Nippon India Active Momentum Fund

ThematicDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Nippon India Active Momentum Fund is a Thematic fund run by Nippon India Mutual Fund. On 30-09-2026, it managed ₹592 Cr of investors' money. In the year to 30-10-2026, its Direct plan returned 1.8% and its Regular plan returned 0.8%. Its benchmark, Nifty 500 TRI, returned −7.3% over the same year.

NAV (Direct plan): ₹12.27; ▼ 0.17%30-10-2026
NAV (Regular plan): ₹12.07; ▼ 0.18%30-10-2026
Expense ratio: 1.29%Direct2.28%Regular; 1.29%; A year
Riskometer: Very High; Set by the fund house
1 year return: 1.8%Direct0.8%Regular; 1.8%; Total

Nippon India Active Momentum Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹12.27 (down 0.17% that day); Regular Plan Growth ₹12.07 (down 0.18% that day).

This fund (Direct plan)

₹12.2652

Nippon India Active Momentum Fund Returns vs Nifty 500 TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−1.78%	−6.77%	+1.92%	+1.81%	--	--	--
This fund (Regular)	−1.86%	−7.01%	+1.42%	+0.81%	--	--	--
Nifty 500 TRI	−0.75%	−6.05%	−2.83%	−7.34%	+10.22%	+8.81%	+12.51%
Thematic average	−2.09%	−4.52%	+0.86%	−1.22%	--	--	--
Best in Thematic	+11.54%	+11.27%	+22.16%	+75.71%	--	--	--
Worst in Thematic	−16.05%	−11.74%	−13.97%	−22.44%	--	--	--
Rank in Thematic	102/235	161/232	86/232	62/215	--	--	--

Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.

Nippon India Active Momentum Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty 500 TRI
2026to date	+0.66%	−0.16%	−7.51%

Nippon India Active Momentum Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 162 periods, one for each trading day from 04-03-2026 to 30-10-2026.

−10%−5%0%5%10%15%20%

Mar 2025
to
Mar 2026May 2025
to
May 2026Jun 2025
to
Jun 2026Jul 2025
to
Jul 2026Sept 2025
to
Sept 2026Oct 2025
to
Oct 2026

Nippon India Active Momentum Fund (Direct)Nifty 500 TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	162	9.9%	−0.8%	19.1%	1%	1.1%	100%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty 500 TRI over the same days. Past returns do not promise future returns.

Nippon India Active Momentum Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Nippon India Active Momentum Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	+1.81%	−7.34%
Standard deviation	15.43%	14.48%
Sharpe ratio	-0.22	-0.87
Sortino ratio	-0.30	-1.16
Maximum drawdown	−12.6% (23-03-2026)	−14.7% (30-03-2026)
Beta	1.02	1.00
Alpha	+9.42%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Nippon India Active Momentum Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	+13.20%	+7.00%
Standard deviation	15.11%	13.98%
Sharpe ratio	0.51	0.11
Sortino ratio	0.73	0.16
Maximum drawdown	−12.6% (23-03-2026)	−14.7% (30-03-2026)
Beta	1.03	1.00
Alpha	+6.15%	0.00%

From daily NAVs, 03-03-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−15%−10%−5%0%

2026

Nippon India Active Momentum Fund (Direct)Nifty 500 TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Nippon India Active Momentum Fund (Direct)	−12.6%	26-02-2026	23-03-2026	07-05-2026	45 days	−9.1%
Nifty 500 TRI	−14.7%	02-01-2026	30-03-2026	Not yet	--	−8.4%

From the Direct plan's daily NAV since 03-03-2025, adjusted for unit splits, and Nifty 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Nippon India Active Momentum Fund vs Other Thematic Funds

