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

Nippon India Active Momentum IDCW Reinvest Direct Plan

NAV
₹11.2591
-2.79%
(19 Mar)
AUM
362 Cr
TER
0.69%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+25.2%
+25.2%
+25.2%
+22.8%
+12.1%
3Y
+33.0%
+33.0%
+33.0%
+30.5%
NA
5Y
+27.9%
+27.9%
+27.9%
+26.0%
NA
ALL
+12.2%
+12.2%
+12.2%
+16.1%
+15.0%
VOL
20.0%
20.0%
20.0%
20.1%
15.0%
TER
0.8%
0.8%
0.8%
0.9%
0.7%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹362 Cr
INFO
0.61
0.61
0.61
0.80
1.00
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 Reinvest (DR)
₹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.
Fund manager(s)
Kinjal Desai
Lokesh Maru
Divya Sharma
Shirish Guthe

FAQs