Nippon India Active Momentum Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹131 Cr
Expense Ratio
-
ISIN
INF204KC1EK5
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
28 Feb 2025
About this fund
- Nippon India Active Momentum Fund Direct Growth has given a CAGR return of 8.43% since inception.
- The fund's asset allocation comprises around 97.30% in equities, 0.00% in debts, and 2.70% in cash & cash equivalents.
- You can start investing in Nippon India Active Momentum Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+8.43%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹127.44 Cr | 97.30% |
| Others | ₹3.54 Cr | 2.70% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹7.35 Cr | 5.61% |
| Bharti Airtel Ltd | Equity | ₹4.77 Cr | 3.64% |
| UltraTech Cement Ltd | Equity | ₹4.52 Cr | 3.45% |
| Bajaj Finance Ltd | Equity | ₹4.49 Cr | 3.43% |
| Mahindra & Mahindra Ltd | Equity | ₹4.44 Cr | 3.39% |
| Bharat Electronics Ltd | Equity | ₹4.33 Cr | 3.31% |
| Vedanta Ltd | Equity | ₹4.19 Cr | 3.20% |
| Triparty Repo | Cash - Repurchase Agreement | ₹3.95 Cr | 3.01% |
| InterGlobe Aviation Ltd | Equity | ₹3.93 Cr | 3.00% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹3.69 Cr | 2.82% |
| PB Fintech Ltd | Equity | ₹3.66 Cr | 2.79% |
| Shriram Finance Ltd | Equity | ₹3.61 Cr | 2.75% |
| Eicher Motors Ltd | Equity | ₹3.49 Cr | 2.66% |
| Indian Hotels Co Ltd | Equity | ₹3.46 Cr | 2.64% |
| Divi's Laboratories Ltd | Equity | ₹3.35 Cr | 2.56% |
| Maruti Suzuki India Ltd | Equity | ₹3.34 Cr | 2.55% |
| Info Edge (India) Ltd | Equity | ₹3.12 Cr | 2.38% |
| United Spirits Ltd | Equity | ₹2.92 Cr | 2.23% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹2.91 Cr | 2.22% |
| Dixon Technologies (India) Ltd | Equity | ₹2.87 Cr | 2.19% |
| Coromandel International Ltd | Equity | ₹2.86 Cr | 2.19% |
| Welspun Corp Ltd | Equity | ₹2.86 Cr | 2.18% |
| Muthoot Finance Ltd | Equity | ₹2.82 Cr | 2.16% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹2.78 Cr | 2.13% |
| SRF Ltd | Equity | ₹2.78 Cr | 2.12% |
| Persistent Systems Ltd | Equity | ₹2.76 Cr | 2.10% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹2.74 Cr | 2.09% |
| DLF Ltd | Equity | ₹2.72 Cr | 2.08% |
| Macrotech Developers Ltd | Equity | ₹2.71 Cr | 2.07% |
| JK Cement Ltd | Equity | ₹2.69 Cr | 2.06% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹2.63 Cr | 2.01% |
| Wipro Ltd | Equity | ₹2.62 Cr | 2.00% |
| KFin Technologies Ltd | Equity | ₹2.57 Cr | 1.97% |
| Blue Star Ltd | Equity | ₹2.56 Cr | 1.96% |
| Lemon Tree Hotels Ltd | Equity | ₹2.55 Cr | 1.94% |
| City Union Bank Ltd | Equity | ₹2.39 Cr | 1.83% |
| Navin Fluorine International Ltd | Equity | ₹2.31 Cr | 1.76% |
| One97 Communications Ltd | Equity | ₹2.26 Cr | 1.72% |
| Coforge Ltd | Equity | ₹2.03 Cr | 1.55% |
| Karur Vysya Bank Ltd | Equity | ₹1.88 Cr | 1.44% |
| PG Electroplast Ltd | Equity | ₹1.47 Cr | 1.12% |
| Net Current Assets | Cash | ₹-0.42 Cr | 0.32% |
| Cash Margin - Ccil | Cash - Collateral | ₹0.01 Cr | 0.01% |
| Cash | Cash | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
52.40%
Mid Cap Stocks
30.44%
Small Cap Stocks
14.47%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹28.94 Cr | 22.10% |
| Basic Materials | ₹19.44 Cr | 14.84% |
| Industrials | ₹19.02 Cr | 14.52% |
| Consumer Cyclical | ₹17.27 Cr | 13.19% |
| Technology | ₹16.58 Cr | 12.66% |
| Healthcare | ₹9.95 Cr | 7.60% |
| Communication Services | ₹7.89 Cr | 6.02% |
| Real Estate | ₹5.43 Cr | 4.15% |
| Consumer Defensive | ₹2.92 Cr | 2.23% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Ashutosh Bhargava
Since February 2025
Kinjal Desai
Since February 2025
Additional Scheme Detailsas of 31st March 2025
ISIN INF204KC1EK5 | Expense Ratio - | Exit Load 1.00% | Fund Size ₹131 Cr | Age 1 month | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
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What is the current NAV of Nippon India Active Momentum Fund Direct Growth?
What is the portfolio composition of Nippon India Active Momentum Fund Direct Growth?
Who manages the Nippon India Active Momentum Fund Direct Growth?
