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Scheme Profile

Motilal Oswal Active Momentum Fund - Reg (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
1,155
Inception Date
17-03-2025
Category
Equity - Thematic

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 500
  • 52 Week High / Low ()
  • 14.817 (11-Sep-2026) / 10.6752 (31-Mar-2026)
  • Incremental Investment ()
  • 500
  • NAV ()
  • 14.35 ( -0.11) ( -0.76 %)
  • Benchmark
  • Nifty 500 TRI
  • Entry Load
  • Nil
  • Exit Load
  • 1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
  • Expense Ratio (%)
  • 3.46
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 77.30 times
  • Portfolio P/B
  • 11.65 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 2.85

Risk Factors

  • Jenson's Alpha
  • 19.04
  • Standard Deviation
  • 5.90
  • Beta
  • 1.10
  • Sharpe
  • 1.13
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.11

NAV Movement

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

AUM Growth ( Cr.)

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception

Company Top 5 Holdings

  [ As on 31 Aug 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Diamond Power Infrastructure Ltd
  • Equity
  • 24,49,976
  • 7.37
  • Sky Gold & Diamonds Ltd
  • Equity
  • 9,08,336
  • 6.35
  • Kalyan Jewellers India Ltd
  • Equity
  • 11,59,600
  • 6.03
  • One 97 Communications Ltd
  • Equity
  • 3,73,870
  • 5.56
  • MTAR Technologies Ltd
  • Equity
  • 89,835
  • 5.48

Sector Top 5 Holdings

  [ As on 31 Aug 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Diamond, Gems and Jewellery
  • 25,39,939
  • 16.30
  • Cables
  • 31,76,393
  • 12.39
  • Aerospace & Defence
  • 1,81,517
  • 9.40
  • Finance
  • 3,13,623
  • 6.33
  • Electronics
  • 2,97,514
  • 6.04

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 16.88 -2.87 -7.86 -15.59 1,154.95
2025 22.84 2.95 7.25 8.55 354.33

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Sep-2026 5.31 -2.69 -4.21 -5.78 0
Jun-2026 26.01 11.99 10.21 4.57 756.31
Mar-2026 -13.03 -12.62 -14.02 -15.54 330.45
Dec-2025 7.16 2.02 4.24 5.23 354.33

Peer Comparison

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Asset Allocation

Sector Allocation

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