Nippon India Active Momentum Fund - Regular Plan- Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Generated +7.8% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 2.3% is lower than category median (2.52%).
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.56% | +6.32% | +0.24% |
| 3 Months | -1.69% | -0.20% | -1.49% |
| 6 Months | +7.87% | +5.98% | +1.89% |
| 1 Year | +8.98% | +3.90% | +5.08% |
| Since Inception | +16.96% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +7.68% | +4.03% | +3.65% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -1.74% | +8.64% | +8.64% | +18.00% | 96.5% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-02-26 | 2026-03-23 | -12.7% | 1 months | 3 months |
| 2026-08-25 | 2026-10-23 | -11.7% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related Instruments of Momentum Theme | 80%-100%, Debt & Money Market instruments – 0%-20%, Units issued by REITs and InvITs - 0%-10% |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 654 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Motilal Oswal Innovation Opportunities Fund | 5.7 | - | - | 110.2% | Rs 907 cr | Compare → |
| Baroda BNP Paribas Manufacturing Fund | 5.7 | - | 2.48% | 97.1% | Rs 794 cr | Compare → |
| Baroda BNP Paribas Innovation Fund | 6.0 | - | 2.53% | 89.7% | Rs 900 cr | Compare → |
| Kotak Transportation & Logistics Fund | 5.1 | - | 2.58% | 116.2% | Rs 556 cr | Compare → |
| Motilal Oswal Services Fund | 6.9 | - | - | 77.0% | Rs 144 cr | Compare → |
Frequently Asked Questions about Nippon India Active Momentum Fund
What is the expense ratio of Nippon India Active Momentum Fund?
Nippon India Active Momentum Fund has a total expense ratio (TER) of 2.3% with a base expense ratio of 1.46%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Nippon India Active Momentum Fund?
Nippon India Active Momentum Fund is managed by Shirish Guthe (tenure: 0.7 years since 2026-02-16).
What are the historical returns of Nippon India Active Momentum Fund?
Nippon India Active Momentum Fund has a 1-year return of +8.98%.
How large is Nippon India Active Momentum Fund?
Nippon India Active Momentum Fund manages assets of Rs 654 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Nippon India Active Momentum Fund scored on MFIQ?
Nippon India Active Momentum Fund holds an MFIQ Score of 6.8/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Nippon India Active Momentum Fund?
Nippon India Active Momentum Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.79% with a maximum historical drawdown of -12.70%.