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Sep 18, 2026


Category
AUM (Cr.) 1,154.95
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.39
Sharpe Ratio 11.17
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.

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Active Momentum Fund - Reg (G) 2.18 28.62 25.67 0 0 28.11
Benchmark - Nifty 500 TRI -2.66 4.89 -2 10.1 9.83 0
Category Average -2.01 10.81 3.38 13.44 12.44 10.2
Category Rank 3/2 1/2 1/2 1/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 35.1910 5.03 115.09 59.23 0.00 1,128.29 2.60 500.00 invest
Nippon India Taiwan Equity Fund (G) 35.1910 5.03 115.09 59.23 0.00 1,128.29 2.60 500.00 invest
Samco Special Opportunities Fund - Regular (G) 9.2100 2.79 3.25 0.00 0.00 127.06 3.40 5,000.00 invest
Union Active Momentum Fund - Regular (G) 10.1100 2.43 17.15 0.00 0.00 535.78 3.87 1,000.00 invest
Nippon India Japan Equity Fund (IDCW) 27.9956 -1.24 25.88 19.05 8.60 352.54 2.41 5,000.00 invest

Asset Allocation

Asset Legend Asset 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-Diamond Power Aug 31, 2026 85.09 7.37 0.00
Equity-Sky Gold & Diam. Aug 31, 2026 73.31 6.35 0.00
Equity-Kalyan Jewellers Aug 31, 2026 69.69 6.03 0.00
Equity-One 97 Aug 31, 2026 64.20 5.56 0.00
Equity-MTAR Technologie Aug 31, 2026 63.28 5.48 0.00
Equity-Garware Hi Tech Aug 31, 2026 54.45 4.71 44.72
Equity-Cemindia Project Aug 31, 2026 53.94 4.67 0.00
Equity-Sterlite Tech. Aug 31, 2026 52.92 4.58 18.78
Equity-Redington Aug 31, 2026 50.03 4.33 0.00
Reverse Repo-TREPS Aug 31, 2026 48.92 4.24 175.76

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Active Momentum Fund - Reg (G)
Contact Person
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