Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Category: Equity: Thematic-Active-Momentum
Launch Date: 28-02-2025
AUM:
₹ 402.86 Cr
Expense Ratio
1.67%
Benchmark
NIFTY 500 TRI
ISIN
INF204KC1EI9
Minimum Investment
500.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Shirish Guthe
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Nippon India Active Momentum Fund- Regular Plan- IDCW Option | 5.49 | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.0519
Last change
-0.04 (-0.2946%)
Fund Size (AUM)
₹ 402.86 Cr
Performance
16.15% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Shirish Guthe
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.25 |
| Triparty Repo | 4.81 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.95 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.73 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.6 |
| ZOMATO LIMITED EQ | 3.31 |
| Multi Commodity Exchange of India Ltd | 3.1 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.85 |
| Varun Beverages Ltd | 2.72 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 2.66 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.97 |
| Automobile and Auto Components | 11.42 |
| Capital Goods | 10.69 |
| Healthcare | 7.26 |
| Fast Moving Consumer Goods | 6.77 |
| Consumer Services | 6.76 |
| Metals & Mining | 6.46 |
| Power | 4.35 |
| Information Technology | 4.19 |
| Services | 2.98 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Nippon India Active Momentum Fund Reg Plan IDCW | 0.0 |