Mutual Fund
more from Mutual Fund
HomeMarketsMutual Fund MF UpdatesFund Card

Fund Card

GO

Motilal Oswal Active Momentum Fund-Reg(G)

very highequity
14.69 0.05(0.32%) NAV as on 07 Oct 2026
1.51 % 1 M
26.2 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND 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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

3.31

As on 30 Sep, 2026
age-icon Age :

1 yrs 6 m

Since 17 03 ,2025
exit_load Exit Load :

1%

aum AUM :

1,154.95 Crs

lock_in Lock-in :

1% on or before 90D, Nil after 90D

investing_style Investing Style :

Mid Growth

Portfolio_book_value Portfolio Price To Book Value :

11.42

Min_Investment Min. Investment :

SIP 500 & Lumpsum 500

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Ajay Khandelwal,Varun Sharma,Vishal Ashar

LATEST ASSET & PORTFOLIO ALLOCATION

as on Aug 31 ,2026
Others 3.54 %
Equity 96.46 %

TOP HOLDINGS

Diamond Power Infrastructure L...7.37 %
Sky Gold and Diamonds Ltd.6.35 %
Kalyan Jewellers India Ltd.6.03 %
One97 Communications Ltd.5.56 %
MTAR Technologies Ltd.5.48 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Diamond & Jewellery15.72
Cable11.95
Plastic Products8.23
Trading7.89
Fintech5.56
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.9410.68
Net Assets(Rs Crores) (as on 31-Mar-2026) 46.20 330.45
Scheme Returns(%)(Absolute)-0.5510.08
B'mark Returns(%)(Absolute)NANA
Category Rank73/11911/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Active Momentum Fund-Reg(G)Very HighEquity14.690.05(0.32%)NAV As on 07 Oct, 202617-Mar-2025Inception Date1,154.95AUM In Cr.26.20%1YNA%3YNA%5Y28.00%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity259.52-0.87(-0.34%)NAV As on 07 Oct, 202621-Feb-2000Inception Date9,717.42AUM In Cr.0.61%1Y18.27%3Y15.97%5Y13.00%Since Inception
Union Innovation & Opp Fund-Reg(G)Very HighEquity15.71-0.02(-0.13%)NAV As on 07 Oct, 202606-Sep-2023Inception Date1,344.41AUM In Cr.6.58%1Y16.41%3YNA%5Y15.75%Since Inception