Nippon India Active Momentum Fund Direct Growth

Nippon India Active Momentum Fund Direct Growth

1M
6M
1Y
All
NAV: 20 Mar '26
₹11.25
Min. for SIP
₹100
Fund size
₹362.26 Cr
Expense ratio
0.69%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,378
-4.15%
6 months₹30,000₹28,514
-4.95%
1 year₹60,000₹58,248
-2.92%

Holdings (41)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity7.51%
State Bank of IndiaFinancialEquity4.67%
GE Vernova T&D India LtdCapital GoodsEquity3.45%
Axis Bank Ltd.FinancialEquity3.25%
Mahindra & Mahindra Ltd.AutomobileEquity3.14%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.83%
Vedanta Ltd.Metals & MiningEquity2.78%
L&T Finance Ltd.FinancialEquity2.77%
Bank Of BarodaFinancialEquity2.72%
Bharat Electronics Ltd.Capital GoodsEquity2.70%
Shriram Finance LtdFinancialEquity2.67%
Bharti Hexacom Ltd.CommunicationEquity2.67%
FSN E-Commerce Ventures Ltd.ServicesEquity2.56%
Cummins India Ltd.Capital GoodsEquity2.52%
Samvardhana Motherson International Ltd.AutomobileEquity2.51%
TVS Motor Company Ltd.AutomobileEquity2.46%
Fortis Healthcare Ltd.HealthcareEquity2.44%
Indian BankFinancialEquity2.26%
Max Financial Services Ltd.FinancialEquity2.19%
Lupin Ltd.HealthcareEquity2.16%
Tata Steel Ltd.Metals & MiningEquity2.16%
National Aluminium Company Ltd.Metals & MiningEquity2.15%
Polycab India Ltd.Capital GoodsEquity2.14%
Bharat Forge Ltd.AutomobileEquity2.12%
Navin Fluorine International Ltd.ChemicalsEquity2.12%
Eicher Motors Ltd.AutomobileEquity2.10%
Karur Vysya Bank Ltd.FinancialEquity2.10%
Radico Khaitan Ltd.Consumer StaplesEquity2.01%
Delhivery Ltd.ServicesEquity1.96%
ACME Solar Holdings Ltd.EnergyEquity1.86%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.86%
Mphasis Ltd.TechnologyEquity1.79%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.74%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity1.71%
Muthoot Finance Ltd.FinancialEquity1.69%
RBL Bank Ltd.FinancialEquity1.50%
Craftsman Automation Ltd.AutomobileEquity1.35%
eClerx Services Ltd.ServicesEquity1.34%
Asahi India Glass Ltd.ConstructionEquity1.32%
TBO Tek Ltd.ServicesEquity1.25%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.03%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-5.1%-3.8%+12.9%+13.4%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)121212--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

KD
Kinjal Desai
Feb 2025 - Present
View details

Education
Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1
Experience
She has been working with Nippon India Mutual Fund since year, 2012
Also manages these schemes

SVG
Shirish Valmik Guthe
Feb 2026 - Present
View details

Education
MMS Finance (JBIMS , Mumbai University)
Experience
Prior to joining the Nippon India MF, he was associated with HDFC Life Insurance Co. Ltd.

AS
Amber Singhania
Mar 2026 - Present
View details

Education
MMS Finance (Mumbai University)
Experience
Prior to joining the Nippon India AMC, he was associated with Asian Markets Securities Pvt. Ltd.
Also manages these schemes

About Nippon India Active Momentum Fund Direct Growth

Nippon India Active Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Kinjal Desai is the Current Fund Manager of Nippon India Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,41,774 Cr and the Latest NAV as of 20 Mar 2026 is ₹11.25. The Nippon India Active Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 1 year. ;

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 benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM₹7,41,773.84 Cr
Date of Incorporation30 Jun 1995
Phone+91 022 6808 7000
E-mail--
Launch Date30 Jun 1995
Address30th Floor, One Lodha PlaceSenapati Bapat Marg, Lower ParelMumbai Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,