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NFO Monitor

Fund Fact

Name of Funds:

Nippon India Active Momentum

Opening:

10th February 2025

Closing:

24th February 2025

Minimum Investment:

Rs.500 & in multiples of Re. 1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/ switched-out on or before 1 year from the date of allotment.

Fund Stats

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.

Benchmark:

NIFTY 500

Fund Manager:

Ashutosh Bhargava, Kinjal Desai

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Samco Active Momentum Fund	-5.12(6M)	13.17(1Y)
Union Active Momentum Fund	-20.10(3M)	Not Available

Fund Prognosis

Idea Distiller

A fund following the newly popular factor investment method. Not much to go on apart from the fact that its different.

Fund House AAUM:
Rs 57367368.58 Lakhs (as on 31st December 2024)
Fund Manager:
Combined experience of above 19 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The newness of the investment strategy makes it oomphy but if it converts to higher returns or lower risks remain to be seen.

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