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InvestVerdict

Nippon India Active Momentum Fund

Direct Plan · Growth Option · Sectoral / Thematic · Scheme code 153274

NAV₹13.4481as on 27 Aug 2026
Fund houseNippon India Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Growth Option
History1.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 3.338.428.22 15.95—— ——22.22
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 6.9716.9114.34 —15.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 15.2% 1.03 1.54 0.96 9.66% -12.6% 95.35
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 17 months this scheme and its benchmark share.

Growth of ₹100 since launch

971101241382026InvestVerdict

Drawdown from peak (%)

0%-5%-9%-14%2026
InvestVerdict

Nippon India Active Momentum Fund

Direct Plan · Growth Option

Allocation

By asset

Equity96.87%
Cash & Equivalents3.13%

By market cap

Large Cap51.88%
Mid Cap26.03%
Small Cap18.96%

Concentration

Number of stocks41
Top 5 stocks23.78%
Top 10 stocks37.75%
Top 20 stocks61.50%
Largest holding7.72%
Largest sectorBanks 19.78%
Effective stocks34.8
Cash3.13%
InvestVerdict

Nippon India Active Momentum Fund

Direct Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Banks7.72%
2— Banks6.06%
3— Electrical Equipment3.49%
4— Finance3.37%
5— Unclassified3.24%
6— Banks3.14%
7— Retailing3.11%
8— Automobiles3.06%
9— Retailing2.63%
10— Capital Markets2.59%
11— Aerospace & Defense2.58%
12— Personal Products2.56%
13— Consumer Durables2.46%
14— Pharmaceuticals & Biotechnology2.40%
15— Finance2.39%
16— Retailing2.37%
17— Power2.37%
18— Beverages2.36%

Sector split

Banks — 19.8%Retailing — 8.1%Beverages — 6.6%Automobiles — 6.3%Finance — 5.8%Auto Components — 5.4%Consumer Durables — 4.6%Industrial Products — 4.2%Power — 3.9%Other — 35.4%Banks19.8%Retailing8.1%Beverages6.6%Automobiles6.3%Finance5.8%Auto Components5.4%Consumer Durables4.6%Industrial Products4.2%Power3.9%Other35.4%
Banks19.78%
Retailing8.11%
Beverages6.60%
Automobiles6.25%
Finance5.76%
Auto Components5.42%
Consumer Durables4.60%
Industrial Products4.24%
Power3.85%
IT - Software3.50%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.