Nippon India Active Momentum Fund
Direct · Growth ₹13.33
04 Aug 2026
NAV
9.8%
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.
0.88
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 | ₹12.45 L | 8.3% | -15.0% | 24.9% |
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 | 8.3% | 14.5% | 13.9% | -6.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.8% | 9.8% | 1.3% | 19.1% | 0.88 | 3.02 | 100% | — | — |
-12.6%
Max Drawdown
1 mo
Drawdown Duration
2 mo
Recovery Time
-2.0%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.66 | 1.03 | 110.0% | 90.5% | 15.7% | 0.2% |
| 3 Years | +6.63 | 1.03 | 110.2% | 93.6% | 10.5% | 3.9% |
| 5 Years | +3.95 | 1.03 | 110.2% | 93.6% | 6.2% | 2.3% |
| 7 Years | +2.85 | 1.03 | 110.2% | 93.6% | 4.4% | 1.7% |
| 10 Years | +2.03 | 1.03 | 110.2% | 93.6% | 3.0% | 1.2% |
| 12 Years | +1.73 | 1.03 | 110.2% | 93.6% | 2.5% | 1.0% |
| 15 Years | +1.41 | 1.03 | 110.2% | 93.6% | 2.0% | 0.8% |
40
Total Holdings
37.8%
Top 10 Weight
23
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 7.72% |
| 2 | ICICI Bank Limited | 6.06% |
| 3 | GE Vernova T&D India Limited | 3.49% |
| 4 | Bajaj Finance Limited | 3.37% |
| 5 | State Bank of India | 3.14% |
| 6 | Eternal Limited | 3.11% |
| 7 | Mahindra & Mahindra Limited | 3.06% |
| 8 | Trent Limited | 2.63% |
| 9 | Multi Commodity Exchange of India Limited | 2.59% |
| 10 | Hindustan Aeronautics Limited | 2.58% |