Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Category: Equity: Thematic-Active-Momentum
Launch Date: 28-02-2025
AUM:
₹ 306.4 Cr
Expense Ratio
1.66%
Benchmark
NIFTY 500 TRI
ISIN
INF204KC1EI9
Minimum Investment
500.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Ashutosh Bhargava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Nippon India Active Momentum Fund- Regular Plan- IDCW Option | - | - | - |
| NIFTY 500 TRI | 7.58 | 16.79 | 15.88 |
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
11.8524
Last change
-0.13 (-1.0833%)
Fund Size (AUM)
₹ 306.4 Cr
Performance
18.71% (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
Ashutosh Bhargava
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.78 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.24 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.03 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.64 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.24 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.12 |
| Bajaj Finance Limited | 3.03 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 2.85 |
| BANK OF BARODA EQ NEW FV RS. 2/- | 2.77 |
| L & T FINANCE HOLDINGS LIMITED EQ | 2.76 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.9 |
| Automobile and Auto Components | 14.29 |
| Capital Goods | 9.99 |
| Metals & Mining | 6.75 |
| Consumer Services | 6.33 |
| Healthcare | 4.32 |
| Information Technology | 4.27 |
| Telecommunication | 4.03 |
| Services | 3.64 |
| Oil, Gas & Consumable Fuels | 2.35 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Nippon India Active Momentum Fund Reg Plan IDCW | 0.0 |
| Union Active Momentum Fund Reg Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |