Mutual Fund

Fund Card

Motilal Oswal Active Momentum Fund-Reg(G)

very highequity

12.29 0.00(0.02%) NAV as on 24 Apr 2026

12.52 % 1 M

22.79 % 1 Y

NA 3 Y

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

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

Expenses Ratio :

2.68

As on 31 Mar, 2026

Age :

1 yrs 1 m

Since 17 03 ,2025

Exit Load :

AUM :

330.45 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

10.66

Min. Investment :

SIP 500 & Lumpsum 500

Scheme Benchmark :

NIFTY 500 - TRI

Fund Manager :

Ajay Khandelwal,Varun Sharma,Vishal Ashar

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2026

Others 5.85 %

Equity 94.15 %

TOP HOLDINGS

Jain Resource Recycling Ltd.5.95 %

Bharat Electronics Ltd.5.27 %

Piramal Finance Ltd.4.65 %

TVS Motor Company Ltd.4.40 %

Coal India Ltd.4.40 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Defence	11.48
Automobile Two & Three Wheelers	11.45
Finance - NBFC	8.07
Pharmaceuticals & Drugs	7.27
Metal - Non Ferrous	5.95

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 31-Mar-2026)	9.94	10.68
Net Assets(Rs Crores) (as on 31-Mar-2026)	46.20	330.45
Scheme Returns(%)(Absolute)	-0.55	10.08
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	73/119	11/133

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 HighEquity12.290.00(0.02%)NAV As on 24 Apr, 2026	17-Mar-2025Inception Date	330.45AUM In Cr.	22.79%1Y	NA%3Y	NA%5Y	20.54%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.22-0.50(-0.73%)NAV As on 24 Apr, 2026	18-Nov-2009Inception Date	1,334.55AUM In Cr.	13.91%1Y	29.96%3Y	26.32%5Y	12.39%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity247.61-2.41(-0.96%)NAV As on 24 Apr, 2026	21-Feb-2000Inception Date	7,577.93AUM In Cr.	3.79%1Y	26.57%3Y	20.15%5Y	13.04%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity31.98-0.07(-0.22%)NAV As on 24 Apr, 2026	31-Oct-2019Inception Date	3,082.81AUM In Cr.	12.26%1Y	21.91%3Y	16.00%5Y	19.64%Since Inception