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Motilal Oswal Active Momentum Fund-Reg(G)

very highequity
14.46 -0.23(-1.57%) NAV as on 08 Oct 2026
-1.27 % 1 M
24.79 % 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 :

3.31

As on 30 Sep, 2026
age-icon Age :

1 yrs 6 m

Since 17 03 ,2025
exit_load Exit Load :

1%

aum AUM :

1,364.10 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 :

11.09

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 Sep 30 ,2026
Others 8.96 %
Equity 91.04 %

TOP HOLDINGS

Diamond Power Infrastructure L...6.36 %
Sky Gold and Diamonds Ltd.5.40 %
MTAR Technologies Ltd.5.13 %
Sterlite Technologies Ltd.4.85 %
Kalyan Jewellers India Ltd.4.70 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Diamond & Jewellery17.22
Cable11.21
Trading7.42
Plastic Products7.10
IT - Software5.34
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 HighEquity14.46-0.23(-1.57%)NAV As on 08 Oct, 202617-Mar-2025Inception Date1,364.10AUM In Cr.24.79%1YNA%3YNA%5Y26.65%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity252.79-6.73(-2.59%)NAV As on 08 Oct, 202621-Feb-2000Inception Date9,577.36AUM In Cr.-1.74%1Y17.22%3Y15.19%5Y12.89%Since Inception