Sharpe ratio
0.77Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+10.49%1Y Absolute Return
-0.31%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Nippon India Active Momentum Fund-Direct Plan - Growth OptionFund 1Y annualised return · 5Y history unavailable | ₹9,47,235 | ₹7,32,612 | ₹2,14,623 | +10.49% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.18
₹1 Lakh since launch₹1.18 Lakh
Fund age1.7 yrs
Fund information
Scheme code153274
ISININF204KC1EK5
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.16%
Exit loadExit load of 1%, if redeemed within 1 year.
Minimum SIP₹100 SIP
Return comparison
207th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +123.47% | — | — |
| 3M | -4.23% | — | — |
| 6M | +20.42% | — | — |
| 1Y | +10.49% | — | +4.16% |
| Since Launch | +18.25% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
1.14Return earned while limiting downside risk.
Good
Good downside protection with strong returns.
Standard deviation
15.77%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
1.44How well the fund rewarded investors relative to its biggest decline.
Excellent
Excellent balance between returns and drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity96.87%
Cash3.11%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 44 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 7.72% |
| ICICI Bank Ltd | Financial | Equity | 6.06% |
| GE T&D India Ltd | Industrials | Equity | 3.49% |
| Bajaj Finance Ltd | Financial | Equity | 3.37% |
| Repo | Unspecified | Repo | 3.24% |
| State Bank of India | Financial | Equity | 3.14% |
| Zomato Ltd | Technology | Equity | 3.11% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.06% |
| Trent Ltd | Consumer Discretionary | Equity | 2.63% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.59% |
Fund management
AM
Amber Singhania
Since 2026 · Prior to joining the Nippon India AMC, he was associated with Asian Markets Securities Pvt. Ltd.
MMS Finance (Mumbai University)
SH
Shirish Valmik Guthe
Since 2026 · Prior to joining the Nippon India MF, he was associated with HDFC Life Insurance Co. Ltd.
MMS Finance (JBIMS , Mumbai University)
KI
Kinjal Desai
Since 2025 · She has been working with Nippon India Mutual Fund since year, 2012
Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Losses and swings stayed contained — worst fall -12.6%, volatility 15.8%.
Strengths
- Losses and swings stayed contained — worst fall -12.6%, volatility 15.8%.
- Recovered from its worst fall in 2 months.
- Ranks 207 of 932 in its category over 1 year.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.8% volatility.
Risk drivers
- None