Nippon India Active Momentum Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 05-03-2025
₹ 10.12
1D
Inception Returns
/yr
About Nippon India Active Momentum Fund Direct Growth
Nippon India Active Momentum Fund Direct Growth is an equity fund. This fund was started on 28 February, 2025. The fund is managed by Kinjal Desai, Ashutosh Bhargava. The fund could potentially beat inflation in the long-run.
Key Parameters
- Nippon India Active Momentum Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.
Returns
Nippon India Active Momentum Fund Direct Growth has given a CAGR return of -0.60% since inception.
Holdings
Nippon India Active Momentum Fund Direct Growth has allocated its funds majorly in . Its top holdings are
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Nippon India Active Momentum Fund Direct Growth
The investment objective of the scheme is 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. There is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Nippon India Active Momentum Fund Direct Growth has no lock in period.
Historical NAV & Returns
Nippon India Active Momentum Fund Direct Growth Overview
| Expense ratio | -- |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹0 Cr |
| Inception Date | 28 February, 2025 |
| Min Lumpsum/SIP | ₹500/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Frequently Asked Questions for Nippon India Active Momentum Fund Direct Growth
Nippon India Active Momentum Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Nippon India Active Momentum Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Nippon India Active Momentum Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Nippon India Active Momentum Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Nippon India Active Momentum Fund Direct Growth | - | - | - |