Mutual Funds

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

14.70 +0.08
NAV(₹) as on 10/9/2026

0.56%
1D

29.80%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 3.46	Launch Date: 17 Mar 2025
Exit Load: 1% on or before 90D, Nil after 90D	AUM: ₹ 1,154.95 Crs
Lock-in: Nil	Investing Style: Mid Growth
Portfolio Price To Book Value: 11.60	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 31/8/2026		3.54 %		96.46 %

TOP HOLDINGS

Diamond Power Infrastructure Ltd.

7.37 %

Sky Gold and Diamonds Ltd.

6.35 %

Kalyan Jewellers India Ltd.

6.03 %

One97 Communications Ltd.

5.56 %

MTAR Technologies Ltd.

5.48 %

Garware Hi-Tech Films Ltd.

4.71 %

Cemindia Projects Ltd.

4.67 %

Sterlite Technologies Ltd.

4.58 %

Redington Ltd.

4.33 %

OLA Electric Mobility Ltd.

3.97 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Diamond & Jewellery

15.72 %

Cable

11.95 %

Plastic Products

8.23 %

Trading

7.89 %

Fintech

5.56 %

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 \| 9.69 +-0.01	14/10/2025	₹ 41.14	-	-	-	-3.11%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.98 +0.01	30/10/2024	₹ 51.61	-5.24%	-	-	-0.11%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.80 +0.08	14/8/2025	₹ 92.11	23.05%	-	-	25.83%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.92 +-0.01	20/12/2024	₹ 127.03	-1.78%	-	-	-0.47%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.22 +0.03	6/6/2024	₹ 127.06	4.06%	-	-	-3.52%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.92 +0.01	9/12/2024	₹ 162.68	3.32%	-	-	-12.44%
JioBlackRock Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.79 +0.00	17/8/2026	₹ 166.92	-	-	-	-2.13%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.90 +0.04	9/3/2026	₹ 116.38	-	-	-	8.98%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.68 +-0.04	6/6/2024	₹ 255.85	-0.73%	-	-	-1.45%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.01 +-0.03	30/1/2026	₹ 262.96	-	-	-	10.05%