Nippon India Active Momentum Fund-Reg(G)
- Equity
- Thematic Fund
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹424.11 Cr
- Expense Ratio
- 1.42%
- Riskometer
- Very High
- Category
- Thematic Fund
- Asset Type
- Equity
- Benchmark
- BSE SENSEX - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 15 Feb 2026
- ISIN
- INF204KC1EH1
- Scheme Code
- AMGP
- Fund Scheme ID
- 39829
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | -0.73% | -0.73% | -8.61% | -13.23% |
| 3 Months | 7.95% | 7.95% | 31.55% | 38.27% |
| 6 Months | 11.27% | 11.27% | 22.35% | 18.43% |
| 1 Year | 13.22% | 13.22% | 13.22% | 12.93% |
| Since Inception | 19.20% | 30.49% | 20.12% | 19.27% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.00%
- Domestic Equities96.73%
- Cash & Cash Equivalents and Net Assets3.27%
Top Sectors
- Bank15.70%
- Automobile & Ancillaries14.89%
- Finance10.48%
- Capital Goods8.35%
- Retailing7.80%
- Healthcare6.85%
- IT5.09%
- Power4.08%
Holdings
Overview of fund allocations across sectors and securities
Bank
Value
₹66.58 Cr
Weightage
15.70%
Automobile & Ancillaries
Value
₹63.15 Cr
Weightage
14.89%
Finance
Value
₹44.45 Cr
Weightage
10.48%
Capital Goods
Value
₹35.41 Cr
Weightage
8.35%
Retailing
Value
₹33.08 Cr
Weightage
7.80%
Healthcare
Value
₹29.05 Cr
Weightage
6.85%
IT
Value
₹21.59 Cr
Weightage
5.09%
Power
Value
₹17.30 Cr
Weightage
4.08%
Alcohol
Value
₹16.92 Cr
Weightage
3.99%
Miscellaneous
Value
₹14.46 Cr
Weightage
3.41%
FMCG
Value
₹11.24 Cr
Weightage
2.65%
Trading
Value
₹10.43 Cr
Weightage
2.46%
Non - Ferrous Metals
Value
₹9.88 Cr
Weightage
2.33%
Telecom
Value
₹8.99 Cr
Weightage
2.12%
Chemicals
Value
₹8.78 Cr
Weightage
2.07%
Electricals
Value
₹8.52 Cr
Weightage
2.01%
Iron & Steel
Value
₹7.68 Cr
Weightage
1.81%
Logistics
Value
₹7.42 Cr
Weightage
1.75%
Hospitality
Value
₹4.54 Cr
Weightage
1.07%
About
Fund Manager(s)
Mr. Shirish Guthe
Launch Date
15 Feb 2026
Benchmark
BSE SENSEX - TRI
Objective
The investment objective of the scheme is 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. There is no assurance that the investment objective of the Scheme will be achieved.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- 1% on or before 1Y, Nil after 1Y
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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