The fund currently has an Asset Under Management(AUM) of ₹5,13,160 Cr and the Latest NAV as of 10 Feb 2025 is ₹10.00. The Nippon India Active Momentum Fund Direct Growth is rated NA risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 500.
Introduction
Nippon India Active Momentum Fund is an open ended equity scheme which follows momentum investment strategy. It aims to generate long term capital appreciation by investing in stocks with strong momentum.
Mutual fund
Key Highlights
- Scheme Type: Thematic, actively managed equity fund
- Investment Objective: Long-term capital appreciation by investing in stocks with strong momentum signals
- Benchmark: Nifty 500 TRI
- Risk Level: Very High (as per Risko meter)
NFO Details
| Event | Date |
| NFO Opens | 10th February 2025 |
| NFO Closes | 24th February 2025 |
| Scheme Reopens | 6th March 2025 |
Investment Strategy
The fund uses quantitative momentum-based strategy, selects 30-40 stocks from Nifty 500 universe based on:
- Absolute & Relative Momentum: Stocks trending upwards
- Volatility Adjustments: Risk mitigation
- Sentiment Analysis: Earnings upgrades and market trends
- Beta & Minimum Volatility: Risk management in different market conditions
Asset Allocation
| Investment Type | Minimum Allocation | Maximum Allocation | Risk Profile |
| Equity & equity-related instruments (momentum theme | 80% | 100% | Medium to High |
| Debt & money market instruments | 20% | Low to Medium | |
| REITs & InvITs | 0% | 10% | Medium to High |
Investment Details
| Particulars | Amount |
| Minimum Investment | ₹500 (and in multiples of ₹1 thereafter) |
| Additional Investment | ₹100 (and in multiples of ₹1 thereafter) |
| Minimum Redemption | ₹100 or total available balance |
Plans & Options
- Growth Plan
- Income Distribution cum Capital Withdrawal Plan (Payout & Reinvestment)
Expense Ratio & Exit Load
| Expense Type | Details |
| Total Expense Ratio (TER) | Up to 2.25% |
| Exit Load | 1% if redeemed within 1 year, Nil thereafter |
Risk Factors
- Market risks associated with equity investments
- Volatility risks in momentum strategy
- Sectoral and economic risks impacting portfolio performance
- Foreign securities risk due to currency fluctuations
Final Thoughts
Nippon India Active Momentum Fund is designed for investors seeking high returns through an active quantitative strategy. With a focus on momentum investing, this fund is suitable for long-term investors with a high-risk appetite. Before investing, consider consulting a financial advisor.
For more details, visit Nippon India Mutual Fund’s website.
