Nippon India Active Momentum Fund - Regular Plan- Growth Option
Category: Equity: Thematic-Active-Momentum
Launch Date: 28-02-2025
AUM:
346.89 Cr
Expense Ratio
1.68%
Benchmark
NIFTY 500 TRI
ISIN
INF204KC1EH1
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- Growth Option | 7.46 | - | - |
| NIFTY 500 TRI | 5.1 | 16.78 | 14.78 |
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
11.9765
Last change
-0.09 (-0.7782%)
Fund Size (AUM)
₹ 346.89 Cr
Performance
17.31% (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/- | 7.51 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.67 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.45 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.25 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.14 |
| Multi Commodity Exchange of India Ltd | 2.83 |
| VEDANTA LIMITED EQ NEW RS.1/- | 2.78 |
| L & T FINANCE HOLDINGS LIMITED EQ | 2.77 |
| BANK OF BARODA EQ NEW FV RS. 2/- | 2.72 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.7 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 36.16 |
| Automobile and Auto Components | 15.0 |
| Capital Goods | 12.55 |
| Metals & Mining | 7.09 |
| Healthcare | 4.6 |
| Consumer Services | 3.81 |
| Fast Moving Consumer Goods | 3.72 |
| Services | 3.3 |
| Telecommunication | 2.67 |
| Chemicals | 2.12 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Nippon India Active Momentum Fund Reg Plan Gr | 0.0 |
| Motilal Oswal Active Momentum Fund Reg Gr | 0.0 |
| Union Active Momentum Fund Reg Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |