Mutual Funds

Nippon India Active Momentum Fund- Regular Plan- IDCW Option

Nippon India Mutual FundSectoral/ThematicVery High Risk
₹12.84+0.03 (+0.20%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹460 Cr

1Y Return

+9.4%

3Y CAGR

-

5Y CAGR

-

Expense

1.42%

Risk

Very High

Nippon India Active Momentum Fund- Regular Plan- IDCW Option
₹12.84+0.20%

1Y Return

+9.4%

3Y CAGR

-

5Y CAGR

-

Since Inception

+19.9%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.74
₹12.93

96% from 52W low

Fund Information

Sectoral/ThematicEquitySince 03-03-2025

Fund House

Nippon India Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity96.8%
Cash3.2%

Market Cap Split

Large Cap51.9%
Mid Cap26.0%
Small Cap15.4%

Top Holdings

51 stocks
Weight1M Change
1

HDFC Bank Ltd

Financial Services

6.25%+6.5%
2

Triparty Repo

4.81%0.0%
3

Axis Bank Ltd

Financial Services

3.95%+47.5%
4

State Bank of India

Financial Services

3.73%0.0%
5

GE Vernova T&D India Ltd

Industrials

3.60%0.0%
6

Eternal Ltd

Consumer Cyclical

3.31%0.0%
7

Multi Commodity Exchange of India Ltd

Financial Services

3.10%0.0%
8

Bharat Electronics Ltd

Industrials

2.85%0.0%
9

Varun Beverages Ltd

Consumer Defensive

2.72%0.0%
10

Sun Pharmaceuticals Industries Ltd

Healthcare

2.66%+51.0%

Sector Allocation

Weight1M Change
Financial Services
30.0%+54%
Consumer Cyclical
18.2%0%
Industrials
12.6%0%
Healthcare
7.3%+51%
Basic Materials
7.1%0%
Consumer Defensive
6.8%0%
Technology
5.3%0%
Utilities
4.1%0%
Communication Services
2.3%0%

Fundamentals

P/E Ratio

32.03

Cat avg: 29.36

P/B Ratio

4.54

Cat avg: 4.46

Dividend Yield

0.72%

Cat avg: 1.20%

Price/Sale

4.23

Price/Cash Flow

28.56

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Nippon India Active Momentum Reg IDCW-P4601.42+9.4%--
ICICI Pru India Opports Reg IDCW-P37,2571.31+0.7%+15.9%+17.9%
ICICI Pru Business Cycle Reg IDCW-P16,1381.42+1.0%+15.6%+15.7%
HDFC Defence Reg IDCW-P10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg IDCW-P10,3281.80+5.4%--
Franklin India Opportunities IDCW-P9,1921.51+0.7%+20.7%+17.7%
Nippon India Power & Infra Bns8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg IDCW-P7,6091.53+3.3%+18.7%-
ICICI Pru Manufacturing IDCW-P6,8431.55+7.9%+20.1%+18.6%
SBI PSU Reg IDCW-P6,6841.81+6.2%+24.9%+23.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹460 Cr
Expense Ratio1.42%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings44

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.