Nippon India Active Momentum Fund Direct Growth

Nippon India Active Momentum Fund Direct Growth

Get the latest NAV of Nippon India Active Momentum Fund Direct Growth. 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.

₹11.37

-0.9%1D

NAV as on 19 Jun 2025

13.65%/per year

Since Inception

Absolute Gain%

1055 people have invested ₹ 70L in Nippon India Active Momentum Fund Direct Growth 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 (19-Jun-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
-0.25%
-0.45%
-
3 Months
8.19%
9.1%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Nippon India Active Momentum Fund
-
180Cr
0.68%
-
-
13.65%
ICICI Prudential India Opportunities Fund Direct Growth
1/39
28,204Cr
0.63%
11.52%
30.34%
23.1%
ICICI Prudential Business Cycle Fund Direct Growth
2/39
12,972Cr
0.72%
8.65%
27.93%
23.35%
ICICI Prudential Exports and Services Fund Direct Growth
3/39
1,396Cr
1.69%
11.46%
25.53%
19.52%

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

Nippon India Active Momentum Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 96.2%

Debt & Cash 3.8%

Large cap
57.9%

Mid cap
26.5%

Small cap
11.8%

Nippon India Active Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 96.2%

Debt & Cash 3.8%

Nippon India Active Momentum Fund Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
ICICI Bank Ltd
6.43%
0%
RBL Bank Ltd
4.02%
0%
Bharat Electronics Ltd
3.95%
15.7%
Bharti Airtel Ltd
3.4%
4.8%
HDFC Bank Ltd
3.4%
0%

Nippon India Active Momentum Fund Direct Growth Overview

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

Expense ratio0.68%
Benchmark
Nifty 500 TR INR
AUM₹180 Cr
Inception Date28 February, 2025
Min Lumpsum/SIP₹500/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Nippon India Active Momentum Fund

Nippon India Active Momentum Fund Direct Growth is an equity fund. This fund was started on 28 February, 2025. The fund is managed by Ashutosh Bhargava, Kinjal Desai. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Nippon India Active Momentum Fund Direct Growth has ₹180 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
  2. The fund has an expense ratio 0.7.

Returns

Nippon India Active Momentum Fund Direct Growth has given a CAGR return of 13.65% since inception.

Holdings

Nippon India Active Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Industrial, Consumer Cyclical, Health, Communication, Tech, Real Estate, Utilities, Consumer Defensive, Energy. Its top holdings are ICICI Bank Ltd, RBL Bank Ltd, Bharat Electronics Ltd, HDFC Bank Ltd, Bharti Airtel 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 Direct Growth

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.

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 Direct Growth has no lock in period.

Fund Manager

Ashutosh Bhargava

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

Kinjal Desai

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

Learn more about Nippon Mutual Fund

Frequently Asked Questions for Nippon India Active Momentum Fund Direct Growth

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 ₹11.37. 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.

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

The fund managers are Ashutosh Bhargava, Kinjal Desai.

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 0.68%. 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 ₹180 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 ICICI Bank Ltd(6.43%), RBL Bank Ltd(4.02%), Bharat Electronics Ltd(3.95%)