Motilal Oswal Active Momentum Fund - Growth - Regular Plan

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  • (-1.09%)Nav, as on 30-04-2025

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  • Net Change on 30-04-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 13.25 23.69 34.05 1.63 25,696.42
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 0.54 22.19 31.17 1.86 6,161.56
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 9.11 29.70 32.05 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.80 13.30 20.87 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -6.51 28.87 32.66 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • Radico Khaitan Limited

  • Onesource Specialty Pharma Limited

  • Amber Enterprises India Limited

  • Affle (India) Limited

  • InterGlobe Aviation Limited

  • Krishna Institute Of Medical Sciences Limited

  • Muthoot Finance Limited

  • Suven Pharmaceuticals Limited

  • Persistent Systems Limited

  • Welspun Corp Limited

  • Doms Industries Limited

  • JSW Steel Limited

  • Kotak Mahindra Bank Limited

  • Coromandel International Limited

  • Bharti Airtel Limited

  • Cholamandalam Financial Holdings Limited

  • Bajaj Holdings & Investment Limited

  • Bharat Electronics Limited

  • ICICI Bank Limited

  • Mazagon Dock Shipbuilders Limited

  • Shaily Engineering Plastics Limited

  • Multi Commodity Exchange of India Limited

  • SRF Limited

  • Divi's Laboratories Limited

  • PG Electroplast Limited

  • Blue Star Limited

  • Bharat Dynamics Limited

  • Vijaya Diagnostic Centre Limited

  • The Indian Hotels Company Limited

  • Max Healthcare Institute Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Steel & Iron Products

  • Bank - Private

  • Air Conditioners

  • Defence

  • Breweries & Distilleries

  • BPO/ITeS

  • Airlines

  • IT - Software

  • Printing & Stationery

  • Telecommunication - Service Provider

  • Fertilizers

  • Finance - Investment

  • Plastic Products

  • Ship Building

  • Finance - Stock Broking

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Hotel, Resort & Restaurants

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Active Momentum Fund

Scheme Analysis

Motilal Oswal Active Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 17-Mar-2025 and currently has an AUM of ₹46.20 crore. Motilal Oswal Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Active Momentum Fund ended down ₹-0.11(-1.09%)yesterday to ₹9.8656.

Among its top 3 holdings the fund has exposure to Radico Khaitan Limited, and

The Motilal Oswal Active Momentum Fund is managed by Varun Sharma and Ajay Khandelwal.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161