- Ashutosh Bhargava
- Kinjal Desai
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Identify potential risks in your portfolio and learn to fix them
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Nippon India Active Momentum Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹131 Cr
Expense Ratio
-
ISIN
INF204KC1EK5
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
28 Feb 2025
Risk Level
Your principal amount will be at Very High Risk
About this fund
- Nippon India Active Momentum Fund Direct Growth has given a CAGR return of 8.43% since inception.
- The fund's asset allocation comprises around 97.30% in equities, 0.00% in debts, and 2.70% in cash & cash equivalents.
- You can start investing in Nippon India Active Momentum Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+8.43%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹127.44 Cr | 97.30% |
| Others | ₹3.54 Cr | 2.70% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹7.35 Cr | 5.61% |
| Bharti Airtel Ltd | Equity | ₹4.77 Cr | 3.64% |
| UltraTech Cement Ltd | Equity | ₹4.52 Cr | 3.45% |
| Bajaj Finance Ltd | Equity | ₹4.49 Cr | 3.43% |
| Mahindra & Mahindra Ltd | Equity | ₹4.44 Cr | 3.39% |
| Bharat Electronics Ltd | Equity | ₹4.33 Cr | 3.31% |
| Vedanta Ltd | Equity | ₹4.19 Cr | 3.20% |
| Triparty Repo | Cash - Repurchase Agreement | ₹3.95 Cr | 3.01% |
| InterGlobe Aviation Ltd | Equity | ₹3.93 Cr | 3.00% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹3.69 Cr | 2.82% |
| PB Fintech Ltd | Equity | ₹3.66 Cr | 2.79% |
| Shriram Finance Ltd | Equity | ₹3.61 Cr | 2.75% |
| Eicher Motors Ltd | Equity | ₹3.49 Cr | 2.66% |
| Indian Hotels Co Ltd | Equity | ₹3.46 Cr | 2.64% |
| Divi's Laboratories Ltd | Equity | ₹3.35 Cr | 2.56% |
| Maruti Suzuki India Ltd | Equity | ₹3.34 Cr | 2.55% |
| Info Edge (India) Ltd | Equity | ₹3.12 Cr | 2.38% |
| United Spirits Ltd | Equity | ₹2.92 Cr | 2.23% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹2.91 Cr | 2.22% |
| Dixon Technologies (India) Ltd | Equity | ₹2.87 Cr | 2.19% |
| Coromandel International Ltd | Equity | ₹2.86 Cr | 2.19% |
| Welspun Corp Ltd | Equity | ₹2.86 Cr | 2.18% |
| Muthoot Finance Ltd | Equity | ₹2.82 Cr | 2.16% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹2.78 Cr | 2.13% |
| SRF Ltd | Equity | ₹2.78 Cr | 2.12% |
| Persistent Systems Ltd | Equity | ₹2.76 Cr | 2.10% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹2.74 Cr | 2.09% |
| DLF Ltd | Equity | ₹2.72 Cr | 2.08% |
| Macrotech Developers Ltd | Equity | ₹2.71 Cr | 2.07% |
| JK Cement Ltd | Equity | ₹2.69 Cr | 2.06% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹2.63 Cr | 2.01% |
| Wipro Ltd | Equity | ₹2.62 Cr | 2.00% |
| KFin Technologies Ltd | Equity | ₹2.57 Cr | 1.97% |
| Blue Star Ltd | Equity | ₹2.56 Cr | 1.96% |
| Lemon Tree Hotels Ltd | Equity | ₹2.55 Cr | 1.94% |
| City Union Bank Ltd | Equity | ₹2.39 Cr | 1.83% |
| Navin Fluorine International Ltd | Equity | ₹2.31 Cr | 1.76% |
| One97 Communications Ltd | Equity | ₹2.26 Cr | 1.72% |
| Coforge Ltd | Equity | ₹2.03 Cr | 1.55% |
| Karur Vysya Bank Ltd | Equity | ₹1.88 Cr | 1.44% |
| PG Electroplast Ltd | Equity | ₹1.47 Cr | 1.12% |
| Net Current Assets | Cash | ₹-0.42 Cr | 0.32% |
| Cash Margin - Ccil | Cash - Collateral | ₹0.01 Cr | 0.01% |
| Cash | Cash | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
52.40%
Mid Cap Stocks
30.44%
Small Cap Stocks
14.47%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹28.94 Cr | 22.10% |
| Basic Materials | ₹19.44 Cr | 14.84% |
| Industrials | ₹19.02 Cr | 14.52% |
| Consumer Cyclical | ₹17.27 Cr | 13.19% |
| Technology | ₹16.58 Cr | 12.66% |
| Healthcare | ₹9.95 Cr | 7.60% |
| Communication Services | ₹7.89 Cr | 6.02% |
| Real Estate | ₹5.43 Cr | 4.15% |
| Consumer Defensive | ₹2.92 Cr | 2.23% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Ashutosh Bhargava
Since February 2025
Kinjal Desai
Since February 2025
Additional Scheme Detailsas of 31st March 2025
ISIN INF204KC1EK5 | Expense Ratio - | Exit Load 1.00% | Fund Size ₹131 Cr | Age 1 month | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Nippon India Active Momentum Fund Direct Growth?
What is the portfolio composition of Nippon India Active Momentum Fund Direct Growth?
Who manages the Nippon India Active Momentum Fund Direct Growth?
- Ashutosh Bhargava
- Kinjal Desai
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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