The five Thematic funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Nippon India Taiwan Equity Fund	1/133	1,147	1.08%	+75.71%	+54.78%	--	--	1.38	2.03	Compare
HDFC Defence Fund	2/133	11,493	0.90%	+13.79%	+34.76%	−0.18%	0.83	1.12	1.54	Compare
HDFC Pharma and Healthcare Fund	3/133	3,501	1.05%	+23.12%	+30.53%	+8.23%	0.96	1.74	2.49	Compare
SBI Healthcare Opportunities Fund	4/133	5,870	1.01%	+17.12%	+24.60%	+3.61%	0.88	1.42	2.03	Compare
Aditya Birla Sun Life International Equity Fund	5/133	352	2.00%	+13.97%	+24.46%	--	--	1.49	2.16	Compare
Nippon India Active Momentum Fund	62/215	592	1.29%	+1.81%	--	--	--	--	--

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Nippon India Active Momentum Fund Expense Ratio and Costs

What each plan charges a year, in force from 01-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Thematic median	Cost rank (1 = cheapest)
Direct	0.60%	0.18%	0.01%	0.50%	1.29%	1.18%	145/235
Regular	1.44%	0.18%	0.01%	0.65%	2.28%	2.41%	85/235

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	0.81%	1.81%	1.00%	₹1,00,810	₹1,01,810

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Nippon India Active Momentum Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 03-03-2025 to 30-10-2026: 20 instalments, ₹2,00,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planNippon India Active Momentum Fund (Direct)	₹2,00,000	₹2,07,960	₹7,960	4.6%
Regular planNippon India Active Momentum Fund (Regular)	₹2,00,000	₹2,06,137	₹6,137	3.5%
Nifty 500 TRI	₹2,00,000	₹1,95,411	−₹4,589	−2.6%
Category averageCategory average, 235 Thematic funds	₹2,00,000	₹2,05,218	₹5,218	3.0%

₹0₹50,000₹1.0 L₹1.5 L₹2.0 L₹2.5 L

2026

Direct planNippon India Active Momentum Fund (Direct)Regular planNippon India Active Momentum Fund (Regular)Nifty 500 TRICategory averageCategory average, 235 Thematic fundsAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Nippon India Active Momentum Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

98.6%Equity

Asset	Fund	Category
Equity	98.6%	94.5%
Cash and others	1.4%	4.0%

Market cap of stocks

Market cap	Fund	Category
Large Cap	41.9%	45.7%
Mid Cap	28.9%	19.6%
Small Cap	27.8%	24.1%

Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Nippon India Active Momentum Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Banks16.6%
Pharmaceuticals & Biotechnology8.4%
Automobiles7.1%
Leisure Services6.8%
Retailing6.4%
Finance6.0%
Healthcare Services4.1%
Auto Components4.0%
Consumer Durables3.8%
Chemicals & Petrochemicals3.6%

The ten largest of 23 sectors. The other 13 add up to 31.7%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Banks	17.5%	15.3%	16.6%	−0.8%
Pharmaceuticals & Biotechnology	2.3%	5.0%	8.4%	+6.2%
Automobiles	7.8%	6.9%	7.1%	−0.7%
Leisure Services	3.3%	5.9%	6.8%	+3.5%
Retailing	7.7%	7.2%	6.4%	−1.3%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Nippon India Active Momentum Fund Portfolio Holdings

