Nippon India Active Momentum Fund Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.21%
Fund NAV

Fund Overview of Nippon India Active Momentum Fund Regular-IDCW

  • ₹592.0 Cr
    AUM
  • ₹12.79
    NAV
  • 2.30%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Nippon India Active Momentum Fund Regular-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.21% NA NA
6 Months 6.92% NA NA
1 Year 7.06% 7.06% NA
As on Thu Nov 05, 2026

Asset Allocation of Nippon India Active Momentum Fund Regular-IDCW

equities

97.34%

debt instruments

0.02%

other assets or cash equivalents

2.64%
Large Cap: 42.51%
Mid Cap: 29.29%
Small Cap: 28.20%
Other: 0.00%
Top Holdings
Icici Bank Ltd
7.03%
Icici Bank Ltd
7.03%
Icici Bank Ltd
7.03%
Icici Bank Ltd
7.03%
Icici Bank Ltd
7.03%
 
Top Sectors
Financial
132.58%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Nippon India Active Momentum Fund Regular-IDCW

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 ₹592.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.3%.
The portfolio allocation consists of 97.34% in equities, 0.02% in debt instruments, 2.64% in other assets or cash equivalents.Managed by Kinjal Desai, it has delivered a return of 7.06% in the last year, a total return since inception of 15.72%.
While evaluating financial products long-term planners generally consider best sip plans based on performance consistency.

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  • 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

Nippon India Active Momentum Fund Regular-IDCW Fund Details

Fund Names Nippon India Active Momentum Fund Regular-IDCW
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

Compare Mutual Funds
Nippon India Active Momentum Fund Regular-IDCW Fund Returns Comparison

Compare Nippon India Active Momentum Fund Regular-IDCW with other mutual funds in the same category

Nippon India Active Momentum Fund Regular-IDCW

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 6.78% -3.98% -2.54% 10.70% 9.31%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,470 4.53% -5.45% -2.30% 9.87% 9.07%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
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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 Nifty 500 Momentum 50 Index Fund Regular-Growth increase ₹1,277 0.44% -2.44% 1.94% -1.18% -
Nippon India Nifty 500 Momentum 50 Index Fund Direct-Growth increase ₹1,277 0.49% -2.29% 2.27% -0.55% -
Nippon India Nifty 500 Momentum 50 Index Fund Direct-IDCW increase ₹1,277 0.49% -2.29% 2.27% -0.55% -
Nippon India Nifty 500 Momentum 50 Index Fund Regular-IDCW increase ₹1,277 0.44% -2.44% 1.94% -1.18% -
Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular-Growth increase ₹1,169 4.48% -5.56% 1.22% -2.81% 9.24%
Nippon India Nifty Alpha Low Volatility 30 Index Fund Direct-Growth increase ₹1,169 4.53% -5.45% 1.48% -2.31% 9.80%
Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular-IDCW increase ₹1,169 4.48% -5.56% 1.22% -2.81% 9.24%
Nippon India Nifty Alpha Low Volatility 30 Index Fund Direct-IDCW increase ₹1,169 4.53% -5.45% 1.48% -2.31% 9.80%
Nippon India Active Momentum Fund Direct-Growth increase ₹592 4.97% -2.96% 7.46% 8.12% -
Nippon India Active Momentum Fund Regular-Growth increase ₹592 4.88% -3.21% 6.92% 7.06% -
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increase growth is based on 1-month returns of the funds

Nippon India Active Momentum Fund Regular-IDCW Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹7,962 ₹20.18 9.42% 7.57% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹7,962 ₹20.75 9.94% 8.09% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 ₹22.00 10.70% 9.31% -
Top funds are based on Fund AUM

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Nippon India Active Momentum Fund Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Icici Bank LtdFinancial7.03%₹39.72 Cr
Icici Bank LtdFinancial7.03%₹39.72 Cr
Icici Bank LtdFinancial7.03%₹39.72 Cr
Icici Bank LtdFinancial7.03%₹39.72 Cr
Icici Bank LtdFinancial7.03%₹39.72 Cr
Icici Bank LtdFinancial7.03%₹39.72 Cr
Hdfc Bank LtdFinancial6.30%₹37.30 Cr
Hdfc Bank LtdFinancial6.30%₹37.30 Cr
Hdfc Bank LtdFinancial6.30%₹37.30 Cr
Icici Bank LtdFinancial6.10%₹36.11 Cr
Icici Bank LtdFinancial6.10%₹36.11 Cr
Icici Bank LtdFinancial6.10%₹36.11 Cr
Hdfc Bank LtdFinancial7.72%₹35.53 Cr
Hdfc Bank LtdFinancial7.72%₹35.53 Cr
Hdfc Bank LtdFinancial7.72%₹35.53 Cr
Hdfc Bank LtdFinancial7.72%₹35.53 Cr
Hdfc Bank LtdFinancial5.58%₹31.57 Cr
Hdfc Bank LtdFinancial5.58%₹31.57 Cr
Hdfc Bank LtdFinancial5.58%₹31.57 Cr
Hdfc Bank LtdFinancial5.58%₹31.57 Cr
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Frequently Asked Questions

Nippon India Active Momentum Fund Regular-IDCW

What is the current AUM of Nippon India Active Momentum Fund Regular-IDCW?

As of Wed Sep 30, 2026, Nippon India Active Momentum Fund Regular-IDCW manages assets worth ₹592.0 crore

How has Nippon India Active Momentum Fund Regular-IDCW performed recently?

  • 3 Months: -3.21%
  • 6 Months: 6.92%

What is the long-term performance of Nippon India Active Momentum Fund Regular-IDCW?

  • Since Inception: 15.72%

What is the portfolio composition of Nippon India Active Momentum Fund Regular-IDCW?

Equity: 97.34%, Debt: 0.02%, Others: 2.64%.

Who manages Nippon India Active Momentum Fund Regular-IDCW?

Nippon India Active Momentum Fund Regular-IDCW is managed by Kinjal Desai from Nippon India Mutual Fund.

What is the market-cap allocation of Nippon India Active Momentum Fund Regular-IDCW?

Large Cap: 42.51%, Mid Cap: 29.29%, Small Cap: 28.20%.

Which are the top companies Nippon India Active Momentum Fund Regular-IDCW has invested in?

  • ICICI Bank Ltd – 7.03% of the fund's portfolio
  • ICICI Bank Ltd – 7.03% of the fund's portfolio
  • ICICI Bank Ltd – 7.03% of the fund's portfolio
  • ICICI Bank Ltd – 7.03% of the fund's portfolio
  • ICICI Bank Ltd – 7.03% of the fund's portfolio

Which are the major sectors Nippon India Active Momentum Fund Regular-IDCW focuses on?

  • Financial – 132.58% of the fund's portfolio
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