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Motilal Oswal Active Momentum Fund-Reg(G)

very highequity
13.34 -0.03(-0.19%) NAV as on 24 Jul 2026
-2.24 % 1 M
19.24 % 1 Y
NA 3 Y

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

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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 :

3.54

As on 30 Jun, 2026
age-icon Age :

1 yrs 4 m

Since 17 03 ,2025
exit_load Exit Load :

1%

aum AUM :

756.31 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 :

14.55

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 Jun 30 ,2026
Others 4.51 %
Equity 95.49 %

TOP HOLDINGS

OLA Electric Mobility Ltd.6.46 %
Interglobe Aviation Ltd.6.13 %
Sterlite Technologies Ltd.5.89 %
Garware Hi-Tech Films Ltd.4.98 %
Aditya Infotech Ltd.4.80 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Electric Equipment12.44
Cable9.27
Plastic Products8.04
Chemicals7.94
Trading6.77
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 HighEquity13.34-0.03(-0.19%)NAV As on 27 Jul, 202617-Mar-2025Inception Date756.31AUM In Cr.19.24%1YNA%3YNA%5Y23.74%Since Inception