Compare Nippon India Active Momentum Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹100
₹150
Expense Ratio
2.14
1.6
NAV
₹13.02
₹18.26
Fund Started
10 Feb 2025
04 Oct 2022
Fund Size
₹459.92 Cr
₹1201.66 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
9.41%
-1.45%
3 Year
-
17.37%
5 Year
-
-
Equity
96.87%
100.02%
Cash
3.11%
-0.02%
Top 10 Holdings
HDFC Bank Ltd. | 7.72% |
ICICI Bank Ltd. | 6.06% |
GE Vernova T&D India Ltd | 3.49% |
Bajaj Finance Ltd. | 3.37% |
State Bank of India | 3.14% |
Eternal Ltd. | 3.11% |
Mahindra & Mahindra Ltd. | 3.06% |
Trent Ltd. | 2.63% |
Multi Commodity Exchange Of India Ltd. | 2.59% |
Hindustan Aeronautics Ltd. | 2.58% |
Laurus Labs Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 4.99% |
BSE Ltd. | 4.93% |
GE Vernova T&D India Ltd | 4.85% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.31% |
Bharat Forge Ltd. | 4.21% |
Hitachi Energy India Ltd. | 3.87% |
Polycab India Ltd. | 3.62% |
National Aluminium Company Ltd. | 3.08% |
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 is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
10 Feb 2025
04 Oct 2022
