Motilal Oswal Active Momentum Fund - Growth - Regular Plan

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  • (-0.44%)Nav, as on 02-07-2025

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  • Net Change on 02-07-2025

  • PersonalFN Rating

  • 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 11.07 28.80 32.40 1.60 28,204.24
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.94 35.30 31.41 1.77 6,863.66
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.92 29.93 30.81 1.82 6,588.71
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 2.86 17.97 20.09 1.93 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.19 36.33 31.74 1.79 5,581.82

Fund Holdings as on 31-May-2025

  • Net Receivables / (Payables)

  • Aegis Vopak Terminals Limited

  • Bharat Dynamics Limited

  • Onesource Specialty Pharma Limited

  • Shaily Engineering Plastics Limited

  • BSE Limited

  • Mazagon Dock Shipbuilders Limited

  • Solar Industries India Limited

  • Coforge Limited

  • Waaree Energies Limited

  • Hitachi Energy India Limited

  • Bharat Electronics Limited

  • Suzlon Energy Limited

  • Multi Commodity Exchange of India Limited

  • Prestige Estates Projects Limited

  • Coromandel International Limited

  • Divi's Laboratories Limited

  • KEI Industries Limited

  • Tata Motors Limited

  • Affle 3i Limited

  • Radico Khaitan Limited

  • Krishna Institute Of Medical Sciences Limited

  • Bajaj Holdings & Investment Limited

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Cholamandalam Financial Holdings Limited

  • InterGlobe Aviation Limited

  • Eternal Limited

  • Godfrey Phillips India Limited

  • Muthoot Finance Limited

  • GE Vernova T&D India Limited

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  • Electric Equipment

  • Miscellaneous

  • Defence

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Plastic Products

  • Finance - Others

  • Chemicals

  • Ship Building

  • IT - Software

  • Finance - Stock Broking

  • Construction - Real Estate

  • Fertilizers

  • Cable

  • Automobiles-Trucks/Lcv

  • BPO/ITeS

  • Breweries & Distilleries

  • Hospital & Healthcare Services

  • Bank - Private

  • Telecommunication - Service Provider

  • Finance - Investment

  • Airlines

  • e-Commerce

  • Cigarettes/Tobacco

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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 ₹73.03 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 ₹-0.05(-0.44%)yesterday to ₹11.1058.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), 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