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Nippon India Active Momentum Fund - Regular Plan- Growth Option is an equity scheme managed by Nippon India Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.67% on assets of ₹403Cr. The fund is currently managed by Shirish Guthe, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Multi Commodity Exchange of India Ltd | Financial Services | 3.10% |
| Varun Beverages Ltd | Consumer Defensive | 2.72% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 6 | 19.05% |
| Beverages | 1 | 6.77% |
| Automobiles | 3 | 6.25% |
| Finance | 3 | 6.09% |
| Retailing | 2 | 5.61% |
| Auto Components | 3 | 5.17% |
| Pharmaceuticals & Biotechnology | 2 | 5.11% |
| Industrial Products | 2 | 4.24% |
| Power | 3 | 4.22% |
| IT - Software | 2 | 4.19% |
| Electrical Equipment | 1 | 3.60% |
| Non - Ferrous Metals | 2 | 3.51% |
| Capital Markets | 1 | 3.10% |
| Aerospace & Defense | 1 | 2.85% |
| Telecom - Services | 1 | 2.27% |
| Healthcare Services | 1 | 2.15% |
| Chemicals & Petrochemicals | 1 | 2.08% |
| Ferrous Metals | 2 | 2.01% |
| Transport Services | 1 | 1.90% |
| Insurance | 1 | 1.73% |
| Leisure Services | 1 | 1.15% |
| Commercial Services & Supplies | 1 | 1.08% |
| Diversified Metals | 1 | 0.94% |
| Miscellaneous | 1 | 0.13% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 1.17% | 5.69% | 7.07% | 11.57% | 20.01% | 100.0% |
Top-10 weight 5.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Samco Active Momentum Fund - Regular Plan - Growth Option | Samco Mutual Fund | ₹647 Cr | 2.42% | — | — | 3★ |
| Union Active Momentum Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹440 Cr | — | — | — | 1★ |
| Kotak Active Momentum Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹1,442 Cr | 2.14% | — | — | — |