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Home Mf Research Nippon India Active Momentum Fund Regular Plan Growth
NIPPON INDIA MUTUAL FUND

Mutual Fund Research

Nippon India Active Momentum Fund - Regular Plan - Growth

NIPPON INDIA MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,032.28 +3.23%
Two Week 2026-10-19 ₹1,000.00 ₹1,020.51 +2.05%
One Month 2026-10-05 ₹1,000.00 ₹1,014.42 +1.44%
Three Months 2026-08-05 ₹3,000.00 ₹2,898.69 -3.38%
Six Months 2026-05-07 ₹6,000.00 ₹5,900.29 -1.66%
One Year 2025-11-03 ₹12,000.00 ₹12,258.79 +2.16%
Since Inception 2025-02-28 ₹21,000.00 ₹22,118.19 +5.32%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 16.65%
Pharmaceuticals & Biotechnology 8.45%
Automobiles 7.08%
Leisure Services 6.77%
Retailing 6.44%
Finance 5.97%
Healthcare Services 4.08%
Auto Components 4.05%
Consumer Durables 3.78%
Chemicals & Petrochemicals 3.65%
Beverages 3.61%
Power 3.24%
IT - Services 3.12%
Electrical Equipment 2.61%
Realty 2.56%
Insurance 2.53%
Transport Infrastructure 2.53%
IT - Software 2.36%
Personal Products 2.33%
Aerospace & Defense 2.14%
Cement & Cement Products 1.62%
Financial Technology (Fintech) 1.56%
Transport Services 1.44%
Other 1.43%

Top Holdings

Company-wise portfolio exposure

HDFC Bank Limited 6.30%
ICICI Bank Limited 6.10%
Kotak Mahindra Bank Limited 4.25%
Dixon Technologies (India) Limited 3.78%
Sun Pharmaceutical Industries Limited 3.44%
Bajaj Finance Limited 3.23%
TVS Motor Company Limited 3.20%
Affle 3i Limited 3.12%
Torrent Pharmaceuticals Limited 2.93%
Eternal Limited 2.92%
Mahindra & Mahindra Limited 2.73%
GE Vernova T&D India Limited 2.61%
Prestige Estates Projects Limited 2.56%
Star Health And Allied Insurance Company Limited 2.53%
JSW Infrastructure Ltd 2.53%
Jubilant Foodworks Limited 2.42%
Global Health Limited 2.36%
Coforge Limited 2.36%
Honasa Consumer Limited 2.33%
Devyani International Limited 2.29%
Balkrishna Industries Limited 2.17%
Hindustan Aeronautics Limited 2.14%
Acme Solar Holdings Ltd 2.12%
IPCA Laboratories Limited 2.08%
TBO Tek Limited 2.06%
Radico Khaitan Limited 2.03%
Deepak Nitrite Limited 1.94%
FSN E-Commerce Ventures Limited 1.89%
Samvardhana Motherson International Limited 1.88%
Dr. Lal Path Labs Limited 1.72%
Navin Fluorine International Limited 1.71%
Trent Limited 1.63%
JSW Cement Limited 1.62%
Allied Blenders And Distillers Limited 1.58%
L&T Finance Limited 1.58%
PB Fintech Limited 1.56%
Container Corporation of India Limited 1.44%
Poonawalla Fincorp Limited 1.16%
Eicher Motors Limited 1.15%
NTPC Green Energy Limited 1.12%
Triparty Repo 2.03%
Cash Margin - CCIL 0.01%
Net Current Assets -0.61%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.48%
Return volatility
β
Beta
0.92
Benchmark sensitivity
S
Sharpe Ratio
0.57
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%
PGIM India Healthcare Fund - Regular Plan - Growth 16.27% 0.00% 9.01%
Franklin Asian Equity Fund - Regular Plan - Growth 16.05% 19.91% 7.84%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from NIPPON INDIA MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
Nippon India Nifty Pharma ETF - Regular Plan - Growth 21.71% 22.79% 13.26%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
Nippon India Silver ETF - Regular Plan - Growth 17.44% 33.96% 23.73%
Nippon India Silver ETF Fund Of Fund (FOF) - Regular Plan - Growth 15.80% 32.54% 22.37%
Nippon India ETF Gold Bees - Regular Plan - Growth 12.95% 0.00% 27.93%
Nippon India Gold Savings Fund - Regular Plan - Growth 12.26% 29.12% 11.07%
Nippon India - US Equity Opportunities Fund - Regular Plan - Growth 10.22% 17.21% 13.29%
Nippon India Pharma Fund - Regular Plan - Growth 8.21% 17.44% 19.67%
Nippon India Credit Risk Fund - Institutional Plan - Growth 7.24% 8.26% 7.25%

Returns are historical and do not guarantee future performance.

View All NIPPON INDIA MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.27%
Expense Ratio (Direct)
1.28%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

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