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Motilal Oswal Active Momentum Fund- Regular- Growth

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

₹ 221.9 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 9.79 16.07 19.27
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
12.4438
Last change
0.12 (0.9844%)
Fund Size (AUM)
₹ 221.9 Cr
Performance
24.25% (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 (%)
LG Electronics India Ltd. 5.57
MUTHOOT FINANCE LIMITED EQ 5.26
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 5.06
STATE BANK OF INDIA EQ NEW RE. 1/- 4.98
Jain Resource Recycling Limited 4.8
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- 4.66
MCX INDIA LIMITED EQ NEW RS. 10/- 4.62
ZOMATO LIMITED EQ 4.51
WEWORK INDIA MANAGEMENT PRIVATE LIMITED EQ 4.49
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 4.19

Sector Allocation

Sector Holdings (%)
Financial Services 26.1
Capital Goods 20.34
Automobile and Auto Components 9.6
Consumer Durables 8.02
Healthcare 6.57
Metals & Mining 4.8
Consumer Services 4.51
Services 4.49
Fast Moving Consumer Goods 4.18
Information Technology 3.02

Peer Comparison

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