Motilal Oswal Active Momentum Fund- Regular- Growth
Category: Equity: Thematic-Active-Momentum
Launch Date: 17-03-2025
AUM:
942.4 Cr
Expense Ratio
3.45%
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 | 29.44 | - | - |
| NIFTY 500 TRI | 4.99 | 13.01 | 12.02 |
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
14.1789
Last change
-0.04 (-0.2814%)
Fund Size (AUM)
₹ 942.4 Cr
Performance
28.19% (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 (%) |
|---|---|
| Ola Electric Mobility Ltd | 6.46 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 6.13 |
| STERLITE TECHNOLOGIES LIMITED EQ NEW F.V. RS.2/- | 5.89 |
| GARWARE HI-TECH FILMS LIMITED EQ | 4.98 |
| Aditya Infotech Limited | 4.8 |
| NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/- | 4.58 |
| ANAND RATHI WEALTH LIMITED EQ NEW FV RS. 5/- | 3.88 |
| Ami Organics Limited | 3.68 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.61 |
| Nephrocare Health Services Ltd | 3.46 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 36.05 |
| Financial Services | 20.0 |
| Automobile and Auto Components | 9.55 |
| Healthcare | 8.06 |
| Chemicals | 7.93 |
| Services | 6.13 |
| Telecommunication | 5.89 |
| Information Technology | 1.88 |