January 23, 2025
mayank
Nippon India Active Momentum Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Nippon India Active Momentum Fund Open Date, Close Date?
NFO opens on February 10, 2025
NFO will close on February 24, 2025
Investment Strategy for this NFO?
The scheme seeks 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.
| Fund House | Nippon India Mutual Fund |
| Issue Open | 10 February 2025 |
| Issue Close | 24 February 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 1 year |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI |
About Benchmark Index for this NFO?
The Nifty 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
Nifty 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base period. Nifty 500 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 500 Total Returns Index, Nifty500 Industry Indices.
Portfolio Characteristics
| Methodology | Free Float Market Capitalization |
| No. of Constituents | 500 |
| Launch Date | |
| Base Date | January 01, 1995 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Nippon India Active Momentum Fund
1) Ashutosh Bhargava
Education: Mr. Bhargava is B.Com & MBA (Finance)
Experience: Prior to joining Nippon India Mutual Fund he has worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd.
AMC
Nippon Life India Asset Management Ltd.
Address: 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400013
Website: https://mf.nipponindiaim.com/
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Nippon India Active Momentum Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -7.81 | 15.16 | 15.16 | 17.78 | 10.91 |
| Total Return | -7.69 | 16.24 | 16.24 | 19.00 | 12.61 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 14.92 | 18.55 | 22.27 |
| Beta (NIFTY 50) | 1.03 | 0.96 | 0.93 |
| Correlation (NIFTY 50) | 0.95 | 0.98 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 25.56 | 3.88 | 1.12 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 7.31 |
| ICICI Bank Ltd. | 4.90 |
| Reliance Industries Ltd. | 4.47 |
| Infosys Ltd. | 3.67 |
| ITC Ltd. | 2.44 |
| Bharti Airtel Ltd. | 2.31 |
| Larsen & Toubro Ltd. | 2.30 |
| Tata Consultancy Services Ltd. | 2.27 |
| State Bank of India | 1.66 |
| Axis Bank Ltd. | 1.65 |
Note on Benchmark Performance:
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Ashutosh Bhargava
| Fund | Nippon India Multi Cap Fund | It’s Benchmark | Nippon India Equity Savings Fund | It’s Benchmark |
| 1 Year | 15.76 | 10.87 | 6.82 | 8.34 |
| 3 Year | 21.78 | 15.84 | 7.38 | 8.93 |
| 5 Year | 22.29 | — | 5.46 | 10.50 |
| 7 Year | 15.12 | — | 2.61 | 9.09 |
| 10 Year | 13.50 | — | — | — |
As on 23-1-2025
Note on Fund Managers’ performance
[ C ] Conclusion
X
Is it good to invest in Nippon India Active Momentum Fund NFO?
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