HealthyDirect · Growth
Nippon India Active Momentum Fund
Nippon India Mutual FundEquity Schemes - Thematic Fund1.5 years
- NAV
- 12.7565
- 15 Sept 2026
- 1Y
- +8.1%
- Trailing CAGR
- AUM
- ₹504.94 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+8.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+17.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+9.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +17.3%
- Calendar-day CAGR
- Excess 1Y
- +5.9%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 28 recovered episodes
- Longest recovery
- 45 days
- Trough to prior peak
- Current spell
- 21 days
- Days below latest peak
- Time below peak
- +83%
- NAV observations
26 Feb 2026 – 7 May 2026
Trough 23 Mar 2026 · recovered in 45 days
-12.6%
24 Mar 2025 – 17 Apr 2025
Trough 7 Apr 2025 · recovered in 10 days
-7.6%
5 Jan 2026 – 9 Feb 2026
Trough 23 Jan 2026 · recovered in 17 days
-5.7%
25 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-5.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
40
Vs category
87
Consistency
100
Risk-adjusted
65
Drawdown
68
Mean
72
Portfolio
31 Aug 2026 · 42 holdings · top 10 are 37.6%.
- Top 5
- 23.8%
- Top 10
- 37.6%
- Largest holding
- 7.0%
- Effective holdings
- 34.1
ICICI Bank Ltd
Financial
7.0%
HDFC Bank Ltd
Financial
5.6%
Bajaj Finance Ltd
Financial
3.7%
Repo
Unspecified
3.4%
Mahindra & Mahindra Ltd
Consumer Discretionary
3.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mirae Asset Great Consumer Fund
Mirae Asset Mutual Fund
- 1Y
- -6.3%
- 3Y
- +10.0%
- Vol
- 14.5%
- Max DD
- -35.5%
- Sharpe
- 0.78
- 3Y win
- +70%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
WhiteOak Capital Special Opportunities Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 14.7%
- Max DD
- -17.0%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Lower volatility
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns