Nippon India Active Momentum Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.02%
Fund NAV

Fund Overview of Nippon India Active Momentum Fund Direct-growth

  • ₹221.2 Cr
    AUM
  • ₹12.03
    NAV
  • 0.69%
    Expense Ratio
  • Equity
    Fund Category
As on Tue Nov 04, 2025

Returns of Nippon India Active Momentum Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.02% NA 4.02%
6 Months 16.67% NA 14.62%
As on Tue Nov 04, 2025

Asset Allocation

equities

98.32%

debt instruments

0.01%

other assets or cash equivalents

1.67%
Large Cap: 43.74%
Mid Cap: 34.33%
Small Cap: 21.93%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
5.98%
Hdfc Bank Ltd
5.98%
Icici Bank Ltd
5.96%
Icici Bank Ltd
4.77%
Icici Bank Ltd
4.77%
 
Top Sectors
Financial
98.15%
Consumer Discretionary
48.67%
Industrials
42.65%
Materials
36.04%
Technology
30.41%
Detailed Portfolio Analysis
As on Tue Nov 04, 2025
Invest Now

About Fund

About Nippon India Active Momentum Fund Direct-growth

Nippon India Active Momentum Fund Direct-growth is one Equity mutual fund offered by Nippon India Mutual Fund. Launched on 28 Feb 2025, the fund aims Long Term Capital Appreciation. An actively managed thematic equity scheme that invests in stocks exhibiting momentum characteristics. It manages assets worth ₹221.2 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.69%.
The portfolio allocation consists of 98.32% in equities, 0.01% in debt instruments, 1.67% in other assets or cash equivalents. Managed by Kinjal Desai, it has delivered a return of 0.00% in the last year, a total return since inception of 18.39%.

Read more
  • Ashutosh Bhargava

    Fund Manager

  • Mr. Bhargava is B.Com & MBA (Finance)

    Manager Education

  • Kinjal Desai

    Fund Manager

  • Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1

    Manager Education

Fund Details

Fund Names Nippon India Active Momentum Fund Direct-growth
Inception Date 28 Feb 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 100
 
