Nippon India Active Momentum Fund
- NAV as on 24 Sep 2026
- ₹12.63-2.16%1 day
- Return since launch
- 17.9%
- 52-week range
- ₹10.74 — ₹13.30
- AUM
- ₹565 Cr
Nippon India Active Momentum Fund is a Quant equity fund from Nippon India Mutual Fund with ₹565 Cr under management, launched in 2025. The expense ratio is 2.21% and the SEBI riskometer reading is Very High.
Performance
Nippon India Active Momentum Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +8.5% against -0.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 8.1% | +5.2 pts | 2.9% | -2.5% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -5.1% | −1.4 pts | -3.7% | -3.9% |
| 3M | 0.3% | +1.0 pts | -0.7% | -1.1% |
| 6M | 12.5% | +4.5 pts | 8.0% | 5.2% |
| 1Y | 8.5% | +5.6 pts | 2.9% | -0.2% |
Since launch (10 Feb 2025): 17.9%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.27%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.44%
- Brokerage
- 0.18%
- Transaction charges
- 0.01%
- Statutory levies
- 0.64%
- Exit load
- Exit load of 1%, if redeemed within 1 year.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Nippon India Active Momentum Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity97.3%
- Debt0.0%
- Other2.6%
Market cap split
- Large41.6%
- Mid33.7%
- Small24.7%
- P/E
- 32.74
- P/B
- 4.31
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 7.03% | ₹39.72 Cr | — | — | +5.39% |
| HDFC Bank Ltd. | Financial | 5.58% | ₹31.57 Cr | +5.73% | +7.51% | +5.39% |
| Bajaj Finance Ltd. | Financial | 3.73% | ₹21.08 Cr | — | — | +3.01% |
| Mahindra & Mahindra Ltd. | Automobile | 3.18% | ₹17.99 Cr | +3.29% | +3.14% | +3.70% |
| Eternal Ltd. | Services | 3.14% | ₹17.73 Cr | +3.19% | — | — |
| Prestige Estates Projects Ltd. | Construction | 2.96% | ₹16.71 Cr | — | — | — |
| company:17104 | Services | 2.88% | ₹16.28 Cr | — | — | — |
| Coforge Ltd. | Technology | 2.80% | ₹15.84 Cr | — | — | +2.59% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 2.80% | ₹15.84 Cr | +2.51% | — | — |
| Jubilant FoodWorks Ltd. | Services | 2.75% | ₹15.55 Cr | — | — | — |
| Others | Others | 2.66% | ₹14.98 Cr | +0.01% | +0.03% | +0.01% |
| State Bank of India | Financial | 2.64% | ₹14.91 Cr | +3.20% | +4.67% | — |
| JSW Infrastructure Ltd. | Services | 2.53% | ₹14.30 Cr | — | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 2.49% | ₹14.11 Cr | — | — | — |
| company:429 | Automobile | 2.45% | ₹13.86 Cr | — | — | — |
| Tech Mahindra Ltd. | Technology | 2.43% | ₹13.75 Cr | +2.49% | — | — |
| TVS Motor Company Ltd. | Automobile | 2.41% | ₹13.64 Cr | +1.82% | +2.46% | +3.23% |
| company:15694 | Technology | 2.32% | ₹13.13 Cr | — | — | — |
| company:873 | Chemicals | 2.32% | ₹13.14 Cr | — | — | — |
| company:17810 | Healthcare | 2.31% | ₹13.06 Cr | — | — | — |
| Hindustan Aeronautics Ltd. | Capital Goods | 2.30% | ₹13.01 Cr | +1.83% | — | — |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 2.28% | ₹12.90 Cr | — | — | — |
| company:1748 | Healthcare | 2.23% | ₹12.59 Cr | — | — | — |
| Honasa Consumer Ltd. | Consumer Staples | 2.19% | ₹12.36 Cr | +2.46% | — | — |
| Radico Khaitan Ltd. | Consumer Staples | 2.18% | ₹12.32 Cr | +2.28% | +2.01% | — |
| FSN E-Commerce Ventures Ltd. | Services | 2.16% | ₹12.23 Cr | +2.16% | +2.56% | +3.16% |
| Samvardhana Motherson International Ltd. | Automobile | 2.06% | ₹11.64 Cr | +2.34% | +2.51% | — |
| company:16964 | Services | 2.04% | ₹11.54 Cr | — | — | — |
| ACME Solar Holdings Ltd. | Energy | 2.03% | ₹11.50 Cr | +2.09% | +1.86% | — |
| L&T Finance Ltd. | Financial | 2.00% | ₹11.33 Cr | +2.39% | +2.77% | +2.23% |
| Navin Fluorine International Ltd. | Chemicals | 1.89% | ₹10.66 Cr | +2.07% | +2.12% | +1.41% |
| JSW Cement Ltd. | Materials | 1.88% | ₹10.63 Cr | — | — | — |
| Trent Ltd. | Services | 1.87% | ₹10.60 Cr | +2.44% | — | — |
| Mphasis Ltd. | Technology | 1.76% | ₹9.97 Cr | +1.51% | +1.79% | — |
| Container Corporation Of India Ltd. | Services | 1.72% | ₹9.75 Cr | — | — | — |
