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Motilal Oswal Active Momentum Fund - Regular- IDCW
Category: Equity: Thematic-Active-Momentum
Launch Date: 17-03-2025
AUM:
₹ 314.27 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 | 7.58 | 16.79 | 15.88 |
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
12.1228
Last change
-0.12 (-0.9841%)
Fund Size (AUM)
₹ 314.27 Cr
Performance
21.05% (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 (%) |
|---|---|
| HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- | 5.93 |
| NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/- | 5.56 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 5.38 |
| Collateralized Borrowing & Lending Obligation | 5.36 |
| ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- | 4.82 |
| MUTHOOT FINANCE LIMITED EQ | 4.78 |
| Shriram Finance Limited | 4.66 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.99 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.95 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.84 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.99 |
| Automobile and Auto Components | 15.83 |
| Metals & Mining | 15.16 |
| Capital Goods | 13.08 |
| Consumer Services | 4.91 |
| Fast Moving Consumer Goods | 3.04 |
| Healthcare | 2.33 |
| Consumer Durables | 1.6 |
| Services | 1.32 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Active Momentum Fund Reg IDCW | 0.0 |
| Union Active Momentum Fund Reg Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |
