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Nippon India Active Momentum Fund - Regular Plan- Growth Option

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NAV
₹ 10.6708 ₹ -0.1 (-0.95 %)
as on 28-03-2025
Asset Size (AUM)
0 Cr
Launch Date
Feb 28, 2025
Investment Objective
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.
Minimum Investment 500.0
Minimum Top-up 0.0
Investment Returns Since Launch in Feb 28, 2025
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6.88

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
1.66%
Volatility
0.0 %
Fund House
Nippon India Mutual Fund
Fund Manager
Ashutosh Bhargava
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 0.0)

Entry Load
Not applicable
Exit Load
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 28-03-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Nippon India Active Momentum Fund - Regular Plan- Growth Option 28-02-2025 0.0 0.0 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 02-06-2023 20.26 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 15.08 39.0 27.61 34.05 14.85
HSBC Business Cycles Fund - Regular Growth 20-08-2014 13.48 29.44 20.63 28.95 12.39
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 12.71 0.0 0.0 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 12.42 27.78 19.05 29.46 13.31
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 12.04 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 11.87 31.45 23.45 36.31 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 11.84 23.26 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 10.95 22.42 14.09 27.77 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings