Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Expense Ratio: 1.65
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 10-02-2025
Exit Load: Nil
Fund Size:₹320.08 Cr
Performance
1Y
Fund9.05%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund20.16%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Triparty Repo | 29.16 | 8.41% |
| 2 | HDFC Bank Limited | 22.41 | 6.46% |
| 3 | State Bank of India | 13.77 | 3.97% |
| 4 | GE Vernova T&D India Limited | 11.82 | 3.41% |
| 5 | Bharat Electronics Limited | 10.67 | 3.08% |
| 6 | Multi Commodity Exchange of India Limited | 10.04 | 2.89% |
| 7 | Mahindra & Mahindra Limited | 9.90 | 2.85% |
| 8 | Lupin Limited | 9.90 | 2.85% |
| 9 | Axis Bank Limited | 9.87 | 2.85% |
| 10 | Vedanta Limited | 9.17 | 2.64% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 64913 | +8.2% | +17.7% |
| SI | 07 Mar, 25 | 85000 | 94430 | +11.1% | +16.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.09 L. | +9.1% | +9.1% |
| SI | 03 Mar, 25 | 1 L. | 1.29 L. | +28.5% | +20.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.