Mutual Fund

Fund Card

Motilal Oswal Active Momentum Fund-Reg(G)

very highequity

11.04 -0.26(-2.26%) NAV as on 19 Mar 2026

-7.12 % 1 M

10.38 % 1 Y

NA 3 Y

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

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

Expenses Ratio :

2.67

As on 28 Feb, 2026

Age :

1 yrs 0 m

Since 17 03 ,2025

Exit Load :

AUM :

369.75 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

9.12

Min. Investment :

SIP 500 & Lumpsum 500

Scheme Benchmark :

NIFTY 500 - TRI

Fund Manager :

Ajay Khandelwal,Varun Sharma,Vishal Ashar

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026

Others 2.68 %

Equity 97.32 %

TOP HOLDINGS

State Bank Of India6.12 %

Bharat Electronics Ltd.5.23 %

Shriram Finance Ltd.4.84 %

Jain Resource Recycling Ltd.4.61 %

KEI Industries Ltd.4.45 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Finance - NBFC	11.78
Automobile Two & Three Wheelers	10.65
Cable	8.20
Bank - Public	6.12
Electric Equipment	5.81

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 17-Mar-2026)	9.94	11.17
Net Assets(Rs Crores) (as on 17-Mar-2026)	46.20	369.75
Scheme Returns(%)(Absolute)	-0.55	15.18
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	73/119	15/133

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 HighEquity11.04-0.26(-2.26%)NAV As on 19 Mar, 2026	17-Mar-2025Inception Date	369.75AUM In Cr.	10.38%1Y	NA%3Y	NA%5Y	10.32%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity63.27-1.91(-2.93%)NAV As on 19 Mar, 2026	18-Nov-2009Inception Date	1,510.76AUM In Cr.	15.08%1Y	28.24%3Y	23.93%5Y	11.95%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity34.26-0.82(-2.34%)NAV As on 19 Mar, 2026	30-Dec-2019Inception Date	6,085.65AUM In Cr.	15.51%1Y	27.11%3Y	24.84%5Y	21.89%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity237.742.89(1.23%)NAV As on 19 Mar, 2026	21-Feb-2000Inception Date	8,428.48AUM In Cr.	7.76%1Y	25.95%3Y	19.06%5Y	12.91%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity267.714.41(1.67%)NAV As on 19 Mar, 2026	16-Apr-2004Inception Date	4,046.80AUM In Cr.	17.26%1Y	23.40%3Y	17.93%5Y	16.17%Since Inception