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Motilal Oswal Active Momentum Fund- Regular- Growth

Category: Equity: Thematic-Active-Momentum Launch Date: 17-03-2025
AUM:

₹ 314.27 Cr

Expense Ratio

2.66%

Benchmark

NIFTY 500 TRI

ISIN

INF247L01ES9

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Ajay Khandelwal,Varun Sharma,Rakesh Shetty

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Active Momentum Fund- Regular- Growth - - -
NIFTY 500 TRI 6.53 16.31 16.79
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
12.1692
Last change
0.07 (0.6015%)
Fund Size (AUM)
₹ 314.27 Cr
Performance
21.51% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks 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.

Fund Manager
Ajay Khandelwal,Varun Sharma,Rakesh Shetty
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
MCX INDIA LIMITED EQ NEW RS. 10/- 5.42
STATE BANK OF INDIA EQ NEW RE. 1/- 5.36
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- 5.11
Shaily Engineering Plastics Limited 4.43
MUTHOOT FINANCE LIMITED EQ 4.32
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 4.22
Net Receivables / (Payables) 4.04
L & T FINANCE HOLDINGS LIMITED EQ 3.9
LG Electronics India Ltd. 3.88
Collateralized Borrowing & Lending Obligation 3.68

Sector Allocation

Sector Holdings (%)
Financial Services 29.5
Capital Goods 19.74
Automobile and Auto Components 8.08
Consumer Services 7.65
Consumer Durables 6.99
Healthcare 5.71
Metals & Mining 3.46
Textiles 3.24
Fast Moving Consumer Goods 2.99
Services 2.88

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Active Momentum Fund Reg Gr 0.0
Union Active Momentum Fund Reg Gr 0.0
Samco Active Momentum Fund Reg Gr 0.0