As on 30-09-2026 · 40 holdings · from the fund house's monthly portfolio

Holdings	Sector	Weight%	1M change
HDFC Bank Limited	Banks	6.30%	+18.2%
ICICI Bank Limited	Banks	6.10%	0.0%
Kotak Mahindra Bank Limited	Banks	4.25%	New
Dixon Technologies (India) Limited	Consumer Durables	3.78%	+79.8%
Sun Pharmaceutical Industries Limited	Pharmaceuticals & Biotechnology	3.44%	+40.3%
Bajaj Finance Limited	Finance	3.23%	0.0%
TVS Motor Company Limited	Automobiles	3.20%	+46.7%
Affle 3i Limited	IT - Services	3.12%	+48.7%
Torrent Pharmaceuticals Limited	Pharmaceuticals & Biotechnology	2.93%	New
Eternal Limited	Retailing	2.92%	0.0%
Mahindra & Mahindra Limited	Automobiles	2.73%	0.0%
GE Vernova T&D India Limited	Electrical Equipment	2.61%	New
Prestige Estates Projects Limited	Realty	2.56%	0.0%
JSW Infrastructure Ltd	Transport Infrastructure	2.53%	0.0%
Star Health And Allied Insurance Company Limited	Insurance	2.53%	+64.9%
Jubilant Foodworks Limited	Leisure Services	2.42%	0.0%
Global Health Limited	Healthcare Services	2.36%	+16.0%
Coforge Limited	IT - Software	2.36%	0.0%
Honasa Consumer Limited	Personal Products	2.33%	+24.6%
Devyani International Limited	Leisure Services	2.29%	+25.2%
Balkrishna Industries Limited	Auto Components	2.17%	0.0%
Hindustan Aeronautics Limited	Aerospace & Defense	2.14%	0.0%
Acme Solar Holdings Ltd	Power	2.12%	0.0%
IPCA Laboratories Limited	Pharmaceuticals & Biotechnology	2.08%	0.0%
TBO Tek Limited	Leisure Services	2.06%	+96.8%
Radico Khaitan Limited	Beverages	2.03%	0.0%
Deepak Nitrite Limited	Chemicals & Petrochemicals	1.94%	0.0%
FSN E-Commerce Ventures Limited	Retailing	1.89%	0.0%
Samvardhana Motherson International Limited	Auto Components	1.88%	0.0%
Dr. Lal Path Labs Limited	Healthcare Services	1.72%	New
Navin Fluorine International Limited	Chemicals & Petrochemicals	1.71%	0.0%
Trent Limited	Retailing	1.63%	0.0%
JSW Cement Limited	Cement & Cement Products	1.62%	0.0%
Allied Blenders And Distillers Limited	Beverages	1.58%	0.0%
L&T Finance Limited	Finance	1.58%	0.0%
PB Fintech Limited	Financial Technology (Fintech)	1.56%	0.0%
Container Corporation of India Limited	Transport Services	1.44%	0.0%
Poonawalla Fincorp Limited	Finance	1.16%	0.0%
Eicher Motors Limited	Automobiles	1.15%	0.0%
NTPC Green Energy Limited	Power	1.12%	0.0%

Nippon India Active Momentum Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

HDFC Bank Limited	Added	+18.2%	6.30%
Kotak Mahindra Bank Limited	New	New	4.25%
Dixon Technologies (India) Limited	Added	+79.8%	3.78%
Sun Pharmaceutical Industries Limited	Added	+40.3%	3.44%
TVS Motor Company Limited	Added	+46.7%	3.20%
Affle 3i Limited	Added	+48.7%	3.12%
Torrent Pharmaceuticals Limited	New	New	2.93%
State Bank of India	Sold out	−100%	was 2.64%
GE Vernova T&D India Limited	New	New	2.61%
Star Health And Allied Insurance Company Limited	Added	+64.9%	2.53%
Tech Mahindra Limited	Sold out	−100%	was 2.43%
Global Health Limited	Added	+16.0%	2.36%
Honasa Consumer Limited	Added	+24.6%	2.33%
Devyani International Limited	Added	+25.2%	2.29%
Mahindra & Mahindra Financial Services Limited	Sold out	−100%	was 2.28%
TBO Tek Limited	Added	+96.8%	2.06%
Mphasis Limited	Sold out	−100%	was 1.76%
Dr. Lal Path Labs Limited	New	New	1.72%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Nippon India Active Momentum Fund bought and sold

