Mutual Funds

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

10.98 0.00
NAV(₹) as on 7/4/2026

-0.03%
1D

21.08%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.67	Launch Date: 17 Mar 2025
Exit Load: 1% on or before 90D, Nil after 90D	AUM: ₹ 369.75 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 9.12	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 28/2/2026		2.68 %		97.32 %

TOP HOLDINGS

State Bank Of India

6.12 %

Bharat Electronics Ltd.

5.23 %

Shriram Finance Ltd.

4.84 %

Jain Resource Recycling Ltd.

4.61 %

KEI Industries Ltd.

4.45 %

Larsen & Toubro Ltd.

4.44 %

TVS Motor Company Ltd.

3.94 %

Piramal Finance Ltd.

3.94 %

IndusInd Bank Ltd.

3.90 %

Mahindra & Mahindra Ltd.

3.84 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Finance - NBFC

11.78 %

Automobile Two & Three Wheel

10.65 %

Cable

8.20 %

Bank - Public

6.12 %

Electric Equipment

5.81 %

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	36,975.28
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 \| 8.91 +0.05	14/10/2025	₹ 33.71	-	-	-	-10.93%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.25 +0.06	30/10/2024	₹ 54.98	1.38%	-	-	-5.29%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.70 +-0.02	14/8/2025	₹ 65.87	-	-	-	-3.05%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.82 +0.02	20/12/2024	₹ 88.35	1.50%	-	-	-9.23%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.45 +0.03	6/6/2024	₹ 131.97	3.04%	-	-	-14.82%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.03 +0.05	6/6/2024	₹ 143.03	10.45%	-	-	-5.39%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.25 +0.03	9/12/2024	₹ 154.99	-2.65%	-	-	-21.53%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.42 +-0.01	30/1/2026	₹ 162.28	-	-	-	-5.77%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.16 +0.01	28/2/2025	₹ 362.26	11.65%	-	-	10.41%
Motilal Oswal Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.98 +0.00	17/3/2025	₹ 369.75	21.08%	-	-	9.26%