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Motilal Oswal Active Momentum Fund- Regular- Growth

Category: Equity: Thematic-Active-Momentum Launch Date: 17-03-2025
AUM:

₹ 123.53 Cr

Expense Ratio

2.66%

Benchmark

NIFTY 500 TRI

ISIN

INF247L01ES9

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Ajay Khandelwal,Varun Sharma,Rakesh Shetty

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Active Momentum Fund- Regular- Growth - - -
NIFTY 500 TRI 0.01 15.98 20.93
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
11.3188
Last change
0.09 (0.758%)
Fund Size (AUM)
₹ 123.53 Cr
Performance
13.02% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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.

Fund Manager
Ajay Khandelwal,Varun Sharma,Rakesh Shetty
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
GE T&D INDIA LIMITED EQ NEW RS. 2/- 4.44
ZOMATO LIMITED EQ 4.26
K.P.R. MILL LIMITED EQ NEW FV Re. 1/- 4.25
PRESTIGE ESTATES PROJECTS LIMITED EQ 4.23
Siemens Energy India Limited 3.99
MCX INDIA LIMITED EQ NEW RS. 10/- 3.95
ASTER DM HEALTHCARE LIMITED EQ 3.89
Oswal Pumps Limited 3.77
WAAREE ENERGIES LIMITED EQ 3.68
BSE LIMITED EQ NEW FV RS. 2/- 3.64

Sector Allocation

Sector Holdings (%)
Capital Goods 35.54
Financial Services 17.16
Healthcare 12.56
Chemicals 5.35
Consumer Services 4.26
Textiles 4.25
Realty 4.23
Consumer Durables 3.42
Oil, Gas & Consumable Fuels 3.38
Automobile and Auto Components 3.07

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Active Momentum Fund Reg Gr 0.0
Samco Active Momentum Fund Reg Gr 0.0
Quant Momentum Fund Reg Gr 0.0