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Fund Overview

Motilal Oswal Active Momentum Fund - Reg (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

10.92

Inception Date

17-03-2025

Category

Equity - Diversified
Investment Objectives

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments by investing through a Momentum factor-based approach for stock selection. However, there can be no assurance that the investment objective of the scheme will be realized.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Motilal Oswal Active Momentum Fund - Reg (G) 10.98 NA NA NA NA NA 9.21
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 0.00 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 0.63 Lakh

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Key Parameters
AUM(₹ Cr.) 124
Type OPEN ENDED
Entry Load
Minimum investment(₹) 500
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Ajay Khandelwal
Exit
Incrimental Invest(₹) 500
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 07 25 )
Company Asset No.of shares Value (₹ in Cr)
GE Vernova T&D Equity 20110 5.48
Eternal Ltd Equity 170930 5.26
K P R Mill Ltd Equity 46104 5.26
Prestige Estates Equity 32154 5.23
Siemens Ener.Ind Equity 15207 4.92
Multi Comm. Exc. Equity 6336 4.87
Aster DM Health. Equity 79414 4.80
Oswal Pumps Equity 62740 4.66
Waaree Energies Equity 15203 4.55
BSE Equity 18500 4.49
Muthoot Finance Equity 17130 4.47
Amber Enterp. Equity 5305 4.22
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Motilal Oswal Active Momentum Fund 105.07 NA NA NA 9.21 17-Mar-2025 2.5861 4.91
Motilal Oswal Multi Cap Fund 3,991.40 20.59 NA NA 29.17 18-Jun-2024 0.9997 6.59
Invesco India Midcap Fund 7,405.92 15.82 27.84 28.67 17.04 19-Apr-2007 1.4844 4.74
Motilal Oswal Large Cap Fund 2,533.92 14.01 NA NA 23.33 06-Feb-2024 1.4549 3.79
Helios Financial Services Fund 187.55 14.00 NA NA 11.70 24-Jun-2024 0.6246 4.19
Invesco India Large & Mid Cap Fund 7,886.66 13.45 25.21 24.30 13.66 09-Aug-2007 1.4521 4.37
WhiteOak Capital Special Opportunities Fund 1,041.66 12.15 NA NA 22.95 04-Jun-2024 0.6341 5.21
Sundaram Services Fund 4,428.77 11.85 18.39 24.87 19.63 21-Sep-2018 1.2824 3.75
Bandhan Financial Services Fund 1,085.82 11.81 NA NA 19.90 28-Jul-2023 1.2496 3.78
Motilal Oswal Large and Midcap Fund 11,816.30 11.26 27.78 28.31 22.97 17-Oct-2019 1.3875 5.37
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