Mutual Funds

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

12.06 +0.04
NAV(₹) as on 3/11/2025

0.32%
1D

-
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.66	Launch Date: 17 Mar 2025
Exit Load: 1% on or before 90D, Nil after 90D	AUM: ₹ 168.7 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 10.89	Min. Investment: SIP : ₹ 500.0 Lumpsum : ₹ 500.0
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 30/9/2025		14.97 %		85.03 %

TOP HOLDINGS

Muthoot Finance Ltd.

7.00 %

OLA Electric Mobility Ltd.

5.72 %

Bharat Electronics Ltd.

4.17 %

Eternal Ltd.

4.05 %

Waaree Energies Ltd.

3.97 %

Siemens Energy India Ltd.

3.72 %

Amber Enterprises India Ltd.

3.68 %

TVS Motor Company Ltd.

3.52 %

Multi Commodity Exchange Of India Ltd.

3.51 %

One97 Communications Ltd.

3.49 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Electric Equipment

13.19 %

Automobile Two & Three Wheel

9.23 %

Defence

7.17 %

Finance - NBFC

7.00 %

Hospital & Healthcare Servic

5.82 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

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

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
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.84 +0.03	14/8/2025	₹ 54.35	-	-	-	8.40%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.63 +0.04	30/10/2024	₹ 68.37	6.79%	-	-	6.22%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.92 +0.02	20/12/2024	₹ 76.91	-	-	-	-0.80%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.01 +0.07	6/6/2024	₹ 141.43	-5.66%	-	-	0.08%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.97 +0.06	6/6/2024	₹ 160.76	-9.12%	-	-	-7.41%
Motilal Oswal Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.06 +0.04	17/3/2025	₹ 168.7	-	-	-	20.64%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.04 +0.06	9/12/2024	₹ 190.48	-	-	-	-19.60%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.94 +0.06	28/2/2025	₹ 254.28	-	-	-	19.45%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.45 +0.04	27/12/2023	₹ 348.39	-6.66%	-	-	17.31%
Motilal Oswal Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.25 +0.06	18/2/2025	₹ 392.97	-	-	-	32.47%