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Motilal Oswal Active Momentum Fund-Reg(G)

very highequity
12.47 0.05(0.41%) NAV as on 05 May 2026
14.74 % 1 M
25.14 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
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  • 6M
  • 1Y
  • 3Y
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  • 10Y
  • max

FUND OBJECTIVE

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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.68

As on 31 Mar, 2026
age-icon Age :

1 yrs 1 m

Since 17 03 ,2025
exit_load Exit Load :

1%

aum AUM :

330.45 Crs

lock_in Lock-in :

1% on or before 90D, Nil after 90D

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

10.66

Min_Investment Min. Investment :

SIP 500 & Lumpsum 500

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Ajay Khandelwal,Varun Sharma,Vishal Ashar

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2026
Others 5.85 %
Equity 94.15 %

TOP HOLDINGS

Jain Resource Recycling Ltd.5.95 %
Bharat Electronics Ltd.5.27 %
Piramal Finance Ltd.4.65 %
TVS Motor Company Ltd.4.40 %
Coal India Ltd.4.40 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Defence11.48
Automobile Two & Three Wheelers11.45
Finance - NBFC8.07
Pharmaceuticals & Drugs7.27
Metal - Non Ferrous5.95
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.9410.68
Net Assets(Rs Crores) (as on 31-Mar-2026) 46.20 330.45
Scheme Returns(%)(Absolute)-0.5510.08
B'mark Returns(%)(Absolute)NANA
Category Rank73/11911/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Active Momentum Fund-Reg(G)Very HighEquity12.470.05(0.41%)NAV As on 05 May, 202617-Mar-2025Inception Date330.45AUM In Cr.25.14%1YNA%3YNA%5Y21.48%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity67.680.08(0.12%)NAV As on 05 May, 202618-Nov-2009Inception Date1,334.55AUM In Cr.11.81%1Y28.13%3Y24.86%5Y12.31%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity249.132.61(1.06%)NAV As on 05 May, 202621-Feb-2000Inception Date7,577.93AUM In Cr.5.46%1Y25.80%3Y20.29%5Y13.05%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity274.13-0.25(-0.09%)NAV As on 05 May, 202616-Apr-2004Inception Date3,810.93AUM In Cr.11.87%1Y21.09%3Y19.47%5Y16.19%Since Inception