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Login Open ICICI 3-in-1 Account

Nov 07, 2025


Category

Equity

AUM (Cr.)

168.70

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.66

Sharpe Ratio

20.48

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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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) 3.16 22.05 0 0 0 20.11
Benchmark - Nifty 500 TRI 1.73 10.66 -2.38 16.19 21.73 0
Category Average - BEST EQUITY PERFORMERS 0.74 8.7 2.28 18.54 21.48 12.29
Category Rank 9/10 4/10 5/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant BFSI Fund - Regular (IDCW) 18.7929 2.24 18.29 0.00 0.00 655.17 2.32 5,000.00 invest
Quant BFSI Fund - Regular (G) 18.7943 2.24 18.29 0.00 0.00 655.17 2.32 5,000.00 invest
Quant Quantamental Fund (G) 23.0743 1.86 -1.14 19.82 0.00 1,689.61 2.07 5,000.00 invest
Quant Quantamental Fund (IDCW) 23.1010 1.86 -1.15 19.84 0.00 1,689.61 2.07 5,000.00 invest
Kotak Pioneer Fund - Regular (G) 32.1870 -1.31 6.89 22.58 22.04 3,148.09 1.84 100.00 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
Net CA & Others-Net CA & Others Sep 30, 2025 25.20 14.94 634.71
Equity-Muthoot Finance Sep 30, 2025 11.81 7.00 163.91
Equity-Ola Electric Sep 30, 2025 9.64 5.72 0.00
Equity-Bharat Electron Sep 30, 2025 7.04 4.17 147.35
Equity-Eternal Ltd Sep 30, 2025 6.83 4.05 29.82
Equity-Waaree Energies Sep 30, 2025 6.70 3.97 47.26
Equity-Siemens Ener.Ind Sep 30, 2025 6.28 3.72 27.51
Equity-Amber Enterp. Sep 30, 2025 6.22 3.68 47.13
Equity-TVS Motor Co. Sep 30, 2025 5.93 3.52 0.00
Equity-Multi Comm. Exc. Sep 30, 2025 5.91 3.51 21.33

latest news

Motilal Oswal Mutual Fund announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 10 November 2025 as the record date...

Nov 05, 2025 10:41

Motilal Oswal Mutual Fund announces change in Exit Load Structure

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

Nov 01, 2025 11:48

Motilal Oswal Mutual Fund announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund management structure...

Oct 27, 2025 15:57

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Oct 11, 2025 11:00

Motilal Oswal Mutual Fund announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Aug 14, 2025 09:34

Motial Oswal MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

Motilal Oswal Mutual Fund has announced 12 August 2025 as the record date f...

Aug 13, 2025 10:37

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