Nippon India Active Momentum Fund
- NAV as on 9 Nov 2026
- ₹12.90+0.26%1 day
- Return since launch
- 16.2%
- 52-week range
- ₹10.74 — ₹13.30
- AUM
- ₹592 Cr
Nippon India Active Momentum Fund is a Quant equity fund from Nippon India Mutual Fund with ₹592 Cr under management, launched in 2025. The expense ratio is 2.30% 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 +8.1% against 0.0% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 11.2% | +9.4 pts | 1.8% | 2.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 5.4% | +1.0 pts | 4.5% | 5.4% |
| 3M | -2.7% | −0.1 pts | -2.6% | -2.5% |
| 6M | 6.9% | +4.4 pts | 2.5% | 1.6% |
| 1Y | 8.1% | +6.3 pts | 1.8% | -0.1% |
Since launch (10 Feb 2025): 16.2%
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
2.30%
Expense ratio as on 31 Oct 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.46%
- Brokerage
- 0.18%
- Transaction charges
- 0.01%
- Statutory levies
- 0.65%
- 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 30 Sep 2026
Asset allocation
- Equity98.6%
- Debt0.0%
- Other1.4%
Market cap split
- Large42.5%
- Mid29.3%
- Small28.2%
- P/E
- 34.28
- P/B
- 4.51
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 6.30% | ₹37.30 Cr | +7.72% | +6.46% | +5.98% |
| ICICI Bank Ltd. | Financial | 6.10% | ₹36.11 Cr | +6.06% | — | +4.77% |
| Kotak Mahindra Bank Ltd. | Financial | 4.25% | ₹25.18 Cr | — | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 3.78% | ₹22.38 Cr | +2.46% | — | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 3.44% | ₹20.35 Cr | +2.40% | +1.99% | — |
| Bajaj Finance Ltd. | Financial | 3.23% | ₹19.14 Cr | +3.37% | — | +3.34% |
| TVS Motor Company Ltd. | Automobile | 3.20% | ₹18.92 Cr | +1.73% | +2.23% | +3.11% |
| Affle 3I Ltd. | Technology | 3.12% | ₹18.45 Cr | — | — | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.93% | ₹17.36 Cr | — | — | — |
| Eternal Ltd. | Services | 2.92% | ₹17.29 Cr | +3.11% | — | +3.28% |
| Mahindra & Mahindra Ltd. | Automobile | 2.73% | ₹16.17 Cr | +3.06% | +2.85% | +3.64% |
| GE Vernova T&D India Ltd | Capital Goods | 2.61% | ₹15.45 Cr | +3.49% | +3.41% | — |
| Prestige Estates Projects Ltd. | Construction | 2.56% | ₹15.16 Cr | +1.80% | — | — |
| JSW Infrastructure Ltd. | Services | 2.53% | ₹15.00 Cr | — | — | — |
| Star Health and Allied Insurance Company Ltd. | Insurance | 2.53% | ₹14.98 Cr | +2.18% | — | — |
| Jubilant FoodWorks Ltd. | Services | 2.42% | ₹14.32 Cr | — | — | — |
| Coforge Ltd. | Technology | 2.36% | ₹13.96 Cr | — | — | — |
| Global Health Ltd. | Healthcare | 2.36% | ₹13.97 Cr | — | — | — |
| Honasa Consumer Ltd. | Consumer Staples | 2.33% | ₹13.82 Cr | +2.56% | — | — |
| Devyani International Ltd. | Services | 2.29% | ₹13.57 Cr | — | — | — |
| Balkrishna Industries Ltd. | Automobile | 2.17% | ₹12.88 Cr | — | — | — |
| Hindustan Aeronautics Ltd. | Capital Goods | 2.14% | ₹12.65 Cr | +2.58% | — | — |
| ACME Solar Holdings Ltd. | Energy | 2.12% | ₹12.56 Cr | +2.37% | +2.16% | — |
| Ipca Laboratories Ltd. | Healthcare | 2.08% | ₹12.28 Cr | — | — | — |
| TBO Tek Ltd. | Services | 2.06% | ₹12.20 Cr | +1.14% | +1.12% | — |
| Radico Khaitan Ltd. | Consumer Staples | 2.03% | ₹11.99 Cr | +2.36% | +2.08% | +1.59% |
| Deepak Nitrite Ltd. | Chemicals | 1.94% | ₹11.49 Cr | — | — | — |
| FSN E-Commerce Ventures Ltd. | Services | 1.89% | ₹11.20 Cr | +2.37% | +2.37% | +2.92% |
| Samvardhana Motherson International Ltd. | Automobile | 1.88% | ₹11.13 Cr | +2.20% | +2.07% | — |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.72% | ₹10.18 Cr | — | — | — |
| Navin Fluorine International Ltd. | Chemicals | 1.71% | ₹10.13 Cr | +2.05% | +2.18% | +1.45% |
| Trent Ltd. | Services | 1.63% | ₹9.65 Cr | +2.63% | — | — |
