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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 · 3.31%Inception · 17-03-2025
NAV
₹14.77
-0.33% · as of 14-10-2026
Since inception
28.13%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹1,364 Cr
AUM
Expense ratio
3.31%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +28.13% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
Ola Electric Mobility Ltd6.46%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-6.13%
STERLITE TECHNOLOGIES LIMITED EQ NEW F.V. RS.2/-5.89%
GARWARE HI-TECH FILMS LIMITED EQ4.98%
Aditya Infotech Limited4.80%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-4.58%
ANAND RATHI WEALTH LIMITED EQ NEW FV RS. 5/-3.88%
Ami Organics Limited3.68%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.61%
Nephrocare Health Services Ltd3.46%
Sector allocation
Capital Goods36.05%
Financial Services20.00%
Automobile and Auto Components9.56%
Healthcare8.06%
Chemicals7.93%
Services6.13%
Telecommunication5.89%
Information Technology1.88%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 28.1% p.a.₹10,000
10 years
Projected value
₹66,04,597
Invested: ₹12,00,000
Gained: ₹54,04,597
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. Bhalchandra Shinde, Mr. Vishal Ashar, Mr. Ajay Khandelwal, Mr. Varun Sharma, 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
₹10.00
1Y
+17.0%
3Y
+0.0%
5Y
+0.0%
Samco Active Momentum Fund Reg Gr
₹15.48
1Y
+15.6%
3Y
+13.4%
5Y
+0.0%
Nippon India Active Momentum Fund Reg Plan Gr
₹12.23
1Y
+4.3%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Active Momentum Fund Gr
₹10.57
1Y
+4.1%
3Y
+0.0%
5Y
+0.0%
Kotak Active Momentum Fund Reg Plan Gr
₹10.50
1Y
+3.7%
3Y
+0.0%
5Y
+0.0%
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