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Nippon India Active Momentum Fund - NAV, Returns, Performance & Investment Guide 2025

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Get comprehensive details about Nippon India Active Momentum Fund including latest NAV, returns since inception, investment objective, fund managers, and investment process. Learn about this momentum-based equity fund managed by Ashutosh Bhargava and Kinjal Desai.

Investment Objective and Approach

The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon.

An open-ended equity scheme following momentum theme, this fund focuses on stocks that demonstrate strong price momentum and technical strength. The quantitative approach helps identify securities that show potential for sustained price appreciation, making it suitable for investors looking to capitalize on market trends and momentum patterns.

The fund follows a thematic investment strategy, concentrating on momentum stocks across various market capitalizations. The fund has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Industrial, Consumer Cyclical, Health, Communication, Tech, Real Estate, Utilities, Consumer Defensive, Energy.

Fund Managers

The fund is managed by two experienced professionals:

Ashutosh Bhargava - Mr. Bhargava is B.Com & MBA (Finance). Prior to joining Nippon India Mutual Fund he has worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd. Ashutosh Bhargava is the Current Fund Manager of Nippon India Active Momentum Fund. The fund is managed by Ashutosh Bhargava, Kinjal Desai.

Kinjal Desai - Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1, bringing strong analytical and economic expertise to the fund management process.

Both fund managers have been managing the scheme since 28 February 2025, providing continuity in investment approach and strategy execution.

About the Fund House (AMC)

Nippon India Mutual Fund (formerly Reliance Mutual Fund) is one of India's leading asset management companies with a strong track record in equity fund management. The AMC offers a comprehensive range of mutual fund schemes across various categories including equity, debt, and hybrid funds.

The fund house is known for its research-driven investment approach and has built a reputation for consistent performance across different market cycles. With experienced fund management teams and robust risk management processes, Nippon India Mutual Fund manages assets worth thousands of crores for retail and institutional investors.

The AMC focuses on delivering long-term value to investors through disciplined investment processes and adherence to stated investment objectives across its fund range.

Should I Invest in Nippon India Active Momentum Fund?

Key Investment Highlights:

- This fund was started on 28 February, 2025, making it a relatively new offering

- The fund has given a CAGR return of 13.65% since inception as of recent data

- AUM of ₹180 Cr as on May 2025, though this is less than category average

- The fund has an expense ratio 0.7 for the direct plan

Investment Considerations:

- The fund is rated Very High risk, suitable for investors with high risk appetite

- Exit load of 1%, if redeemed within 1 year

- Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.

Suitable for:

- Investors seeking exposure to momentum investing strategy

- Those with high risk tolerance and long-term investment horizon

- Investors looking to diversify their equity portfolio with thematic exposure

Tax Implications:

- If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

FAQs

What is today's NAV of Nippon India Active Momentum Fund?

The NAV changes daily based on market movements. You can check the current NAV on Allvest platform or the fund house website for the most updated information.

What is the AUM of Nippon India Active Momentum Fund?

The fund has ₹180 Cr worth of assets under management (AUM) as on May 2025. AUM figures are updated monthly and can be tracked on investment platforms.

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

The fund has an expense ratio 0.7 for the direct plan, which is competitive for an actively managed equity fund.

What are the returns of Nippon India Active Momentum Fund since inception?

The fund has given a CAGR return of 13.65% since inception. Since it's a new fund launched in February 2025, the track record is limited.

What is the minimum SIP amount to invest in Nippon India Active Momentum Fund?

Minimum SIP Investment is set to ₹100, making it accessible for small investors looking to start their investment journey.

How do I invest in Nippon India Active Momentum Fund?

You can invest through Allvest platform, directly from the fund house website, or through registered mutual fund distributors and banks.

How to start a SIP in Nippon India Active Momentum Fund?

Register on Allvest, complete your KYC, select the fund, choose SIP option, set the amount and frequency, and set up auto-debit instructions.

How do I automate an SIP in Nippon India Active Momentum Fund?

Set up a bank mandate or enable auto-debit facility through Allvest platform to ensure seamless monthly SIP deductions from your bank account.

How can I withdraw/redeem my investment in Nippon India Active Momentum Fund?

You can redeem your investment online through Allvest, fund house website, or by submitting redemption forms to your distributor. Exit load of 1%, if redeemed within 1 year will apply.