Mutual Funds

Motilal Oswal Active Momentum Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

13.33 -0.16
NAV(₹) as on 8/7/2026

-1.21%
1D

18.91%
1Y

-
3Y

-
5Y

Motilal Oswal Active Momentum Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.47	Launch Date: 17 Mar 2025
Exit Load: 1% on or before 90D, Nil after 90D	AUM: ₹ 469.06 Crs
Lock-in: Nil	Investing Style: Mid Growth
Portfolio Price To Book Value: 16.46	Min. Investment: SIP : ₹ 500.00 Lumpsum : ₹ 500.00
Scheme Benchmark: NA
Fund Manager: Ajay Khandelwal ,Varun Sharma ,Vishal Ashar

FUND OBJECTIVE

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. However, there can be no assurance that the investment objective of the scheme will be realized.

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 31/5/2026		4.30 %		95.70 %

TOP HOLDINGS

Sterlite Technologies Ltd.

8.30 %

Aditya Infotech Ltd.

6.16 %

Onesource Specialty Pharma Ltd.

5.66 %

Shaily Engineering Plastics Ltd.

4.50 %

Suzlon Energy Ltd.

4.09 %

GE Vernova T&D India Ltd.

3.87 %

Data Patterns (India) Ltd.

3.80 %

KEI Industries Ltd.

3.63 %

Anand Rathi Wealth Ltd.

3.55 %

Piramal Finance Ltd.

3.44 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Electric Equipment

14.73 %

Cable

11.94 %

Pharmaceuticals & Drugs

9.02 %

Trading

8.35 %

Plastic Products

7.72 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2024-25	2025-26
NAV (31/3/2026)	9.94	10.68
Net Assets (Rs Crores)	4,619.76	33,045.46
Scheme Returns(%)(Absolute)	-0.55	10.08
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	73/119	11/133

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.44 +-0.13	14/10/2025	₹ 38.94	-	-	-	-5.55%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.96 +-0.21	30/10/2024	₹ 53.63	-6.38%	-	-	-0.22%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.40 +-0.18	14/8/2025	₹ 74.13	-	-	-	13.97%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.24 +-0.17	9/3/2026	₹ 107.82	-	-	-	2.40%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.47 +-0.18	20/12/2024	₹ 110.94	-5.96%	-	-	-3.46%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.40 +-0.08	6/6/2024	₹ 130.01	-3.34%	-	-	-8.01%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.91 +-0.17	9/12/2024	₹ 172.16	-0.55%	-	-	-13.79%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.71 +-0.20	30/1/2026	₹ 205.55	-	-	-	7.15%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.52 +-0.16	6/6/2024	₹ 246.98	-4.22%	-	-	-2.35%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.63 +-0.19	28/2/2025	₹ 424.11	6.94%	-	-	18.82%