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OmniAsset › Mutual funds › Nippon India Active Momentum Fund

Nippon India Active Momentum Fund

Sectoral / Thematic fund benchmarked to NIFTY 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.2368
CategorySectoral / Thematic
PlanDirect · Growth
Launched10 Feb 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document1.22%
AUM₹145 Cr
Growth of ₹10,000₹13,2573 Mar 2025 to 2 Sep 2026
₹13,465₹12,598₹11,732₹10,866₹10,000Mar 2025Jul 2025Dec 2025Apr 2026Sep 2026
₹13,257 (+20.7% a year) Nippon India Active Momentum Fund

Performance (trailing, annualised)

1Y annualised14.70%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,31,48218.14%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Rolling returns

Rolling 1Y · average26 windows since 6 Mar 202611.16%
Rolling 1Y · median11.11%
Rolling 1Y · worst window3.27%
Rolling 1Y · best window18.77%
Rolling 1Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.36%
Downside deviation (3Y)10.47%
Maximum drawdown-12.64%

Management

Fund managerShirish Guthe
Managing since16 Feb 2026

What it holds

SecurityWeight
ICICI Bank Limited6.8%
HDFC Bank Limited6.6%
Mahindra & Mahindra Limited3.7%
Bajaj Finance Limited3.5%
Eternal Limited3.2%
State Bank of India2.9%
GE Vernova T&D India Limited2.8%
Tech Mahindra Limited2.8%
Coforge Limited2.7%
TVS Motor Company Limited2.7%
SectorWeight
Banks17.5%
Finance9.7%
Automobiles7.8%
Retailing7.7%
IT - Software7.4%

Portfolio disclosed: 96.3% by weight.

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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