Money Lancer
Equity: Thematic-Active-Momentum
Nippon India Mutual Fund
Nippon India Mutual Fund · Equity: Thematic-Active-Momentum

Nippon India Active Momentum Fund - Regular Plan- Growth Option

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.

EquityBenchmark · NIFTY 500 TRITER · 1.67%Inception · 28-02-2025
NAV
11.99
+1.09% · as of 14-05-2026
Since inception
16.49%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹4 Cr
AUM
Expense ratio
1.67%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +16.49% CAGR vs benchmark +12.11%.

Portfolio

Where the money is invested

Top holdings

Triparty Repo8.41%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.46%
STATE BANK OF INDIA EQ NEW RE. 1/-3.97%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.41%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.08%
Multi Commodity Exchange of India Ltd2.89%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.85%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.85%
LUPIN LIMITED EQ NEW F.V. RS.2/-2.85%
VEDANTA LIMITED EQ NEW RS.1/-2.64%

Sector allocation

Financial Services31.96%
Capital Goods12.42%
Automobile and Auto Components12.20%
Metals & Mining7.13%
Healthcare6.99%
Power4.05%
Fast Moving Consumer Goods3.59%
Consumer Services3.49%
Services3.19%
Telecommunication2.62%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 16.5% p.a.
₹10,000
10 years
Projected value
₹30,56,865
Invested: ₹12,00,000
Gained: ₹18,56,865
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
S
Shirish Guthe
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153276
ISIN (Growth)
INF204KC1EH1
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Thematic-Active-Momentum funds

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us