Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

Nippon India Active Momentum Fund (Direct)

Nippon India Mutual Fund · benchmark Nifty 500 TRI · 1.7 years old · AMFI code 153274

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Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months7.5%2.5%+5.0%59 / 106
1 year8.1%-1.0%+9.2%31 / 100
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Portfolio

HDFC Bank Limited6.3%
ICICI Bank Limited6.1%
Kotak Mahindra Bank Limited4.2%
Dixon Technologies (India) Limited3.8%
Sun Pharmaceutical Industries Limited3.4%
Bajaj Finance Limited3.2%
TVS Motor Company Limited3.2%
Affle 3i Limited3.1%
Torrent Pharmaceuticals Limited2.9%
Eternal Limited2.9%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Nippon India Active Momentum Fund (Direct plan)?

₹13.00 on 5 Nov 2026 (Growth option).

What is the expense ratio of Nippon India Active Momentum Fund (Direct)?

1.29% a year; the Regular plan's is 2.30%.

What does Nippon India Active Momentum Fund invest in?

Its largest holdings are HDFC Bank Limited, ICICI Bank Limited, Kotak Mahindra Bank Limited, with 40 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Nippon India Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.