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Nippon India Active Momentum Fund
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Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹12.41
Total Expense Ratio
1.28%
Base Expense Ratio
NA
Min SIP
₹100
Fund Size
₹592Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 1Y, Nil after 1Y
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.66%
Beta
0.99
Sharpe Ratio
0.222654
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.99)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- HDFC Business Cycle Fund
- Bandhan Innovation Fund
- Tata India Innovation Fund
- Shriram Multi Sector Rotation Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- ICICI Prudential Rural Opportunities Fund
- Tata Ethical Fund
- WhiteOak Capital Special Opportunities Fund
- Tata Business Cycle Fund
- Canara Robeco Manufacturing Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Mahindra Manulife Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Franklin India Opportunities Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Kotak Pioneer Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Business Cycle Fund
- UTI-Transportation and Logistics Fund
- Invesco India ESG Integration Strategy Fund
- Axis Innovation Fund
- ICICI Prudential Active Momentum Fund
- Baroda BNP Paribas Business Cycle Fund
- HDFC Defence Fund
- HDFC Manufacturing Fund
- Sundaram Business Cycle Fund
- Axis Momentum Fund
- Bank of India Business Cycle Fund
- Nippon India Active Momentum Fund
- Kotak Active Momentum Fund
- JioBlackRock Sector Rotation Fund
- NJ Momentum Fund
- ICICI Prudential Quant Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- 360 ONE Quant Fund
- Union Business Cycle Fund
- DSP Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- LIC MF Manufacturing Fund
- SBI Quality Fund
- HDFC Housing Opportunities Fund
- Kotak ESG Exclusionary Strategy Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Housing Opportunities Fund
- Quant ESG Integration Strategy Fund
- Quant Commodities Fund
- SBI Equity Minimum Variance Fund
- Bandhan Transportation and Logistics Fund
- Baroda BNP Paribas Innovation Fund
- Aditya Birla Sun Life Quant Fund
- Motilal Oswal Quant Fund
- Edelweiss Business Cycle Fund
- Invesco India Business Cycle Fund
- Bandhan Business Cycle Fund
- Quant Quantamental Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Aditya Birla Sun Life Business Cycle Fund
- The Wealth Company Ethical Fund
- WhiteOak Capital Quality Equity Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Taurus Ethical Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Transportation and Logistics Fund
- Kotak Special Opportunities Fund
- Kotak Transportation & Logistics Fund
- Kotak Rural Opportunities Fund
- ICICI Prudential Commodities Fund
- HDFC Consumption Fund
- HDFC Transportation and Logistics Fund
- SBI PSU Fund
- SBI Innovative Opportunities Fund
- SBI Quant Fund
- Nippon India Quant Fund
- Nippon India Innovation Fund
- Invesco India PSU Equity Fund
- Quantum ESG Best In Class Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Motilal Oswal Quality Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Innovation Fund
- UTI Innovation Fund
- Bandhan Multi-Factor Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life PSU Equity Fund
- Franklin India Multi-Factor Fund
- HSBC Business Cycles Fund
- HSBC India Export Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- Invesco India Manufacturing Fund
S
Shirish Guthe
Nippon India Mutual FundTotal assets under management
₹573.67L Crores
Date of incorporation
24 Feb 1995
Nippon India Active Momentum Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Nippon India Active Momentum Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Nippon India Active Momentum Fund has an AUM of ₹591.99 Cr as on 10/9/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 12.70%. The risk is Very High against the category average of 43.14.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Nippon India Active Momentum Fund.
Ans. The expense ratio of Nippon India Active Momentum Fund is 1.28%.