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Open ICICI 3-in-1 Account

Mar 27, 2026

Category Equity
AUM (Cr.) 369.75
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.67
Sharpe Ratio 12.27
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

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Active Momentum Fund - Reg (G) -7.67 -2.28 9.86 0 0 8.98
Benchmark - Nifty 500 TRI -9.24 -7.2 -0.87 14.9 12.72 0
Category Average - BEST EQUITY PERFORMERS -8.23 -6.85 1.04 16.93 14.17 6.06
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.5110 1.78 6.92 19.89 14.94 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.5230 1.78 6.91 19.91 14.95 3,318.06 1.84 100.00 invest
Nippon India Taiwan Equity Fund (IDCW) 26.1530 0.26 153.82 48.43 0.00 519.50 2.42 500.00 invest
Nippon India Taiwan Equity Fund (G) 26.1530 0.26 153.82 48.43 0.00 519.50 2.42 500.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 34.5369 -3.75 3.26 16.48 8.60 703.22 2.38 100.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Active Momentum Fund - Reg (G) -7.67 -2.28 9.86 0 0 8.98
Benchmark - Nifty 500 TRI -9.24 -7.2 -0.87 14.9 12.72 0
Category Average - BEST EQUITY PERFORMERS -8.23 -6.85 1.04 16.93 14.17 6.06
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.5110 1.78 6.92 19.89 14.94 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.5230 1.78 6.91 19.91 14.95 3,318.06 1.84 100.00 invest
Nippon India Taiwan Equity Fund (IDCW) 26.1530 0.26 153.82 48.43 0.00 519.50 2.42 500.00 invest
Nippon India Taiwan Equity Fund (G) 26.1530 0.26 153.82 48.43 0.00 519.50 2.42 500.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 34.5369 -3.75 3.26 16.48 8.60 703.22 2.38 100.00 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-SBI Jan 31, 2026 21.80 6.05 80.43
Equity-Bharat Electron Jan 31, 2026 19.52 5.42 43.60
Reverse Repo-Reverse Repo Jan 31, 2026 18.04 5.01 -5.07
Equity-Muthoot Finance Jan 31, 2026 17.02 4.73 0.47
Equity-Shriram Finance Jan 31, 2026 16.91 4.69 2.39
Equity-Billionbrains Jan 31, 2026 16.55 4.60 39.18
Equity-Jain Resource Jan 31, 2026 16.41 4.56 26.18
Equity-Aditya Birla Cap Jan 31, 2026 15.54 4.31 25.16
Equity-Natl. Aluminium Jan 31, 2026 15.43 4.28 -21.61
Equity-One 97 Jan 31, 2026 15.23 4.23 7.67

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