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Motilal Oswal Mutual Fund · Equity: Thematic-Active-Momentum
Motilal Oswal Active Momentum Fund- Regular- Growth
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.
EquityBenchmark · Nifty 500 TRITER · 3.45%Inception · 17-03-2025
NAV
₹14.41
+0.12% · as of 28-08-2026
Since inception
28.81%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹942 Cr
AUM
Expense ratio
3.45%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +28.81% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
STERLITE TECHNOLOGIES LIMITED EQ NEW F.V. RS.2/-8.30%
Aditya Infotech Limited6.16%
STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/-5.66%
Shaily Engineering Plastics Limited4.50%
Net Receivables / (Payables)4.29%
SUZLON ENERGY LIMITED EQ. NEW RS. 2/-4.09%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.87%
DATA PATTERNS (INDIA) LIMITED EQ3.80%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-3.63%
ANAND RATHI WEALTH LIMITED EQ NEW FV RS. 5/-3.55%
Sector allocation
Capital Goods44.20%
Financial Services22.49%
Healthcare9.02%
Telecommunication8.30%
Metals & Mining3.43%
Chemicals3.24%
Automobile and Auto Components2.62%
Information Technology2.37%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 28.8% p.a.₹10,000
10 years
Projected value
₹69,24,714
Invested: ₹12,00,000
Gained: ₹57,24,714
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Vishal Ashar, Mr. Ajay Khandelwal, Mr. Varun Sharma, Mr. Bhalchandra Shinde and Mr. Rakesh Shetty
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153365
ISIN (Growth)
INF247L01ES9
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Active-Momentum funds
Union Active Momentum Fund Reg Gr
₹10.07
1Y
+19.4%
3Y
+0.0%
5Y
+0.0%
Nippon India Active Momentum Fund Reg Plan Gr
₹13.21
1Y
+16.0%
3Y
+0.0%
5Y
+0.0%
Samco Active Momentum Fund Reg Gr
₹15.42
1Y
+13.6%
3Y
+14.4%
5Y
+0.0%
ICICI Pru Active Momentum Fund Gr
₹11.05
1Y
+12.0%
3Y
+0.0%
5Y
+0.0%
Kotak Active Momentum Fund Reg Plan Gr
₹11.20
1Y
+11.7%
3Y
+0.0%
5Y
+0.0%
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