loader2
NRI
  • Mutual Fund
  • Motilal Oswal Active Momentum Fund - Reg (G)

Apr 17, 2025

Category

Equity

AUM (Cr.)

46.20

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.66

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Mar 17, 2025

Risk Level

Very High

Investment 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.

Invest Now
Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Active Momentum Fund - Reg (G) -1.2 0 0 0 0 -1.2
Benchmark - Nifty 500 TRI 6.88 -6.94 7.19 13.84 24.51 0
Category Average - BEST EQUITY PERFORMERS 6.2 -9.2 7.39 15.99 24.79 10.4
Category Rank 8/10 6/10 7/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Taurus Banking & Financial Services Fund (IDCW) 46.9400 2.40 12.57 15.20 20.90 11.11 2.31 500.00 invest
Taurus Banking & Financial Services Fund (G) 52.4300 2.38 12.53 15.19 20.90 11.11 2.31 500.00 invest
Sundaram Fin Serv Opportunities (IDCW) 31.5054 2.38 14.72 19.83 25.06 1,415.22 2.17 100.00 invest
Sundaram Fin Serv Opportunities (G) 101.6268 2.38 14.55 19.72 25.00 1,415.22 2.17 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 30.6971 -0.76 2.52 8.60 13.80 670.53 2.39 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Radico Khaitan Mar 31, 2025 1.59 3.44 0.00
Equity-OneSource Speci. Mar 31, 2025 1.58 3.42 0.00
Equity-Amber Enterp. Mar 31, 2025 1.55 3.35 0.00
Equity-Affle India Mar 31, 2025 1.54 3.33 0.00
Equity-Interglobe Aviat Mar 31, 2025 1.53 3.32 0.00
Equity-Krishna Institu. Mar 31, 2025 1.53 3.31 0.00
Equity-Muthoot Finance Mar 31, 2025 1.52 3.30 0.00
Equity-Suven Pharma Mar 31, 2025 1.52 3.29 0.00
Equity-Persistent Sys Mar 31, 2025 1.51 3.27 0.00
Equity-Welspun Corp Mar 31, 2025 1.51 3.26 0.00

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Ranjit Sawant has been app...

Apr 11, 2025 12:07

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Mar 21, 2025 10:32

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 12, 2025 11:54

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 06, 2025 13:16

Motilal Oswal MF launches Active Momentum Fund

Motilal Oswal Mutual Fund has announced the launch of its new open-ended eq...

Mar 04, 2025 13:26

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Feb 15, 2025 10:32

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Active Momentum Fund - Reg (G)
Contact Persone : Ajay Khandelwal
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com