Compare Nippon India Active Momentum Fund vs Motilal Oswal BSE Quality Index Fund
Nippon India Active Momentum Fund
EquityThematic-Factor-based
Motilal Oswal BSE Quality Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.28
1.19
NAV
₹12.26
₹16.07
Fund Started
10 Feb 2025
29 Jul 2022
Fund Size
₹591.99 Cr
₹54.12 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
3.26%
-4.56%
3 Year
-
10.21%
5 Year
-
-
Equity
98.57%
99.98%
Cash
1.42%
0.02%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.30% |
ICICI Bank Ltd. | 6.10% |
Kotak Mahindra Bank Ltd. | 4.25% |
Dixon Technologies (India) Ltd. | 3.78% |
Sun Pharmaceutical Industries Ltd. | 3.44% |
Bajaj Finance Ltd. | 3.23% |
TVS Motor Company Ltd. | 3.20% |
Affle 3I Ltd. | 3.12% |
Torrent Pharmaceuticals Ltd. | 2.93% |
Eternal Ltd. | 2.92% |
Name | Assets |
|---|---|
ITC Ltd. | 5.29% |
Hero Motocorp Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 5.17% |
Hindustan Unilever Ltd. | 5.07% |
Infosys Ltd. | 5.03% |
Dixon Technologies (India) Ltd. | 4.98% |
Britannia Industries Ltd. | 4.94% |
Nestle India Ltd. | 4.93% |
HDFC Asset Management Company Ltd. | 4.93% |
Marico Ltd. | 4.89% |
Name
-
-
Start Date
-
-
Description
The scheme seeks 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.
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Launch Date
10 Feb 2025
29 Jul 2022
