Nippon India Active Momentum Fund
Direct · Growth ₹12.76
19 Jun 2026
NAV
9.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.73
Sharpe
-12.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.34 L | 5.1% | -15.0% | 17.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 5.1% | 14.5% | 13.3% | -9.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.6% | 9.1% | 1.3% | 19.1% | 0.73 | 2.40 | 100% | — | — |
-12.6%
Max Drawdown
1 mo
Drawdown Duration
2 mo
Recovery Time
-2.1%
Avg Drawdown
Calmar Ratio by Duration
0.76
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.87 | 1.05 | 111.5% | 92.4% | 12.3% | -3.1% |
| 3 Years | +6.01 | 1.05 | 111.8% | 95.6% | 8.7% | 2.8% |
| 5 Years | +3.65 | 1.05 | 111.8% | 95.6% | 5.1% | 1.7% |
| 7 Years | +2.68 | 1.05 | 111.8% | 95.6% | 3.6% | 1.2% |
| 10 Years | +1.95 | 1.05 | 111.8% | 95.6% | 2.5% | 0.8% |
| 12 Years | +1.67 | 1.05 | 111.8% | 95.6% | 2.1% | 0.7% |
| 15 Years | +1.40 | 1.05 | 111.8% | 95.6% | 1.7% | 0.6% |
45
Total Holdings
33.9%
Top 10 Weight
23
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 5.73% |
| 2 | GE Vernova T&D India Limited | 3.94% |
| 3 | Axis Bank Limited | 3.80% |
| 4 | Mahindra & Mahindra Limited | 3.29% |
| 5 | State Bank of India | 3.20% |
| 6 | Eternal Limited | 3.19% |
| 7 | Multi Commodity Exchange of India Limited | 2.93% |
| 8 | Varun Beverages Limited | 2.65% |
| 9 | Bharat Electronics Limited | 2.58% |
| 10 | Cummins India Limited | 2.58% |