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Scheme Profile

Motilal Oswal Active Momentum Fund - Reg (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
942
Inception Date
17-03-2025
Category
Equity - Thematic

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 500
  • 52 Week High / Low ()
  • 14.272 (12-Aug-2026) / 10.6752 (31-Mar-2026)
  • Incremental Investment ()
  • 500
  • NAV ()
  • 14.05 ( -0.16) ( -1.12 %)
  • 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 (%)
  • 3.45
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 70.64 times
  • Portfolio P/B
  • 12.68 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 1.04

Risk Factors

  • Jenson's Alpha
  • 15.18
  • Standard Deviation
  • 5.99
  • Beta
  • 1.11
  • Sharpe
  • 0.95
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.10

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
  • Nifty 500 TRI
  • -1.46
  • 4.39
  • 1.02
  • 2.32
  • 12.61
  • 12.02
  • 13.43
  • -

Company Top 5 Holdings

  [ As on 31 Jul 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Diamond Power Infrastructure Ltd
  • Equity
  • 23,86,152
  • 8.20
  • Cemindia Projects Ltd
  • Equity
  • 4,40,096
  • 6.39
  • One 97 Communications Ltd
  • Equity
  • 3,73,870
  • 5.33
  • TREPS
  • Reverse Repo
  • 0
  • 5.31
  • Garware Hi Tech Films Ltd
  • Equity
  • 64,320
  • 4.88

Sector Top 5 Holdings

  [ As on 31 Jul 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Cables
  • 31,12,569
  • 13.24
  • Finance
  • 6,61,142
  • 10.07
  • Aerospace & Defence
  • 1,05,253
  • 7.22
  • Electronics
  • 2,90,440
  • 7.08
  • Infrastructure Developers & Operators
  • 4,40,096
  • 6.77

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 14.51 16.69 -1.46 -9.72 942.40
2025 22.84 2.96 7.25 8.55 354.33

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Jun-2026 26.01 12.02 10.21 4.57 756.31
Mar-2026 -13.03 -12.60 -14.02 -15.54 330.45
Dec-2025 7.16 1.99 4.24 5.23 354.33
Sep-2025 0.41 -2.50 -3.41 -4.10 168.70

Peer Comparison

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Asset Allocation

Sector Allocation

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