Nippon India Active Momentum Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
UTI - Flexi Cap Fund.Flexi Cap · UTI	40.1%	17	Compare
Canara Robeco Focused FundFocused · Canara Robeco	34.6%	11	Compare
Canara Robeco Flexi Cap FundFlexi Cap · Canara Robeco	34.3%	18	Compare
Nippon India Flexi Cap FundFlexi Cap · Nippon India	34.3%	19	Compare
Nippon India Quant FundThematic · Nippon India	34.1%	11	Compare
Invesco India Focused FundFocused · Invesco	32.7%	10	Compare
Nippon India Large Cap FundLarge Cap · Nippon India	32.5%	16	Compare
Canara Robeco Large Cap FundLarge Cap · Canara Robeco	32.0%	15	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Nippon India Active Momentum Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.29%
Expense ratio (Regular): 2.28%
Category: Thematic
Risk: Very High
Benchmark: Nifty 500 TRI
Launch date: 28-02-2025
Minimum investment: ₹500
Minimum additional investment: ₹100
AUM: ₹591.99 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 153274
ISIN (Direct): INF204KC1EK5
Scheme code (Regular): 153276
ISIN (Regular): INF204KC1EH1
NAV history: From 03-03-2025, 1.7 years

Exit load: 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil, thereafter.

Tax on Nippon India Active Momentum Fund returns

Nippon India Active Momentum Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹12.2652	30-10-2026
direct	IDCW	₹12.2652	30-10-2026
regular	Growth	₹12.0666	30-10-2026
regular	IDCW	₹12.0666	30-10-2026

About Nippon India Active Momentum Fund

Nippon India Active Momentum Fund is a mutual fund from Nippon India Mutual Fund. Its category is Thematic. It was launched on 28-02-2025. Its benchmark is Nifty 500 TRI. At the end of September 2026 it held 40 securities.

Fund Manager

Shirish Guthe
Fund manager of Nippon India Active Momentum Fund, since 16-02-2026

See all funds of Nippon India Mutual Fund

AUM change

September 2026: ₹591.99 Cr; +4.69% from August 2026
August 2026: ₹565.46 Cr; +11.99% from July 2026
July 2026: ₹504.94 Cr; +9.79% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Nippon India Active Momentum Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Nippon India Active Momentum vs Nippon India Taiwan EquityThematic
Nippon India Active Momentum vs HDFC DefenceThematic
Nippon India Active Momentum vs HDFC Pharma and HealthcareThematic
Nippon India Active Momentum vs SBI Healthcare OpportunitiesThematic
Nippon India Active Momentum vs Aditya Birla Sun Life International EquityThematic
Nippon India Active Momentum vs UTI - Flexi Cap Fund.40.1% overlap
Nippon India Active Momentum vs Canara Robeco Focused34.6% overlap
Nippon India Active Momentum vs Canara Robeco Flexi Cap34.3% overlap

Compare with any other fund

Frequently Asked Questions for Nippon India Active Momentum Fund

What is the current NAV of Nippon India Active Momentum Fund?

The Direct plan NAV is ₹12.2652. The Regular plan NAV is ₹12.0666, as on 30-10-2026.

What are the returns of Nippon India Active Momentum Fund?

The Direct plan returned +1.81% in 1 year. The Regular plan returned +0.81% in 1 year. These figures are as on 30-10-2026.

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

The Direct plan charges 1.29% a year. The Regular plan charges 2.28% a year. This is the figure the fund house reported to AMFI, in force from 01-10-2026.

What is the AUM of Nippon India Active Momentum Fund?

Nippon India Active Momentum Fund managed ₹591.99 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Nippon India Active Momentum Fund?

At the end of September 2026 the largest holdings were HDFCBANK (6.30%), ICICIBANK (6.10%), KOTAKBANK (4.25%), DIXON (3.78%), SUNPHARMA (3.44%). The fund held 40 securities in all.

What did Nippon India Active Momentum Fund buy and sell in September 2026?

It bought 4 new stocks: GE Vernova T&D India Limited, Kotak Mahindra Bank Limited, Dr. Lal Path Labs Limited, Torrent Pharmaceuticals Limited. It sold out of 4: State Bank of India, Mphasis Limited, Tech Mahindra Limited, Mahindra & Mahindra Financial Services Limited. It added shares in 10.

How do I invest in Nippon India Active Momentum Fund?

Through Nippon India Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹500. You can invest once or through a monthly SIP.

Who is the fund manager of Nippon India Active Momentum Fund?

Shirish Guthe (since 16-02-2026).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.