ 21.609
Alcoholic Beverages
4.25%₹ 17.134
Capital Goods - Electrical Equipment
3.78%₹ 15.227
Auto Ancillaries
3.46%₹ 13.93

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
HDFC Bank
6.25%₹ 25.179Banks
TREPS
4.81%₹ 19.374Debt Others
Axis Bank
3.95%₹ 15.901Banks
SBI
3.73%₹ 15.027Banks
GE Vernova T&D
3.60%₹ 14.499Capital Goods - Electrical Equipment
Eternal
3.31%₹ 13.348E-Commerce/App based Aggregator
Multi Comm. Exc.
3.10%₹ 12.48Financial Services
Bharat Electron
2.85%₹ 11.491Aerospace & Defence
Varun Beverages
2.72%₹ 10.948FMCG
Sun Pharma.Inds.
2.66%₹ 10.715Pharmaceuticals

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

₹ 7,40,030.99 Cr

Contact Details

mf.nipponindiaim.com
customercare@nipponindiaim.in
022-68087000/1860260111

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

The Net Asset Value (NAV) of Nippon India Active Momentum Fund - Regular (G) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Nippon India Active Momentum Fund - Regular (G) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Nippon India Active Momentum Fund - Regular (G), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Address

Registered and Corporate Office:

Express Zone A Wing, 10th Floor, Western Express Highway, Goregaon East, Mumbai 400063.
Contact No. 022-62817000

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