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Benchmark Investments

Nippon India Active Momentum Fund-Reg(G)

very highequity
11.02 -0.21(-1.87%) NAV as on 27 Mar 2026
-9.04 % 1 M
2.27 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

1.67

As on 28 Feb, 2026
Age :

1 yrs 1 m

Since 28 02 ,2025
Exit Load :

1%

AUM :

362.26 Crs

Portfolio Price To Book Value :

8.85

Investing Style :

Large Growth

Min. Investment :

SIP 100 & Lumpsum 500

Category :

thematic fund

Fund Manager :

Shirish Guthe

Launch Date :

28-Feb-25

Scheme Benchmark :

NA

FUND OBJECTIVE

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Others 3.47 %
Equity 96.53 %

TOP HOLDINGS

HDFC Bank Ltd.7.51 %
State Bank Of India4.67 %
GE Vernova T&D India Ltd.3.45 %
Axis Bank Ltd.3.25 %
Mahindra & Mahindra Ltd.3.14 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private14.35
Bank - Public9.64
Finance - NBFC7.13
Automobile Two & Three Wheelers4.56
Auto Ancillary3.86
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 27-Mar-2026)10.6711.02
Net Assets(Rs Crores) (as on 27-Mar-2026) 130.97 362.26
Scheme Returns(%)(Absolute)6.704.74
B'mark Returns(%)(Absolute)NANA
Category Rank24/11945/133

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-202611.66-3.875.53NA

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Nippon India Active Momentum Fund-Reg(G)Very HighEquity11.02-0.21(-1.87%)NAV As on 27 Mar, 202628-Feb-2025Inception Date362.26AUM In Cr.2.27%1YNA%3YNA%5Y9.43%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity61.42-1.32(-2.10%)NAV As on 27 Mar, 202618-Nov-2009Inception Date1,510.76AUM In Cr.6.61%1Y28.13%3Y23.75%5Y11.73%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity33.73-0.58(-1.69%)NAV As on 27 Mar, 202630-Dec-2019Inception Date6,085.65AUM In Cr.9.09%1Y27.93%3Y25.09%5Y21.50%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity228.62-4.55(-1.95%)NAV As on 27 Mar, 202621-Feb-2000Inception Date8,428.48AUM In Cr.0.39%1Y24.77%3Y18.32%5Y12.73%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity255.90-6.59(-2.51%)NAV As on 27 Mar, 202616-Apr-2004Inception Date4,046.80AUM In Cr.10.01%1Y22.41%3Y17.49%5Y15.91%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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