Primarily market-linked growth exposure
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.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Equity and Equity related Instruments of Momentum Theme - 80%-100%, Debt & Money Market instruments – 0%-20%, Units issued by REITs and InvITs - 0%-10%
- SEBI category
- Thematic Fund
- Fund type
- An Open Ended Equity Scheme investing in momentum theme
- Primary benchmark
- NIFTY 500 TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Shirish Guthe
- Manager tenure on this scheme
- Since 16-Feb-26
- Role / co-management
- Primary
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Nippon India Active Momentum Fund - Direct Plan - Growth Option | ₹13.2430 | 04 Sep 2026 |
| Nippon India Active Momentum Fund - Direct Plan - IDCW Option | ₹13.2430 | 04 Sep 2026 |
| Nippon India Active Momentum Fund - Regular Plan - Growth Option | ₹13.0486 | 04 Sep 2026 |
| Nippon India Active Momentum Fund - Regular Plan - IDCW Option | ₹13.0486 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 2.21%, Direct 1.22%
- Exit load
- 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil, thereafter.
- Minimum application
- 500 · multiples of 1
- SIP frequency
- SIP Details: Daily /Weekly / Monthly/ Quarterly/ Yearly, STP Details : Daily / Weekly/ Fortnightly / Monthly / Quarterly , SWP Details : Monthly / Quarterly / Half Yearly / Yearly
- Minimum SIP amount
- SIP Details: Rs.100/- per month (minimum 60 months) Rs.500/- per month (minimum 12 months) Rs.1000/- per month (minimum 6 months) Rs. 500/- per quarter (minimum 12 quarters) Rs.1500/- per quarter (minimum 4 quarters) Rs. 5000/- per year (minimum 2 years) SWP Details : 500 Fixed STP: Daily- Minimum of Rs. 100 Weekly / Fortnight / Monthly option - Rs. 1000 Quarterly - Rs. 3000 Capital Appreciation STP: Monthly/ Quarterly - Rs. 500
- Minimum instalments
- SIP Details: 60 months for Rs. 100 per month 12 months for Rs. 500 per month 6 months for Rs. 1,000 per month 12 quarters for Rs. 500 per quarter 4 quarters for Rs. 1500 per quarter 2 years for Rs. 5000 per Year , SWP Details : 2 Instalments STP Details : 30 FOR DAILY & 2 OTHERS
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.