| JSW Cement Ltd. | Materials | 1.62% | ₹9.56 Cr | — | — | — |
| Allied Blenders And Distillers Ltd. | Consumer Staples | 1.58% | ₹9.35 Cr | +1.89% | +1.51% | — |
| L&T Finance Ltd. | Financial | 1.58% | ₹9.36 Cr | +2.39% | +2.44% | +2.60% |
| PB Fintech Ltd. | Services | 1.56% | ₹9.23 Cr | — | — | — |
| Container Corporation Of India Ltd. | Services | 1.44% | ₹8.52 Cr | — | — | — |
| Others | Others | 1.43% | ₹8.41 Cr | +0.06% | +0.15% | +0.03% |
| Poonawalla Fincorp Ltd. | Financial | 1.16% | ₹6.89 Cr | — | — | — |
| Eicher Motors Ltd. | Automobile | 1.15% | ₹6.79 Cr | +1.46% | +1.80% | — |
| NTPC Green Energy Ltd. | Energy | 1.12% | ₹6.64 Cr | +1.48% | +1.89% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Kotak Mahindra Bank Ltd. | 0.00% | 4.25% | +4.25% |
| Torrent Pharmaceuticals Ltd. | 0.00% | 2.93% | +2.93% |
| State Bank of India | 2.64% | 0.00% | -2.64% |
| GE Vernova T&D India Ltd | 0.00% | 2.61% | +2.61% |
| Tech Mahindra Ltd. | 2.43% | 0.00% | -2.43% |
| Mahindra & Mahindra Financial Services Ltd. | 2.28% | 0.00% | -2.28% |
| Mphasis Ltd. | 1.76% | 0.00% | -1.76% |
| Dr. Lal Pathlabs Ltd. | 0.00% | 1.72% | +1.72% |
| PB Fintech Ltd. | 2.88% | 1.56% | -1.32% |
| Dixon Technologies (India) Ltd. | 2.49% | 3.78% | +1.29% |
| ICICI Bank Ltd. | 7.03% | 6.10% | -0.93% |
| TBO Tek Ltd. | 1.14% | 2.06% | +0.92% |
| Star Health and Allied Insurance Company Ltd. | 1.71% | 2.53% | +0.82% |
| Affle 3I Ltd. | 2.32% | 3.12% | +0.80% |
| TVS Motor Company Ltd. | 2.41% | 3.20% | +0.79% |
| HDFC Bank Ltd. | 5.58% | 6.30% | +0.72% |
| Sun Pharmaceutical Industries Ltd. | 2.80% | 3.44% | +0.64% |
| Bajaj Finance Ltd. | 3.73% | 3.23% | -0.50% |
| Mahindra & Mahindra Ltd. | 3.18% | 2.73% | -0.45% |
| Coforge Ltd. | 2.80% | 2.36% | -0.44% |
| L&T Finance Ltd. | 2.00% | 1.58% | -0.42% |
| Prestige Estates Projects Ltd. | 2.96% | 2.56% | -0.40% |
| Deepak Nitrite Ltd. | 2.32% | 1.94% | -0.38% |
| Jubilant FoodWorks Ltd. | 2.75% | 2.42% | -0.33% |
| Balkrishna Industries Ltd. | 2.45% | 2.17% | -0.28% |
| Container Corporation Of India Ltd. | 1.72% | 1.44% | -0.28% |
| FSN E-Commerce Ventures Ltd. | 2.16% | 1.89% | -0.27% |
| JSW Cement Ltd. | 1.88% | 1.62% | -0.26% |
| Devyani International Ltd. | 2.04% | 2.29% | +0.25% |
| Trent Ltd. | 1.87% | 1.63% | -0.24% |
| Eternal Ltd. | 3.14% | 2.92% | -0.22% |
| Eicher Motors Ltd. | 1.34% | 1.15% | -0.19% |
| Samvardhana Motherson International Ltd. | 2.06% | 1.88% | -0.18% |
| Navin Fluorine International Ltd. | 1.89% | 1.71% | -0.18% |
| Allied Blenders And Distillers Ltd. | 1.42% | 1.58% | +0.16% |
| Hindustan Aeronautics Ltd. | 2.30% | 2.14% | -0.16% |
| Radico Khaitan Ltd. | 2.18% | 2.03% | -0.15% |
| Ipca Laboratories Ltd. | 2.23% | 2.08% | -0.15% |
| Honasa Consumer Ltd. | 2.19% | 2.33% | +0.14% |
| Poonawalla Fincorp Ltd. | 1.27% | 1.16% | -0.11% |
| ACME Solar Holdings Ltd. | 2.03% | 2.12% | +0.09% |
| Global Health Ltd. | 2.31% | 2.36% | +0.05% |
| Others | 0.02% | 0.01% | -0.01% |
| JSW Infrastructure Ltd. | 2.53% | 2.53% | 0.00% |
| NTPC Green Energy Ltd. | 1.12% | 1.12% | 0.00% |
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 | ₹669 Cr | 2.54% | 7.8% | 5.6% | 12.3% |
 Quant Quantamental Fund | ₹1,547 Cr | 2.75% | 8.6% | 6.5% | 14.1% |
 Samco Active Momentum Fund | ₹775 Cr | 3.40% | 21.2% | 6.8% | — |
 360 ONE Quant Fund | ₹751 Cr | 2.45% | -1.8% | 2.6% | — |
 ICICI Prudential Quant Fund | ₹164 Cr | 2.83% | 6.3% | 5.9% | 10.4% |
| Nippon India Quant Fund | ₹108 Cr | 1.27% | 4.8% | 6.1% | 12.3% |
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 months6.88% absolute | ₹60,000 | ₹64,128 | 6.88% | |
| 1 year8.06% annualised | ₹1,20,000 | ₹1,25,370 | 4.48% |
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.