October 29, 2025
RA Jainee
Nippon India Active Momentum Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 12.1016
NAV IDCW: Rs 12.1016
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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 Manager:
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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 60 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 1 year |
Basic Details of Nippon India Active Momentum Fund
| Fund House | Nippon India Mutual Fund |
| Launch Date | 28-Feb-25 |
| Return Since Launch | 21.02% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 254 Cr |
| (As on 30-Sep-2025) | |
| Expense | 0.69% |
| (As on 30-Sep-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Active Momentum Dir | — | -0.09 | 5.29 | 5.07 | 10.13 | — | — | — | — | — |
| BSE 500 TRI | — | -0.11 | 4.86 | 4.52 | 8.42 | — | — | — | — | — |
Peer Comparison of Nippon India Active Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turn over (%) | |
| Nippon India Active Momentum Dir | Unrated | — | — | — | 0.69 | 254 | 21.02 | 1.00 (365) | 8M | — |
| ICICI Pru India Opportunities Dir | Unrated | 10.10 | 24.29 | 34.33 | 0.64 | 30,802 | 22.9 | 1.00 (365) | 6Y 9M | 60.00 |
| Franklin India Opportunities Dir | Unrated | 9.55 | 32.14 | 29.19 | 0.52 | 7,766 | 18.4 | 1.00 (365) | 12Y 9M | 45.19 |
| HDFC Defence Dir | Unrated | 24.39 | — | — | 0.75 | 7,024 | 47.05 | 1.00 (365) | 2Y 4M | 14.80 |
| Sundaram Services Dir | Unrated | 12.78 | 20.27 | 26.61 | 0.72 | 4,426 | 21.35 | 1.00 (365) | 7Y 1M | 45.70 |
Portfolio Analysis of Nippon India Active Momentum Fund
| No. of Stocks | 40 |
| Top 10 Stocks | 37.78% |
| Top 5 Stocks | 22.16% |
| Top 3 Sectors | 64.58% |
| Portfolio P/B Ratio | 4.91 |
| Portfolio P/E Ratio | 34.14 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,24,100 | 1,33,662 |
| Giant (%) | 40.60 | 42.45 |
| Large (%) | 22.77 | 24.42 |
| Mid (%) | 36.63 | 29.41 |
| Small (%) | — | 8.88 |
| Tiny (%) | — | 0.02 |
Chanakya’s Mutual Fund Guidance For Nippon India Active Momentum Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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