Motilal Oswal Active Momentum Fund - Regular- IDCW
Category: Equity: Thematic-Others
Launch Date: 17-03-2025
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.66% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 98.38 Cr As on ( 30-06-2025)
Turn over:
NAV as on 18-07-2025
11.0616
-0.09 ( -0.829% )
CAGR Since Inception
10.45%
NIFTY 500 TRI 12.54%
Performance of Motilal Oswal Active Momentum Fund - Regular- IDCW
Fund Managers

Ajay Khandelwal,Varun Sharma,Rakesh Shetty

Investment Objective

The scheme seeks 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.

Returns Calculator for Motilal Oswal Active Momentum Fund - Regular- IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Active Momentum Fund - Regular- IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Active Momentum Fund - Regular- IDCW - - - - - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Active Momentum Fund Reg IDCW 17-03-2025 0.0 0.0 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 11.98 21.03 21.91 26.21 0.0
ICICI Pru India Opportunities Cum 05-01-2019 6.76 24.92 26.4 31.49 0.0
ICICI Pru Exports & Services Gr 01-11-2005 6.01 23.82 23.01 25.2 13.38
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 2.95 21.61 20.76 0.0 0.0
Franklin India Opportunities Gr 05-02-2000 2.19 32.37 32.83 30.46 15.68
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 2.05 17.01 17.89 21.53 0.0
SBI COMMA Fund Reg PLAN Gr 05-08-2005 1.97 23.23 20.14 23.4 15.23
HDFC Defence Fund Gr 02-06-2023 1.72 50.35 0.0 0.0 0.0
ICICI Pru Commodities Gr 05-10-2019 -0.82 20.37 23.44 34.45 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Active Momentum Fund - Regular- IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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