Comprehensive analysis of Nippon India Active Momentum Fund - Direct (IDCW) (45493) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Nippon Life India Asset Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
New Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Recent performance momentum
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Fund management costs
Risk-adjusted returns
Fund manager experience
Assets under management
This fund has underperformed its benchmark by 4.81% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 6.36% |
| ICICI Bank Ltd | Banks | 5.96% |
| HDFC Bank Ltd | Banks | 4.43% |
| Bharti Airtel Ltd | Telecomm-Service | 3.97% |
| Bharat Electronics Ltd | Aerospace & Defence | 3.85% |
| Axis Bank Ltd | Banks | 3.55% |
| Mahindra & Mahindra Ltd | Automobile | 3.48% |
| Bharat Electronics Ltd | Aerospace & Defence | 3.46% |
| Bharti Airtel Ltd | Telecomm-Service | 3.46% |
| Kotak Mahindra Bank Ltd | Banks | 3.34% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 1W | 1M | 3M |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 3.37% | 3.51% | 14.28% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 3.35% | 3.45% | 14.08% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 1.75% | 4.13% | 14.57% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 1.75% | 4.13% | 14.57% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 1.74% | 4.05% | 14.33% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 1.74% | 4.05% | 14.33% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | 2.24% | 2.71% | 9.40% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | 2.24% | 2.71% | 9.40% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | 2.30% | 4.81% | 11.95% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 1.56% | 0.36% | 5.43% |
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.