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Motilal Oswal Active Momentum Fund-Reg(G)

very highequity
13.99 0.21(1.53%) NAV as on 19 Jun 2026
13.19 % 1 M
30.02 % 1 Y
NA 3 Y

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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 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 :

2.47

As on 31 May, 2026
age-icon Age :

1 yrs 3 m

Since 17 03 ,2025
exit_load Exit Load :

1%

aum AUM :

469.06 Crs

lock_in Lock-in :

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

investing_style Investing Style :

Mid Growth

Portfolio_book_value Portfolio Price To Book Value :

16.46

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 May 31 ,2026
Others 4.30 %
Equity 95.70 %

TOP HOLDINGS

Sterlite Technologies Ltd.8.30 %
Aditya Infotech Ltd.6.16 %
Onesource Specialty Pharma Ltd.5.66 %
Shaily Engineering Plastics Ltd.4.50 %
Suzlon Energy Ltd.4.09 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Electric Equipment14.73
Cable11.94
Pharmaceuticals & Drugs9.02
Trading8.35
Plastic Products7.72
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 HighEquity13.990.21(1.53%)NAV As on 19 Jun, 202617-Mar-2025Inception Date469.06AUM In Cr.30.02%1YNA%3YNA%5Y30.61%Since Inception