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Nippon India Active Momentum Fund-Reg(G)

As on Jan-14-2026 change fund
11.89  up0.06 (0.50%)

fund objective

The investment objective of the scheme is 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. There is no assurance that the investment objective of the Scheme will be achieved.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2024-20252025-2026
NAV in Rs (as on 14-Jan-2026)10.6711.89
Net Assets(Rs Crores) (as on 14-Jan-2026) 130.97 326.02
Scheme Returns(%)(Absolute)6.7013.06
B'mark Returns(%)(Absolute)NANA
Category Rank24/11945/128
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-202611.66-3.875.53NA
Top 10 holdings
company (%)
HDFC Bank Ltd.6.78 
State Bank Of India4.24 
Bharti Airtel Ltd.4.03 
Mahindra & Mahindra Ltd.3.64 
Multi Commodity Exchange Of In...3.24 
GE Vernova T&D India Ltd.3.12 
Bajaj Finance Ltd.3.03 
FSN E-Commerce Ventures Ltd.2.85 
Bank Of Baroda2.77 
L&T Finance Ltd.2.76 

Category

Thematic Fund

Launch Date

28-Feb-25

ISIN Code

INF204KC1EH1

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

326.02

portfolio price to book value

9.54

investing style?

Large Growth

fund manager?

Ashutosh Bhargava

inception date (regular plan)

28-Feb-25

expense ratio (regular plan) %

1.65

Top 10 sectors
sectors (%)
Bank - Private10.31
Bank - Public9.13
Finance - NBFC7.46
Automobiles - Passenger Cars5.89
Automobile Two & Three Wheelers4.76
IT - Software4.27
Telecommunication - Service Provider4.03
Finance - Stock Broking3.24
Electric Equipment3.12
e-Commerce2.85

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Nippon India Active Momentum Fund-Reg(G)Large-Growth 28-Feb-2025326.02NANANANA18.91
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20008,380.367.7029.5520.8017.3513.34
Invesco India PSU Equity Fund-Reg(G)Large-Growth 18-Nov-20091,448.7118.7129.4426.5617.4812.50
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Growth 30-Dec-20195,643.3317.8326.4126.82NA23.11
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20044,083.9421.1924.8820.5913.5716.79
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021902.1611.4023.76NANA17.61
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201934,778.9614.8822.7924.84NA20.79
Kotak Pioneer Fund-Reg(G)Large-Growth 31-Oct-20193,341.758.9821.9116.96NA20.18
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,652.948.1218.10NANA19.62
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009370.141.2014.7312.6212.9316.29
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-2019102.572.7312.5511.03NA14.15
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,817.441.3411.7312.2912.0915.22
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-20241,404.2311.78NANANA17.94
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,305.6411.14NANANA19.85
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-2024971.0310.62NANANA-0.07
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,014.179.06NANANA4.52
Bandhan Innovation Fund-Reg(G)Large-Growth 30-Apr-20241,983.539.06NANANA16.94
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,175.588.75NANANA2.71
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,856.297.11NANANA15.05
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,128.316.85NANANA17.22
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024749.765.07NANANA-2.75
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20242,113.484.54NANANA16.03
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,788.864.14NANANA4.24
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,588.603.97NANANA10.58
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,414.163.85NANANA-1.01
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,696.883.71NANANA-7.10
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-20231,113.561.40NANANA14.42
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20245,977.810.84NANANA-2.92
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024503.00-4.51NANANA-9.71
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024192.92-8.61NANANA-18.02
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023708.10-14.38NANANA10.04
The Wealth Company Ethical Fund-Reg(G)Large-Growth 14-Oct-202539.72NANANANA-2.45
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 1Y, Nil after 1Y
52 Week Highs & Lows
52 Week High
12.20
52 Week Low
9.94
portfolio characteristics
As on 31-Dec-2025
Average Maturity
N.A.
Modified Duration
N.A.
Yield to Maturity
N.A.
Portfolio Turnover Ratio
N.A.
ratios
Statistical Ratios
Standard Deviation [%]
16.6844
Semi Standard Deviation [%]
0.5010
Beta [%]
1.0029
Sharp Ratio [%]
0.4049
R-Square [%]
0.8260
Expense Ratio [%]
1.6500
AVG Ratio [%]
0.0840
Other Ratios
Jenson Ratio [%]
0.0304
Treynor Ratio [%]
0.0674
Turnover Ratio [%]
0.0000
FAMA Ratio [%]
0.0417
SORTINO Ratio [%]
0.1348
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Dec 2028

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