Nippon India Active Momentum Fund- Regular Plan- IDCW Option
Fund House: Nippon India Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 28-02-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.66% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 179.03 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil, thereafter. |
11.9163
0.13 (1.0901%)
19.35%
Benchmark: 12.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Nippon India Active Momentum Fund- Regular Plan- IDCW Option | 28-02-2025 | - | - | - | - | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 17.93 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.92 | 24.04 | 24.03 | 26.97 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 16.42 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.05 | 28.44 | 28.76 | 31.92 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 10.74 | 27.11 | 24.45 | 26.5 | 14.19 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.53 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.88 | 28.28 | 26.58 | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 8.64 | 59.45 | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.58 | 22.81 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.78%
Others
3.84%
Large Cap
57.92%
Mid Cap
26.46%
