NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Nippon India Active Momentum Fund - Direct (G)	Aditya Birla SL Business Cycle Fund - Dir (G)
Fund Type	Equity	Equity
Risk	Very High	Very High
Min SIP Amount	₹100	₹10
Min Lumpsum	₹500	₹500
Expense Ratio	1.29%	1.56%
NAV	₹13.23 (11 Nov 2026)	₹17.34 (09 Nov 2026)
Fund Size	₹606.49 Cr	₹1,707.85 Cr
Fund Started	28 Feb 2025	03 Dec 2021
Lock-in Period	No lock-in	No lock-in
Exit Load	1%If redeemed or switched out on or before completion of 1 year from the date of allotment of units NilThereafter

Returns	Nippon India Active Momentum Fund - Direct (G)	Aditya Birla SL Business Cycle Fund - Dir (G)
1M	5.68%	5.99%
3M	-2.15%	-0.34%
6M	6.06%	7.90%
1Y	9.63%	7.10%
3Y	—	13.93%
5Y	—	—
Since Inception	17.32%	11.79%

Trailing risk-adjusted performance measures

Risk Ratio	Nippon India Active Momentum Fund - Direct (G)	Aditya Birla SL Business Cycle Fund - Dir (G)
Alpha	5.58	7.24
Beta	0.98	1.01
Sharpe	0.48	0.49
Standard Deviation	4.69	4.43

Holding Analysis	Nippon India Active Momentum Fund - Direct (G)	Aditya Birla SL Business Cycle Fund - Dir (G)
Top 5 Holdings	26.29%	16.79%
Top 10 Holdings	41.48%	30.01%
Portfolio Turnover	1.19	0.78
Equity	92.34%	97.55%
Debt	2.54%	0.77%
Cash	—	—

Name	Assets
ICICI Bank LtdEquity

Fund Manager	Nippon India Active Momentum Fund - Direct (G)	Aditya Birla SL Business Cycle Fund - Dir (G)
Name	, ,

About	Nippon India Active Momentum Fund - Direct (G)	Aditya Birla SL Business Cycle Fund - Dir (G)
AMC	Nippon India Mutual Fund	Aditya Birla Sun Life Mutual Fund
Scheme Category	Thematic Fund	Thematic Fund
Benchmark	Nifty 500 TRI	BSE 500 TRI
Launch Date	10 Feb 2025	15 Nov 2021