Nippon India Active Momentum Fund

Nippon India Active Momentum Fund

Equity

Nippon Mutual Fund

Equity - Other

Get the latest NAV of Nippon India Active Momentum Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹11.34

▲2.3%1D

NAV as on 25 Mar 2026

12.52%/per year

Since Inception

Absolute Gain%

▲▼

1716 people have invested ₹ 85.5L in Nippon India Active Momentum Fund in the last three months

Nippon India Active Momentum Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (25-Mar-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.3%
-6.18%
-3.08%
5.41%
--
--
Nifty 500
-8.77%
-10.05%
-5.82%
0.54%
14.42%
11.98%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.37%
6.44%
13.1%
23.83%
33.39%
28.15%
Worst in Equity - Other
-11.37%
-19.31%
-20.16%
-13.98%
7.5%
6.61%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Nippon India Active Momentum Fund
-
362Cr
0.69%
5.41%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.65%
5.15%
22.75%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.73%
5.53%
21.86%
7.04
0.84
1.44
2.85
1.52
Aditya Birla Sun Life Special Opportunities Fund Dir
4/47
944Cr
1.28%
9.82%
21.46%
4.62
0.98
1.18
2.08
1.42
See all

Nippon India Active Momentum Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Nippon India Active Momentum Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
45%
Mid cap
33.3%
Small cap
18.3%
Mid Cap allocation has gone up from 31.3% to 33.3%
Mid Cap allocation has gone up from 31.3% to 33.3%
Large Cap allocation has gone down from 50.8% to 45%
Large Cap allocation has gone down from 50.8% to 45%
Small Cap allocation has gone up from 16.5% to 18.3%
Small Cap allocation has gone up from 16.5% to 18.3%
Cash allocation has gone up from 1.3% to 3.4%
Cash allocation has gone up from 1.3% to 3.4%

Nippon India Active Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
33.7%
Industrial
17.6%
Consumer Cyclical
13.6%
Basic Materials
10.4%
Tech
7%
Health
7%
Communication
4.8%
Consumer Defensive
4.2%
Real Estate
1.7%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Basic Materials

Feb'26

Financial Services

37%

Consumer Cyclical

19%

Industrial

15%

Jan'26

Financial Services

36%

Consumer Cyclical

18%

Basic Materials

12%

Nippon India Active Momentum Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
7.51%
25.2%
State Bank of India
4.67%
0%
GE Vernova T&D India Ltd
3.45%
0%
Axis Bank Ltd
3.25%
0%
Mahindra & Mahindra Ltd
3.14%
0%
See all
Top Stocks bought last month
Bharti Hexacom Ltd's allocation increased from 1.68% to 2.67%
Bharti Hexacom Ltd's allocation increased from 1.68% to 2.67%
Shriram Finance Ltd's allocation increased from 1.81% to 2.67%
Shriram Finance Ltd's allocation increased from 1.81% to 2.67%
HDFC Bank Ltd's allocation increased from 6.72% to 7.51%
HDFC Bank Ltd's allocation increased from 6.72% to 7.51%
Top Stocks sold last month
Axis Bank Ltd's allocation decreased from 3.44 % to 3.25 %
Axis Bank Ltd's allocation decreased from 3.44 % to 3.25 %
Mahindra & Mahindra Ltd's allocation decreased from 3.4 % to 3.14 %
Mahindra & Mahindra Ltd's allocation decreased from 3.4 % to 3.14 %
Multi Commodity Exchange of India Ltd's allocation decreased from 3.14 % to 2.83 %
Multi Commodity Exchange of India Ltd's allocation decreased from 3.14 % to 2.83 %

Nippon India Active Momentum Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.69%
Benchmark
Nifty 500 TR INR
AUM₹362 Cr
Inception Date28 February, 2025
Min Lumpsum/SIP₹500/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
9.85%
Risk
Risk meter
pointer
Very High Risk

About Nippon India Active Momentum Fund

Nippon India Active Momentum Fund is an equity fund. This fund was started on 28 February, 2025. The fund is managed by Shirish Guthe, Divya Sharma, Kinjal Desai, Lokesh Maru. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Nippon India Active Momentum Fund has ₹362 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Nippon India Active Momentum Fund has given a CAGR return of 12.52% since inception. Over the last 1 year the fund has given a CAGR return of 5.41%.

Holdings

Nippon India Active Momentum Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Basic Materials, Health, Consumer Defensive, Tech, Communication, Utilities, Energy, Corporate. Its top holdings are HDFC Bank Ltd, State Bank of India, GE Vernova T&D India Ltd, Axis Bank Ltd, Mahindra & Mahindra Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Nippon India Active Momentum Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Nippon India Active Momentum Fund has no lock in period.

Fund Manager

Shirish Guthe

Fund Manager of Nippon India Active Momentum Fund, since 16 February 2026

Divya Sharma

Fund Manager of Nippon India Active Momentum Fund, since 5 September 2025

Kinjal Desai

Fund Manager of Nippon India Active Momentum Fund, since 28 February 2025

Lokesh Maru

Fund Manager of Nippon India Active Momentum Fund, since 5 September 2025

Learn more about Nippon Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 362.3 Cr
₹ 338.3 Cr
₹ 326 Cr
  • AUM of the fund stands at 362.3 Cr as of Feb'26
  • AUM increased by 24 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Nippon India Active Momentum Fund

How do I invest in Nippon India Active Momentum Fund?

INDmoney makes it simple to invest in the Nippon India Active Momentum Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Nippon India Active Momentum Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Nippon India Active Momentum Fund?

The NAV of the fund today is ₹11.34. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Nippon India Active Momentum Fund fund has generated a return of 5.41% in 1 year

Who is the fund manager of Nippon India Active Momentum Fund?

The fund managers are Shirish Guthe, Divya Sharma, Kinjal Desai, Lokesh Maru.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.69%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹362 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Nippon India Active Momentum Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(7.51%), State Bank of India(4.67%), GE Vernova T&D India Ltd(3.45%)