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Nippon India Active Momentum Fund- Direct Plan IDCW Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 81/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.07%
- AUM (15%)₹644 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Nippon India Mutual Fund · Equity · Thematic Fund
₹10.72
AUM: ₹643 Cr
NAV updated 20 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
0.07%
Exit Load
Nil
Fund Manager
Sushil Budhia
Inception
Jun 2025
Sharpe Ratio
0.6
Std Dev (1Y)
15.17%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.29%
3m
+1.82%
6m
+3.06%
1y
+6.03%
3y
—
5y
—
10y
—
since inception
+19.94%
TopFund's Take on Nippon India Active Momentum Fund- Direct Plan IDCW Option
Nippon India Active Momentum Fund- Direct Plan IDCW Option ranks among the stronger performers in the Thematic Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 81/100.
Cost: At 0.07%, the expense ratio is meaningfully cheaper — about 92% below the Thematic Fund category average of 0.91% (based on 22 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.6 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 15.17% is fairly typical for Thematic Fund funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
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Frequently Asked Questions about Nippon India Active Momentum Fund- Direct Plan IDCW Option
The current NAV (Net Asset Value) of Nippon India Active Momentum Fund- Direct Plan IDCW Option is ₹10.72. NAV is updated every business day after market close by AMFI.
1Y: 6.03%
The expense ratio of Nippon India Active Momentum Fund- Direct Plan IDCW Option is 0.07% per annum. This is the annual fee charged by the fund to manage your investment.
Nippon India Active Momentum Fund- Direct Plan IDCW Option is managed by Sushil Budhia at Nippon India Mutual Fund.
Nippon India Active Momentum Fund- Direct Plan IDCW Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Nippon India Active Momentum Fund- Direct Plan IDCW Option is a Thematic Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Nippon India Active Momentum Fund- Direct Plan IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Nippon India Active Momentum Fund- Direct Plan IDCW Option is ₹644 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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