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Motilal Oswal Active Momentum Fund- Regular- Growth

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

₹ 98.38 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 2.64 18.71 22.1
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
11.1888
Last change
0.04 (0.3629%)
Fund Size (AUM)
₹ 98.38 Cr
Performance
11.72% (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/- 4.85
PRESTIGE ESTATES PROJECTS LIMITED EQ 4.17
AEGIS VOPAK TERMINALS LIMITED EQ 4.07
Shaily Engineering Plastics Limited 4.05
K.P.R. MILL LIMITED EQ NEW FV Re. 1/- 4.04
WAAREE ENERGIES LIMITED EQ 3.99
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- 3.89
Oswal Pumps Limited 3.72
STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/- 3.63
ZOMATO LIMITED EQ 3.54

Sector Allocation

Sector Holdings (%)
Capital Goods 39.24
Financial Services 16.65
Healthcare 9.51
Information Technology 7.15
Realty 4.17
Oil, Gas & Consumable Fuels 4.07
Textiles 4.04
Consumer Services 3.54
Consumer Durables 3.42
Chemicals 2.99

Peer Comparison

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