| Star Health and Allied Insurance Company Ltd. | Insurance | 1.71% | ₹9.65 Cr | — | — | — |
| Allied Blenders And Distillers Ltd. | Consumer Staples | 1.42% | ₹8.04 Cr | +1.71% | +1.71% | — |
| Eicher Motors Ltd. | Automobile | 1.34% | ₹7.56 Cr | +1.61% | +2.10% | — |
| Poonawalla Fincorp Ltd. | Financial | 1.27% | ₹7.20 Cr | — | — | — |
| TBO Tek Ltd. | Services | 1.14% | ₹6.42 Cr | +1.07% | +1.25% | — |
| NTPC Green Energy Ltd. | Energy | 1.12% | ₹6.36 Cr | +1.73% | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:17104 | 0.00% | 2.88% | +2.88% |
| GE Vernova T&D India Ltd | 2.78% | 0.00% | -2.78% |
| company:429 | 0.00% | 2.45% | +2.45% |
| company:15694 | 0.00% | 2.32% | +2.32% |
| company:873 | 0.00% | 2.32% | +2.32% |
| company:17810 | 0.00% | 2.31% | +2.31% |
| Multi Commodity Exchange Of India Ltd. | 2.24% | 0.00% | -2.24% |
| company:1748 | 0.00% | 2.23% | +2.23% |
| company:16964 | 0.00% | 2.04% | +2.04% |
| Asian Paints Ltd. | 2.03% | 0.00% | -2.03% |
| Varun Beverages Ltd. | 1.87% | 0.00% | -1.87% |
| Fortis Healthcare Ltd. | 1.76% | 0.00% | -1.76% |
| Craftsman Automation Ltd. | 1.27% | 0.00% | -1.27% |
| Prestige Estates Projects Ltd. | 1.69% | 2.96% | +1.27% |
| RBL Bank Ltd. | 1.26% | 0.00% | -1.26% |
| HDFC Bank Ltd. | 6.60% | 5.58% | -1.02% |
| Jubilant FoodWorks Ltd. | 2.17% | 2.75% | +0.58% |
| Mahindra & Mahindra Ltd. | 3.69% | 3.18% | -0.51% |
| JSW Infrastructure Ltd. | 2.06% | 2.53% | +0.47% |
| Sun Pharmaceutical Industries Ltd. | 2.34% | 2.80% | +0.46% |
| Mahindra & Mahindra Financial Services Ltd. | 2.64% | 2.28% | -0.36% |
| JSW Cement Ltd. | 2.22% | 1.88% | -0.34% |
| Tech Mahindra Ltd. | 2.76% | 2.43% | -0.33% |
| Trent Ltd. | 2.19% | 1.87% | -0.32% |
| Star Health and Allied Insurance Company Ltd. | 2.02% | 1.71% | -0.31% |
| TVS Motor Company Ltd. | 2.68% | 2.41% | -0.27% |
| ICICI Bank Ltd. | 6.77% | 7.03% | +0.26% |
| Container Corporation Of India Ltd. | 1.98% | 1.72% | -0.26% |
| Bajaj Finance Ltd. | 3.48% | 3.73% | +0.25% |
| State Bank of India | 2.86% | 2.64% | -0.22% |
| Hindustan Aeronautics Ltd. | 2.49% | 2.30% | -0.19% |
| L&T Finance Ltd. | 2.18% | 2.00% | -0.18% |
| Radico Khaitan Ltd. | 2.36% | 2.18% | -0.18% |
| Allied Blenders And Distillers Ltd. | 1.59% | 1.42% | -0.17% |
| Dixon Technologies (India) Ltd. | 2.64% | 2.49% | -0.15% |
| FSN E-Commerce Ventures Ltd. | 2.31% | 2.16% | -0.15% |
| Mphasis Ltd. | 1.91% | 1.76% | -0.15% |
| NTPC Green Energy Ltd. | 1.27% | 1.12% | -0.15% |
| Poonawalla Fincorp Ltd. | 1.42% | 1.27% | -0.15% |
| Eicher Motors Ltd. | 1.47% | 1.34% | -0.13% |
| Eternal Ltd. | 3.24% | 3.14% | -0.10% |
| Honasa Consumer Ltd. | 2.29% | 2.19% | -0.10% |
| Coforge Ltd. | 2.72% | 2.80% | +0.08% |
| Navin Fluorine International Ltd. | 1.84% | 1.89% | +0.05% |
| ACME Solar Holdings Ltd. | 2.05% | 2.03% | -0.02% |
| Samvardhana Motherson International Ltd. | 2.04% | 2.06% | +0.02% |
| TBO Tek Ltd. | 1.12% | 1.14% | +0.02% |
| Others | 0.01% | 0.02% | +0.01% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹769 Cr | 2.46% | 4.2% | 5.1% | 12.8% |
 Quant Quantamental Fund | ₹1,632 Cr | 2.94% | 4.7% | 6.0% | 14.3% |
 360 ONE Quant Fund | ₹846 Cr | 2.55% | -5.5% | 2.9% | — |
 Samco Active Momentum Fund | ₹752 Cr | 3.23% | 29.5% | 9.3% | — |
 Kotak Quant Fund | ₹497 Cr | 2.26% | -2.3% | 3.4% | — |
| Nippon India Quant Fund | ₹116 Cr | 1.31% | -5.4% | 4.0% | 11.3% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks 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.
Fund managers
- Amber SinghaniaMMS Finance (Mumbai University)Prior to joining the Nippon India AMC, he was associated with Asian Markets Securities Pvt. Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months12.48% absolute | ₹60,000 | ₹67,488 | 12.48% | |
| 1 year8.49% annualised | ₹1,20,000 | ₹1,25,664 | 4.72% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.