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 | -0.72 | 16.47 | 20.17 |
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
11.5895
Last change
-0.05 (-0.459%)
Fund Size (AUM)
₹ 140.23 Cr
Performance
15.72% (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 |
