Motilal Oswal Active Momentum Fund- Regular- Growth
Category: Equity: Thematic-Active-Momentum
Launch Date: 17-03-2025
AUM:
330.45 Cr
Expense Ratio
2.68%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01ES9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Varun Sharma, Mr. Vishal Ashar, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | 21.98 | - | - |
| NIFTY 500 TRI | 5.1 | 16.78 | 14.78 |
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
12.2877
Last change
0.17 (1.3452%)
Fund Size (AUM)
₹ 330.45 Cr
Performance
20.63% (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
Mr. Ajay Khandelwal, Mr. Varun Sharma, Mr. Vishal Ashar, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| STATE BANK OF INDIA EQ NEW RE. 1/- | 6.12 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 5.23 |
| Shriram Finance Limited | 4.84 |
| Jain Resource Recycling Limited | 4.61 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 4.45 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.44 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.94 |
| Piramal Finance Limited | 3.94 |
| INDUSIND BANK LIMITED EQ | 3.9 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.84 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.57 |
| Capital Goods | 24.95 |
| Automobile and Auto Components | 17.72 |
| Metals & Mining | 7.25 |
| Construction | 4.44 |
| Information Technology | 3.94 |
| Healthcare | 2.61 |
| Oil, Gas & Consumable Fuels | 1.86 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Active Momentum Fund Reg Gr | 0.0 |
| Nippon India Active Momentum Fund Reg Plan Gr | 0.0 |
| Union Active Momentum Fund Reg Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |