Nippon India Active Momentum Fund Growth

Nippon India Active Momentum Fund Growth

Very High Risk
1M
6M
All
NAV: 09 Jan '26
₹11.85
Min. SIP amount
Not Supported
Fund size
₹326.02 Cr
Expense ratio
1.65%

Holdings (41)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.78%
State Bank of IndiaFinancialEquity4.24%
Bharti Airtel Ltd.CommunicationEquity4.03%
Mahindra & Mahindra Ltd.AutomobileEquity3.64%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.24%
GE Vernova T&D India LtdCapital GoodsEquity3.12%
Bajaj Finance Ltd.FinancialEquity3.03%
FSN E-Commerce Ventures Ltd.ServicesEquity2.85%
Bank Of BarodaFinancialEquity2.77%
L&T Finance Ltd.FinancialEquity2.76%
Bharat Electronics Ltd.Capital GoodsEquity2.69%
TVS Motor Company Ltd.AutomobileEquity2.62%
Vedanta Ltd.Metals & MiningEquity2.60%
Mphasis Ltd.TechnologyEquity2.41%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.35%
Maruti Suzuki India Ltd.AutomobileEquity2.25%
Max Financial Services Ltd.FinancialEquity2.25%
Laurus Labs Ltd.HealthcareEquity2.24%
Cummins India Ltd.Capital GoodsEquity2.21%
One97 Communications Ltd.ServicesEquity2.19%
Eicher Motors Ltd.AutomobileEquity2.13%
Indian BankFinancialEquity2.12%
National Aluminium Company Ltd.Metals & MiningEquity2.12%
ACME Solar Holdings Ltd.EnergyEquity2.08%
Fortis Healthcare Ltd.HealthcareEquity2.08%
Tata Steel Ltd.Metals & MiningEquity2.03%
JK Cement Ltd.ConstructionEquity2.00%
Samvardhana Motherson International Ltd.AutomobileEquity1.99%
Polycab India Ltd.Capital GoodsEquity1.97%
Radico Khaitan Ltd.Consumer StaplesEquity1.90%
Karur Vysya Bank Ltd.FinancialEquity1.89%
eClerx Services Ltd.ServicesEquity1.89%
TBO Tek Ltd.ServicesEquity1.88%
LTIMindtree Ltd.TechnologyEquity1.86%
Delhivery Ltd.ServicesEquity1.75%
Muthoot Finance Ltd.FinancialEquity1.67%
Asahi India Glass Ltd.ConstructionEquity1.66%
RBL Bank Ltd.FinancialEquity1.65%
Vishal Mega Mart Ltd.ServicesEquity1.60%
HDFC Asset Management Company Ltd.FinancialEquity1.31%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.03%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns+1.3%+5.6%+2.6%+21.9%
Category average (null null)--------
Rank (null null)--3125--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

AB
Ashutosh Bhargava
Feb 2025 - Present
View details

DDS
Divya Dutt Sharma
Sep 2025 - Present
View details

Education
Bachelor of Commerce, MSC Banking & Finance.
Experience
Prior to joining the Nippon AMC, he was associated with Bhramrishi Mission NGO, Equations LLC, V.K Pamecha and Associates.
Also manages these schemes

LM
Lokesh Maru
Sep 2025 - Present
View details

Education
Bachelor of Technology, CFA, FRM
Experience
Prior to joining the Nippon AMC, he was associated with BlackRock Services India Private Ltd, CRISIL Ltd.
Also manages these schemes

About Nippon India Active Momentum Fund Growth

Nippon India Active Momentum Fund Growth is a NA Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Ashutosh Bhargava is the Current Fund Manager of Nippon India Active Momentum Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,09,782 Cr and the Latest NAV as of 09 Jan 2026 is ₹11.85. The Nippon India Active Momentum Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. 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₹7,09,781.92 Cr
Date of Incorporation30 Jun 1995
Phone+91 022 6808 7000
E-mailNA
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,