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Motilal Oswal Active Momentum Fund - Regular- IDCW

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

₹ 168.7 Cr

Expense Ratio

2.66%

Benchmark

NIFTY 500 TRI

ISIN

INF247L01ET7

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- IDCW - - -
NIFTY 500 TRI 5.01 17.04 20.56
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
12.22
Last change
0.04 (0.3592%)
Fund Size (AUM)
₹ 168.7 Cr
Performance
22.02% (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 (%)
Net Receivables / (Payables) 14.94
MUTHOOT FINANCE LIMITED EQ 7.0
Ola Electric Mobility Ltd 5.72
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 4.17
ZOMATO LIMITED EQ 4.05
WAAREE ENERGIES LIMITED EQ 3.97
Siemens Energy India Limited 3.72
AMBER ENTERPRISES INDIA LIMITED EQ 3.68
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 3.52
MCX INDIA LIMITED EQ NEW RS. 10/- 3.51

Sector Allocation

Sector Holdings (%)
Capital Goods 33.76
Financial Services 17.44
Automobile and Auto Components 12.02
Healthcare 5.82
Consumer Services 4.05
Consumer Durables 3.68
Fast Moving Consumer Goods 3.12
Metals & Mining 2.92
Chemicals 2.26

Peer Comparison

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