Nippon India Active Momentum Fund

Sectoral / ThematicEquityVery High risk Rank 68 of 258

NAV · Direct-Growth

₹13.38-0.03-0.25%

As of 18 Aug 2026 · AMFI

NAV growth+14.5%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Cost

Average

0.59% vs NaN% peers

Beats its Sectoral / Thematic category on 1Y.

1Y return

+14.5%

+5.0 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

₹424.11 Cr

fund size

Expense

0.59%

direct plan

Volatility 3Y

—

3Y std dev

In plain English

Nippon India Active Momentum Fund is a Sectoral / Thematic scheme from Nippon India. The portfolio is ~97% in equities. Worst historical drawdown: -13% in Mar 2026, recovered in 2 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF204KC1EK5

NAV (Direct-Growth)

₹13.3752

Last 1Y

+14.54%

Aug 25Min ₹10.86 · Max ₹13.45 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-12.6%

Peak ₹12.43 on 26 Feb 2026 → trough ₹10.86 on 23 Mar 2026 (1 months down).

Recovered in 2 months· 7 May 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.59% — well below typical 1% for equity.
AUM size
₹424 Cr.
Sector concentration
Top 3 sectors = 60.7% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.38%	-0.40%	123/ 286
1M	+2.76%	+2.47%	133/ 286
3M	+11.26%	+8.01%	55/ 286
6M	+8.47%	+6.33%	100/ 278
YTD	+9.77%	+6.03%	82/ 273
1Y	+14.54%	+9.52%	68/ 258

Portfolio composition

Asset allocation

Equity96.73%
Cash3.27%

By market cap

Large cap49.34%
Mid cap29.20%
Small cap15.42%
Others6.04%

Concentration

Holdings

Avg market cap

₹1.21 L Cr

Top 10 stocks

34.77%

Top 5 stocks

20.84%

Top 3 sectors

60.74%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

2
HDFC Bank Ltd
—6.46%
1
HDFC Bank Ltd
—6.25%
3
State Bank of India
—3.97%
3
Axis Bank Ltd
—3.95%
4
State Bank of India
—3.73%
5
GE Vernova T&D India Ltd
—3.60%
4
GE Vernova T&D India Ltd
—3.41%
6
Eternal Ltd
—3.31%
7
Multi Commodity Exchange of India Ltd
—3.10%
5
Bharat Electronics Ltd
—3.08%
6
Multi Commodity Exchange of India Ltd
—2.89%
8
Bharat Electronics Ltd
—2.85%
7
Mahindra & Mahindra Ltd
—2.85%
8
Lupin Ltd
—2.85%
9
Axis Bank Ltd
—2.85%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio28.9728.47+0.50
P/B ratio4.264.25+0.01
Price / Sales4.163.21+0.95
Price / Cash Flow26.4819.97+6.51
Dividend yield0.84%1.23%-0.39
Return on equity (ROE)19.54%18.47%+1.07

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
——————
Sharpe ratio
Risk-adjusted return — higher is better.
0.17—————
Sortino ratio
Like Sharpe but only counts downside volatility.
0.25—————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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