Risk Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 3.79% 7.58% 11.40% 19.97% 22.49%
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 3.71% 7.30% 10.25% 18.56% 20.79%
Taurus Ethical Fund Direct-growth trend ₹320 2.53% 2.33% -0.71% 14.79% 17.58%
Taurus Ethical Fund Direct-growth trend ₹320 2.53% 2.33% -0.71% 14.79% 17.58%
Taurus Ethical Fund Regular-growth trend ₹320 2.40% 1.96% -2.07% 13.33% 16.25%
Taurus Ethical Fund Regular-growth trend ₹320 2.40% 1.96% -2.07% 13.33% 16.25%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Nippon India Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Nippon India Active Momentum Fund Regular-growth increase ₹221 3.03% 3.60% 9.19% - -
Nippon India Active Momentum Fund Regular-idcw increase ₹221 3.03% 3.60% 9.19% - -
Nippon India Active Momentum Fund Direct-idcw increase ₹221 3.11% 3.85% 9.73% - -
Nippon India Etf Nifty Dividend Opportunities 50 -idcw increase ₹75 3.14% 5.01% 5.70% -2.11% 19.32%
Nippon India Nifty Realty Index Fund Regular-growth increase ₹22 9.60% 5.26% 8.68% - -
Nippon India Nifty Realty Index Fund Direct-growth increase ₹22 9.65% 5.41% 8.98% - -
Nippon India Nifty Realty Index Fund Regular-idcw increase ₹22 9.60% 5.26% 8.68% - -
Nippon India Nifty Realty Index Fund Direct-idcw increase ₹22 9.65% 5.41% 8.98% - -
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 ₹26.03 18.56% 20.79% -
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 ₹27.95 19.97% 22.49% -
Taurus Ethical Fund Regular-growth trend ₹320 ₹127.81 13.33% 16.25% 12.17%
Taurus Ethical Fund Direct-growth trend ₹320 ₹144.54 14.79% 17.58% 13.35%
Taurus Ethical Fund Regular-growth trend ₹320 ₹127.81 13.33% 16.25% 12.17%
Taurus Ethical Fund Direct-growth trend ₹320 ₹144.54 14.79% 17.58% 13.35%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial5.98%₹15.21 Cr
Hdfc Bank LtdFinancial5.98%₹15.21 Cr
Icici Bank LtdFinancial5.96%₹13.18 Cr
Icici Bank LtdFinancial4.77%₹12.13 Cr
Icici Bank LtdFinancial4.77%₹12.13 Cr
Bharti Airtel LtdTechnology4.43%₹11.27 Cr
Bharti Airtel LtdTechnology4.43%₹11.27 Cr
Hdfc Bank LtdFinancial4.43%₹9.79 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.64%₹9.25 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.64%₹9.25 Cr
Bajaj Finance LtdFinancial3.34%₹8.49 Cr
Bajaj Finance LtdFinancial3.34%₹8.49 Cr
Zomato LtdTechnology3.28%₹8.33 Cr
Zomato LtdTechnology3.28%₹8.33 Cr
Bharat Electronics LtdIndustrials3.17%₹8.07 Cr
Bharat Electronics LtdIndustrials3.17%₹8.07 Cr
Interglobe Aviation LtdIndustrials3.14%₹7.98 Cr
Interglobe Aviation LtdIndustrials3.14%₹7.98 Cr
Tvs Motor Company LtdConsumer Discretionary3.11%₹7.91 Cr
Tvs Motor Company LtdConsumer Discretionary3.11%₹7.91 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.48%₹7.69 Cr
Bharti Airtel LtdTechnology3.46%₹7.66 Cr
Bharat Electronics LtdIndustrials3.46%₹7.65 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary2.92%₹7.44 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary2.92%₹7.44 Cr
Multi Commodity Exchange Of India LtdFinancial2.91%₹7.41 Cr
Multi Commodity Exchange Of India LtdFinancial2.91%₹7.41 Cr
Max Financial Services LtdFinancial2.72%₹6.91 Cr
Max Financial Services LtdFinancial2.72%₹6.91 Cr
L&t Finance Holdings LtdFinancial2.60%₹6.61 Cr
L&t Finance Holdings LtdFinancial2.60%₹6.61 Cr
Interglobe Aviation LtdIndustrials2.94%₹6.50 Cr
Tvs Motor Company LtdConsumer Discretionary2.91%₹6.44 Cr
Hitachi Energy India LtdIndustrials2.48%₹6.30 Cr
Hitachi Energy India LtdIndustrials2.48%₹6.30 Cr
Ultratech Cement LtdMaterials2.84%₹6.29 Cr
Coromandel International LtdMaterials2.80%₹6.19 Cr
One 97 Communications LtdIndustrials2.43%₹6.17 Cr
One 97 Communications LtdIndustrials2.43%₹6.17 Cr
Multi Commodity Exchange Of India LtdFinancial2.78%₹6.15 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary2.75%₹6.08 Cr
Bajaj Finance LtdFinancial2.69%₹5.95 Cr
Sbi Life Insurance Company LtdFinancial2.66%₹5.89 Cr
Vishal Mega Mart Ltd.Consumer Staples2.24%₹5.71 Cr
Vishal Mega Mart Ltd.Consumer Staples2.24%₹5.71 Cr
Coromandel International LtdMaterials2.24%₹5.71 Cr
Coromandel International LtdMaterials2.24%₹5.71 Cr
Ultratech Cement LtdMaterials2.21%₹5.62 Cr
Ultratech Cement LtdMaterials2.21%₹5.62 Cr
Hdfc Asset Management Company LtdFinancial2.18%₹5.53 Cr
Hdfc Asset Management Company LtdFinancial2.18%₹5.53 Cr
Endurance Technologies LtdConsumer Discretionary2.15%₹5.48 Cr
