Mutual Funds

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

13.69 +0.34
NAV(₹) as on 9/6/2026

2.52%
1D

23.55%
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: ₹ 395.57 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 13.21	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 30/4/2026		1.41 %		98.59 %

TOP HOLDINGS

Onesource Specialty Pharma Ltd.

6.40 %

Aditya Infotech Ltd.

5.85 %

Jain Resource Recycling Ltd.

5.00 %

Suzlon Energy Ltd.

4.73 %

Data Patterns (India) Ltd.

4.54 %

Shaily Engineering Plastics Ltd.

4.53 %

Anand Rathi Wealth Ltd.

4.39 %

Piramal Finance Ltd.

4.23 %

Multi Commodity Exchange Of India Ltd.

4.07 %

GE Vernova T&D India Ltd.

3.98 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

12.44 %

Defence

10.62 %

Electric Equipment

8.71 %

Trading

8.34 %

Finance - NBFC

7.27 %

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 \| 9.45 +0.09	14/10/2025	₹ 37.57	-	-	-	-5.52%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.53 +0.04	30/10/2024	₹ 53.03	-9.02%	-	-	-2.92%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.45 +0.22	14/8/2025	₹ 69.74	-	-	-	14.51%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.22 +0.10	9/3/2026	₹ 103.16	-	-	-	2.20%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.29 +0.07	20/12/2024	₹ 107.31	-6.63%	-	-	-4.89%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.41 +0.14	6/6/2024	₹ 126.17	-3.00%	-	-	-8.26%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.70 +0.07	9/12/2024	₹ 171.14	-2.97%	-	-	-16.01%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.39 +0.09	30/1/2026	₹ 181.38	-	-	-	3.89%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.42 +0.08	6/6/2024	₹ 246.7	-5.06%	-	-	-2.91%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 14.81 +0.04	27/12/2023	₹ 340.27	11.94%	-	-	17.37%