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Motilal Oswal Mutual Fund · Equity: Thematic-Active-Momentum
Motilal Oswal Active Momentum Fund- Regular- Growth
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.
EquityBenchmark · NIFTY 500 TRITER · 2.47%Inception · 17-03-2025
NAV
₹12.75
+1.19% · as of 14-05-2026
Since inception
23.44%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹4 Cr
AUM
Expense ratio
2.47%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +23.44% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
Jain Resource Recycling Limited5.95%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-5.27%
Piramal Finance Limited4.65%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-4.40%
COAL INDIA LTD EQ4.40%
Shriram Finance Limited4.37%
LUPIN LIMITED EQ NEW F.V. RS.2/-3.99%
Shaily Engineering Plastics Limited3.97%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-3.95%
Multi Commodity Exchange of India Ltd3.91%
Sector allocation
Capital Goods25.18%
Financial Services23.72%
Automobile and Auto Components14.30%
Metals & Mining9.15%
Healthcare7.27%
Oil, Gas & Consumable Fuels4.40%
Information Technology4.08%
Chemicals3.05%
Construction2.98%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 23.4% p.a.₹10,000
10 years
Projected value
₹47,96,646
Invested: ₹12,00,000
Gained: ₹35,96,646
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ajay Khandelwal, Mr. Varun Sharma, Mr. Vishal Ashar, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153365
ISIN (Growth)
INF247L01ES9
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Active-Momentum funds
Nippon India Active Momentum Fund Reg Plan Gr
₹11.99
1Y
+6.6%
3Y
+0.0%
5Y
+0.0%
Union Active Momentum Fund Reg Gr
₹8.90
1Y
+6.0%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Active Momentum Fund Gr
₹10.65
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Kotak Active Momentum Fund Reg Plan Gr
₹10.31
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Samco Active Momentum Fund Reg Gr
₹13.26
1Y
-1.6%
3Y
+0.0%
5Y
+0.0%
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