Endurance Technologies LtdConsumer Discretionary2.15%₹5.48 Cr
Delhivery LtdIndustrials2.12%₹5.40 Cr
Delhivery LtdIndustrials2.12%₹5.40 Cr
Net Current AssetsUnspecified2.42%₹5.40 Cr
Cholamandalam Investment & Finance Company LtdFinancial2.41%₹5.34 Cr
Kaynes Technology India LtdTechnology2.08%₹5.29 Cr
Kaynes Technology India LtdTechnology2.08%₹5.29 Cr
Max Financial Services LtdFinancial2.38%₹5.25 Cr
RepoUnspecified2.02%₹5.15 Cr
RepoUnspecified2.02%₹5.15 Cr
Welspun Corp LtdMaterials2.02%₹5.13 Cr
Welspun Corp LtdMaterials2.02%₹5.13 Cr
Britannia Industries LtdConsumer Staples2.00%₹5.09 Cr
Britannia Industries LtdConsumer Staples2.00%₹5.09 Cr
Bank Of BarodaFinancial2.00%₹5.08 Cr
Bank Of BarodaFinancial2.00%₹5.08 Cr
Fortis Healthcare LtdHealthcare1.98%₹5.04 Cr
Fortis Healthcare LtdHealthcare1.98%₹5.04 Cr
Hitachi Energy India LtdIndustrials2.27%₹5.02 Cr
Karur Vysya Bank LtdFinancial2.26%₹5.01 Cr
Kotak Mahindra Bank LtdFinancial2.24%₹4.95 Cr
Ceat LtdConsumer Discretionary1.94%₹4.94 Cr
Ceat LtdConsumer Discretionary1.94%₹4.94 Cr
Karur Vysya Bank LtdFinancial1.93%₹4.92 Cr
Karur Vysya Bank LtdFinancial1.93%₹4.92 Cr
Hyundai Motor India Ltd.Consumer Discretionary1.92%₹4.89 Cr
Hyundai Motor India Ltd.Consumer Discretionary1.92%₹4.89 Cr
Au Small Finance Bank LtdFinancial2.18%₹4.82 Cr
Welspun Corp LtdMaterials2.16%₹4.78 Cr
Gillette India LtdConsumer Staples1.86%₹4.74 Cr
Gillette India LtdConsumer Staples1.86%₹4.74 Cr
Polycab India LtdIndustrials1.86%₹4.74 Cr
Polycab India LtdIndustrials1.86%₹4.74 Cr
Rbl Bank LtdFinancial1.85%₹4.71 Cr
Rbl Bank LtdFinancial1.85%₹4.71 Cr
One 97 Communications LtdIndustrials2.12%₹4.70 Cr
Jk Cement LtdMaterials2.11%₹4.66 Cr
L&t Finance Holdings LtdFinancial2.11%₹4.66 Cr
Asahi India Glass LtdConsumer Discretionary1.79%₹4.55 Cr
Asahi India Glass LtdConsumer Discretionary1.79%₹4.55 Cr
Rbl Bank LtdFinancial2.05%₹4.54 Cr
Srf LtdMaterials1.78%₹4.52 Cr
Srf LtdMaterials1.78%₹4.52 Cr
Fortis Healthcare LtdHealthcare2.02%₹4.46 Cr
Jk Cement LtdMaterials1.73%₹4.41 Cr
Jk Cement LtdMaterials1.73%₹4.41 Cr
Eclerx Services LtdTechnology1.72%₹4.38 Cr
Eclerx Services LtdTechnology1.72%₹4.38 Cr
Coforge LtdTechnology1.98%₹4.37 Cr
Gillette India LtdConsumer Staples1.96%₹4.33 Cr
Kaynes Technology India LtdTechnology1.95%₹4.32 Cr
Divi's Laboratories LtdHealthcare1.94%₹4.29 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare1.93%₹4.27 Cr
Narayana Hrudayalaya LtdHealthcare1.92%₹4.25 Cr
Dlf LtdReal Estate1.87%₹4.14 Cr
Amber Enterprises India LtdConsumer Discretionary1.59%₹4.04 Cr
Amber Enterprises India LtdConsumer Discretionary1.59%₹4.04 Cr
Radico Khaitan LtdConsumer Staples1.59%₹4.04 Cr
Radico Khaitan LtdConsumer Staples1.59%₹4.04 Cr
Britannia Industries LtdConsumer Staples1.83%₹4.04 Cr
Hdfc Asset Management Company LtdFinancial1.79%₹3.96 Cr
Navin Fluorine International LtdMaterials1.45%₹3.70 Cr
Navin Fluorine International LtdMaterials1.45%₹3.70 Cr
Srf LtdMaterials1.67%₹3.68 Cr
Pnb Housing Finance LtdFinancial1.65%₹3.65 Cr
Navin Fluorine International LtdMaterials1.60%₹3.53 Cr
Bharat Dynamics LtdIndustrials1.46%₹3.24 Cr
Asahi India Glass LtdConsumer Discretionary1.33%₹2.94 Cr
Schneider Electric Infrastructure LtdEnergy & Utilities1.13%₹2.87 Cr
Schneider Electric Infrastructure LtdEnergy & Utilities1.13%₹2.87 Cr
RepoUnspecified1.14%₹2.53 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.06%₹2.34 Cr
Schneider Electric Infrastructure LtdEnergy & Utilities1.02%₹2.25 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.04%₹0.09 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.04%₹0.09 Cr
Others Mrgn MoneyUnspecified0.01%₹0.03 Cr
Others Mrgn MoneyUnspecified0.01%₹0.03 Cr
Others Mrgn MoneyUnspecified0.01%₹0.02 Cr
Net PayablesUnspecified-0.35%₹-1.00 Cr
Net PayablesUnspecified-0.35%₹-1.00 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Aditya Birla Sun Life Special Opportunities Fund Direct-growth increase ₹27.95 19.97% 22.49% -
Aditya Birla Sun Life Special Opportunities Fund Regular-growth increase ₹26.03 18.56% 20.79% -
Taurus Ethical Fund Direct-growth increase ₹144.54 14.79% 17.58% -
Taurus Ethical Fund Direct-growth increase ₹144.54 14.79% 17.58% -
Taurus Ethical Fund Regular-growth increase ₹127.81 13.33% 16.25% -
Taurus Ethical Fund Regular-growth increase ₹127.81 13.33% 16.25% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Nippon India Active Momentum Fund Direct-growth

