Nippon India Active Momentum IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Nippon India Active Momentum IDCW Payout Direct Plan

NAV
₹11.7809
-0.35%
(17 Jul)
AUM
202 Cr
TER
0.68%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
-6.2%
-6.2%
-7.3%
-7.3%
NA
3Y
+38.9%
+38.9%
+39.5%
+39.5%
NA
5Y
+32.9%
+32.9%
+31.4%
+31.4%
NA
ALL
+12.2%
+12.2%
+17.1%
+17.1%
+18.2%
VOL
20.3%
20.3%
20.3%
20.3%
17.0%
TER
0.8%
0.8%
0.9%
0.9%
0.7%
AUM
₹5,427 Cr
₹5,427 Cr
₹1,439 Cr
₹1,439 Cr
₹202 Cr
INFO
0.60
0.60
0.84
0.84
1.07
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India Active Momentum IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
ICICI Bank Ltd
6.4%
Bharti Airtel Ltd
4.0%
Bharat Electronics Ltd
3.8%
Axis Bank Ltd
3.6%
Kotak Mahindra Bank Ltd
3.3%
TVS Motor Co Ltd
3.3%
Cholamandalam Investment and Finance Co Ltd
3.2%
Mahindra & Mahindra Ltd
3.1%
UltraTech Cement Ltd
3.1%
Hitachi Energy India Ltd Ordinary Shares
3.1%
Top industry exposure
Financial Services
34.0%
Industrials
16.8%
Basic Materials
15.8%
Consumer Cyclical
11.2%
Healthcare
6.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Ashutosh Bhargava
Kinjal Desai

FAQs