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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 202613.0433
CategorySectoral / Thematic
PlanRegular · Idcw
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 document2.21%
AUM₹1.34 Cr
Growth of ₹10,000₹13,0643 Mar 2025 to 2 Sep 2026
₹13,270₹12,452₹11,635₹10,817₹10,000Mar 2025Jul 2025Dec 2025Apr 2026Sep 2026
₹13,064 (+19.5% a year) Nippon India Active Momentum Fund

Performance (trailing, annualised)

1Y annualised13.59%

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 ₹1,30,77516.99%

₹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 202610.09%
Rolling 1Y · median10.04%
Rolling 1Y · worst window2.27%
Rolling 1Y · best window17.62%
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)15.35%
Downside deviation (3Y)10.50%
Maximum drawdown-12.70%

Management

Fund managerShirish Guthe
Managing since16 Feb 2026

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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