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Fund Overview

Motilal Oswal Active Momentum Fund - Reg (G)

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

Nav (₹)

10.96

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) NA NA NA NA NA NA 9.63
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 1.10 Lakh

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Key Parameters
AUM(₹ Cr.) 53
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 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
Mazagon Dock Equity 6522 1.99
Multi Comm. Exc. Equity 3220 1.97
Bharat Dynamics Equity 12896 1.97
Coromandel Inter Equity 8697 1.93
Bharti Airtel Equity 9966 1.86
Radico Khaitan Equity 7527 1.85
Chola Financial Equity 9856 1.84
ICICI Bank Equity 12768 1.82
Krishna Institu. Equity 27679 1.82
Bharat Electron Equity 57642 1.81
Interglobe Aviat Equity 3446 1.81
BSE Equity 2839 1.81
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 53.12 NA NA NA 9.63 17-Mar-2025 0 NA
HDFC Defence Fund 5,487.27 32.15 NA NA 59.63 02-Jun-2023 1.2293 9.06
Motilal Oswal Small Cap Fund 4,331.97 25.92 NA NA 25.14 26-Dec-2023 0.5901 5.78
Sundaram Services Fund 3,998.33 24.88 20.50 26.73 20.20 21-Sep-2018 0.7985 3.95
Motilal Oswal Large Cap Fund 2,149.71 24.64 NA NA 25.77 06-Feb-2024 1.2678 4.05
Bandhan Innovation Fund 1,434.07 24.54 NA NA 22.24 30-Apr-2024 0.4991 6.38
Bandhan Small Cap Fund 10,244.10 24.50 32.31 36.01 33.55 25-Feb-2020 1.0163 5.28
Motilal Oswal Large and Midcap Fund 9,176.39 24.45 31.42 30.45 24.00 17-Oct-2019 0.9334 5.37
Invesco India Midcap Fund 6,046.97 24.07 29.21 30.15 17.02 19-Apr-2007 0.9553 4.89
WhiteOak Capital Special Opportunities Fund 846.37 22.67 NA NA 26.47 04-Jun-2024 0.1316 5.42
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