🎯Investment Objective
“The Fund 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.”
Source: Nippon India Active Momentum Fund scheme information document
AI Summary
indian-fundStrengths1
- Expense ratio of 0.69% is below the category median of 0.93%
Concerns0
Rule-based from financial data. Not advice.
Asset Allocation
Sector Allocation
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings42 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited | Banks | 7.5% | - | |
| 2 | State Bank of India | Banks | 4.7% | - | |
| 3 | GE Vernova T&D India Limited | Electrical Equipment | 3.5% | - | |
| 4 | Axis Bank Limited | Banks | 3.3% | - | |
| 5 | Mahindra & Mahindra Limited | Automobiles | 3.1% | - | |
| 6 | Multi Commodity Exchange of India Limited | Capital Markets | 2.8% | - | |
| 7 | Vedanta Limited | Diversified Metals | 2.8% | - | |
| 8 | L&T Finance Limited | Finance | 2.8% | - | |
| 9 | Bank of Baroda | Banks | 2.7% | - | |
| 10 | Bharat Electronics Limited | Aerospace & Defense | 2.7% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Nippon India Active Momentum Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| +2.7644175361494883% | +21.5783589212184% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
👤Fund Manager
Fund manager information is not available for this fund.
Similar Funds
All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.