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
Fund9.99%
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
Fund19.93%
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 | HDFC Bank Limited | 35.53 | 7.72% |
| 2 | ICICI Bank Limited | 27.86 | 6.06% |
| 3 | GE Vernova T&D India Limited | 16.05 | 3.49% |
| 4 | Bajaj Finance Limited | 15.48 | 3.37% |
| 5 | Triparty Repo | 14.90 | 3.24% |
| 6 | State Bank of India | 14.44 | 3.14% |
| 7 | Eternal Limited | 14.30 | 3.11% |
| 8 | Mahindra & Mahindra Limited | 14.06 | 3.06% |
| 9 | Trent Limited | 12.08 | 2.63% |
| 10 | Multi Commodity Exchange of India Limited | 11.92 | 2.59% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 64905 | +8.2% | +17.1% |
| SI | 07 Mar, 25 | 85000 | 94418 | +11.1% | +15.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.09 L. | +9.3% | N/A |
| SI | 03 Mar, 25 | 1 L. | 1.29 L. | +28.5% | +19.9% |
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.