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Nippon India Active Momentum Fund - Regular IDCW

Last Updated NAV Date: 09 Sep 2026

3 Year Returns

N/A

NAV (₹)

12.8631

1 Day NAV Change

-0.76%

Nippon India Active Momentum Fund - Regular IDCW is a scheme from Nippon India Mutual Fund AMC, launched on 28 Feb 2025 and currently managing ₹ 565.46 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹500. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

No chart data available for this period.

Nippon India Active Momentum Fund - Regular IDCW Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 500
AUM₹ 565.46 Cr
Expense Ratio2.21%
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 Return-2.65%
3 Month Return6.98%
6 Month Return11.09%
1 Year Return10.60%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Nippon India Active Momentum Fund - Regular IDCW Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
Banks
15.66%88.546
Others
14.98%84.73
IT - Software
9.57%54.127
E-Commerce/App based Aggregator
9.57%54.093
Finance
9.54%53.946
Automobile
7.12%40.251
Pharmaceuticals
5.17%29.207
Quick Service Restaurant
4.92%27.833
Chemicals
4.32%24.451
Alcoholic Beverages
3.70%20.912

Nippon India Active Momentum Fund - Regular IDCW Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
ICICI Bank
7.03%39.724Banks
HDFC Bank
5.58%31.568Banks
Bajaj Finance
3.73%21.083Finance
TREPS
3.37%19.048Debt Others
M & M
3.18%17.989Automobile
Eternal
3.14%17.729E-Commerce/App based Aggregator
Prestige Estates
2.96%16.711Realty
PB Fintech.
2.88%16.275E-Commerce/App based Aggregator
Sun Pharma.Inds.
2.80%15.844Pharmaceuticals
Coforge
2.80%15.842IT - Software

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 IDCW 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 IDCW 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 IDCW 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 IDCW over the past three years is N/A.
The current NAV of Nippon India Active Momentum Fund - Regular IDCW is 12.8631.
The Expense ratio of Nippon India Active Momentum Fund - Regular IDCW is 2.21%. 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 IDCW fund is ₹ 565.46 Cr. It represents the total assets held and managed by the fund.
The exit load for Nippon India Active Momentum Fund - Regular IDCW 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 IDCW 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 IDCW was launched on 28 Feb 2025. Since then, the fund has formed an NAV (Net Asset Value) of 12.8631.

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