Mutual Fund

Fund Card

Motilal Oswal Active Momentum Fund-Reg(G)

very highequity

10.68 0.00(-0.01%) NAV as on 31 Mar 2026

-9.77 % 1 M

7.35 % 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 :

2.67

As on 28 Feb, 2026

Age :

1 yrs 0 m

Since 17 03 ,2025

Exit Load :

AUM :

369.75 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

9.12

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 Feb 28 ,2026

Others 2.68 %

Equity 97.32 %

TOP HOLDINGS

State Bank Of India6.12 %

Bharat Electronics Ltd.5.23 %

Shriram Finance Ltd.4.84 %

Jain Resource Recycling Ltd.4.61 %

KEI Industries Ltd.4.45 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Finance - NBFC	11.78
Automobile Two & Three Wheelers	10.65
Cable	8.20
Bank - Public	6.12
Electric Equipment	5.81

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 30-Mar-2026)	9.94	10.68
Net Assets(Rs Crores) (as on 30-Mar-2026)	46.20	369.75
Scheme Returns(%)(Absolute)	-0.55	10.09
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	73/119	17/133

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 HighEquity10.680.00(-0.01%)NAV As on 31 Mar, 2026	17-Mar-2025Inception Date	369.75AUM In Cr.	7.35%1Y	NA%3Y	NA%5Y	6.49%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity59.930.00(0.00%)NAV As on 31 Mar, 2026	18-Nov-2009Inception Date	1,510.76AUM In Cr.	4.21%1Y	25.94%3Y	22.72%5Y	11.55%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity32.970.00(0.00%)NAV As on 31 Mar, 2026	30-Dec-2019Inception Date	6,085.65AUM In Cr.	6.63%1Y	25.90%3Y	24.13%5Y	21.01%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity223.550.39(0.17%)NAV As on 31 Mar, 2026	21-Feb-2000Inception Date	8,428.48AUM In Cr.	-1.55%1Y	22.67%3Y	17.60%5Y	12.63%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity249.99-0.01(0.00%)NAV As on 31 Mar, 2026	16-Apr-2004Inception Date	4,046.80AUM In Cr.	8.51%1Y	20.74%3Y	16.74%5Y	15.78%Since Inception