What is the current AUM of Nippon India Active Momentum Fund Direct-growth?

As of Thu Jul 31, 2025, Nippon India Active Momentum Fund Direct-growth manages assets worth ₹221.2 crore

How has Nippon India Active Momentum Fund Direct-growth performed recently?

  • 3 Months: -0.02%
  • 6 Months: 16.67%

What is the long-term performance of Nippon India Active Momentum Fund Direct-growth?

  • Since Inception: 18.39%

What is the portfolio composition of Nippon India Active Momentum Fund Direct-growth?

Equity: 98.32%, Debt: 0.01%, Others: 1.67%.

Who manages Nippon India Active Momentum Fund Direct-growth?

Nippon India Active Momentum Fund Direct-growth is managed by Kinjal Desai from Nippon India Mutual Fund.

What is the market-cap allocation of Nippon India Active Momentum Fund Direct-growth?

Large Cap: 43.74%, Mid Cap: 34.33%, Small Cap: 21.93%.

Which are the top companies Nippon India Active Momentum Fund Direct-growth has invested in?

  • HDFC Bank Ltd – 5.98% of the fund's portfolio
  • HDFC Bank Ltd – 5.98% of the fund's portfolio
  • ICICI Bank Ltd – 5.96% of the fund's portfolio
  • ICICI Bank Ltd – 4.77% of the fund's portfolio
  • ICICI Bank Ltd – 4.77% of the fund's portfolio

Which are the major sectors Nippon India Active Momentum Fund Direct-growth focuses on?

  • Financial – 98.15% of the fund's portfolio
  • Consumer Discretionary – 48.67% of the fund's portfolio
  • Industrials – 42.65% of the fund's portfolio
  • Materials – 36.04% of the fund's portfolio
  • Technology – 30.41% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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