loader2
Login Open ICICI 3-in-1 Account
Text Size
Text to Speech
Color Contrast
Pause Animations

Apr 17, 2026


Category Equity
AUM (Cr.) 330.45
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.67
Sharpe Ratio 4.18
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 Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Active Momentum Fund - Reg (G) 6.56 -1.78 20.47 0 0 17.41
Benchmark - Nifty 500 TRI 5.56 -2.83 6.49 16.45 14.35 0
Category Average - BEST EQUITY PERFORMERS 6.5 -1.72 9.26 18.68 15.6 9.52
Category Rank 4/10 4/10 2/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (IDCW) 77.9400 2.47 -11.42 2.08 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru FMCG Fund - (G) 421.6700 2.47 -11.42 2.07 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru MNC Fund (G) 29.0100 1.93 11.84 15.62 13.78 1,545.33 2.15 5,000.00 invest
ICICI Pru Energy Opportunities Fund - Reg (IDCW) 11.2700 1.90 18.63 0.00 0.00 8,795.59 1.75 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 25.1369 -1.58 34.50 17.97 7.99 290.83 2.45 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Active Momentum Fund - Reg (G) 6.56 -1.78 20.47 0 0 17.41
Benchmark - Nifty 500 TRI 5.56 -2.83 6.49 16.45 14.35 0
Category Average - BEST EQUITY PERFORMERS 6.5 -1.72 9.26 18.68 15.6 9.52
Category Rank 4/10 4/10 2/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (IDCW) 77.9400 2.47 -11.42 2.08 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru FMCG Fund - (G) 421.6700 2.47 -11.42 2.07 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru MNC Fund (G) 29.0100 1.93 11.84 15.62 13.78 1,545.33 2.15 5,000.00 invest
ICICI Pru Energy Opportunities Fund - Reg (IDCW) 11.2700 1.90 18.63 0.00 0.00 8,795.59 1.75 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 25.1369 -1.58 34.50 17.97 7.99 290.83 2.45 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-Jain Resource Mar 31, 2026 19.67 5.95 19.84
Equity-Bharat Electron Mar 31, 2026 17.42 5.27 -10.77
Equity-Piramal Finance. Mar 31, 2026 15.37 4.65 21.09
Equity-TVS Motor Co. Mar 31, 2026 14.54 4.40 5.05
Equity-Coal India Mar 31, 2026 14.54 4.40 0.00
Equity-Shriram Finance Mar 31, 2026 14.46 4.37 -14.50
Equity-Lupin Mar 31, 2026 13.18 3.99 0.00
Equity-Shaily Engineer. Mar 31, 2026 13.13 3.97 18.05
Equity-KEI Industries Mar 31, 2026 13.07 3.95 0.42
Equity-Multi Comm. Exc. Mar 31, 2026 12.94 3.91 -6.67

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