Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Category: Equity: Thematic-Others
Launch Date: 28-02-2025
AUM:
₹ 221.19 Cr
Expense Ratio
1.65%
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 | 1.07 | 15.48 | 20.99 |
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
11.4198
Last change
-0 (-0.0429%)
Fund Size (AUM)
₹ 221.19 Cr
Performance
14.38% (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 (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.96 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.43 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.48 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.46 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.46 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.94 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 2.91 |
| ULTRATECH CEMENT LIMITED EQ | 2.84 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.8 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 2.78 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 39.71 |
| Capital Goods | 12.32 |
| Healthcare | 7.81 |
| Automobile and Auto Components | 7.72 |
| Chemicals | 6.07 |
| Construction Materials | 4.95 |
| Fast Moving Consumer Goods | 3.79 |
| Telecommunication | 3.46 |
| Services | 2.94 |
| Consumer Services | 2.75 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Nippon India Active Momentum Fund Reg Plan IDCW | 0.0 |
| Sundaram Services Reg Gr | 24.92 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Exports & Services Gr | 23.93 |
| ICICI Pru Commodities Gr | 30.57 |
| ICICI Pru India Opportunities Cum | 30.22 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 29.08 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.26 |
| SBI COMMA Fund Reg PLAN Gr | 20.48 |