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 28th Feb
Top holdings
HDFC Bank Ltd
7.5%
State Bank of India
4.7%
GE Vernova T&D India Ltd
3.5%
Axis Bank Ltd
3.2%
Mahindra & Mahindra Ltd
3.1%
Multi Commodity Exchange of India Ltd
2.8%
Vedanta Ltd
2.8%
L&T Finance Ltd
2.8%
Bank of Baroda
2.7%
Bharat Electronics Ltd
2.7%
Top industry exposure
Financial Services
36.1%
Consumer Cyclical
18.8%
Industrials
14.5%
Basic Materials
9.2%
Healthcare
4.6%
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.