Submit
logo

Motilal Oswal Active Momentum Fund- Regular- Growth

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

₹ 140.23 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 -1.2 16.5 20.88
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
11.6233
Last change
0.07 (0.5816%)
Fund Size (AUM)
₹ 140.23 Cr
Performance
16.06% (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 (%)
WAAREE ENERGIES LIMITED EQ 4.87
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 4.49
Siemens Energy India Limited 4.39
Oswal Pumps Limited 4.27
ZOMATO LIMITED EQ 4.17
Shaily Engineering Plastics Limited 4.06
AMBER ENTERPRISES INDIA LIMITED EQ 3.97
MUTHOOT FINANCE LIMITED EQ 3.92
GE T&D INDIA LIMITED EQ NEW RS. 2/- 3.76
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- 3.7

Sector Allocation

Sector Holdings (%)
Capital Goods 38.89
Financial Services 15.44
Healthcare 9.83
Services 6.67
Automobile and Auto Components 6.24
Consumer Services 4.17
Consumer Durables 3.97
Chemicals 3.76
Fast Moving Consumer Goods 3.7
Realty 3.43

Peer Comparison

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