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Fund Summary
Motilal Oswal Active Momentum Fund Reg (G)
[Equity: Thematic]  
 
Fund Details
Fund Type Growth Launch Date 17-Mar-25
Corpus(Cr.) 1364.00 Latest NAV 14.0951 As on 29-10-2026
Equity(%) 91.01 52 Week High 14.817
Debt(%) 8.99 52 Week Low 10.6752
Others(%) 0.00 Exit Load 1% for redemption within 90 days
Minimum Investment - Availability
Entry Load Nil Expense Ratio(%) 0.00
Scheme Benchmark NIFTY 500 TRI Broader Benchmark NSE - Nifty 50 TRI
Fund Manager Ajay Khandelwal
 
Riskometer
Investors understand that their principal will be at Very High risk
 
Scheme 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.

Portfolio Classification
 
Asset Mix
 
Concentration Analysis
Top 5 Holdings 30.83%
Top 10 Holdings 52.24%
Top 25 Holdings 95.90%
 
Sector Analysis
Sector/Ratings Net Asset(%)
Electricals 16.66
Consumer Durables 14.99
Industrial Products 12.36
Cash 8.99
Automobile 5.96
COMMODITY 5.4
Pharma & Biotech 5.34
Software & Services 5.34
Telecom 4.85
Technology 4.6
Communication 4.17
Construction 3.85
Retail 2.89
Aerospace & Defence 2.88
Healthcare 1.72
 
 
 
 
 
Portfolio Metrics
PB Ratio 7.64
PE Ratio 55.06
 
Top 25 Holdings
Holdings Net Asset(%)
Triparty Repo 9.09
Diamond Power Infrastructure Limited 6.36
Sky Gold And Diamonds Limited 5.40
MTAR Technologies Limited 5.13
Sterlite Technologies Limited. 4.85
Kalyan Jewellers India Limited 4.70
One 97 Communications Limited 4.60
Redington Limited 4.17
Lalithaa Jewellery Mart Ltd 4.02
GARWARE HI-TECH FILMS LIMITED 3.92
Cemindia Projects Limited 3.85
Aditya Infotech Limited 3.25
Shaily Engineering Plastics Ltd. 3.17
BlueStone Jewellery and Lifestyle Limited 3.10
Ola Electric Mobility Limited 3.02
S.J.S. Enterprises Limited 2.94
Meesho Limited 2.89
Data Patterns (India) Limited 2.88
ESDS Software Solution Limited 2.82
Onesource Specialty Pharma Limited 2.72
Raymond Limited 2.71
ACUTAAS CHEMICALS LIMITED 2.62
Atlanta Electricals Limited 2.59
Apar Industries Ltd 2.58
COFORGE LIMITED 2.52

Performance Analysis
 
Short Terms Returns
1 Month 3 Month 6 Month 1 Year
-2.47% 4.54% 13.33% 15.79%
 
Broader Market Benchmark [NSE - Nifty 50 TRI]
1.01% -5.23% -4.33% -11.05%
 
Scheme Benchmark [NSE - Nifty 500 TRI]
-0.68% -5.86% -3.43% -7.59%
 
Long term Returns
2 Year 3 Year 5 Year 10 Year
0.00% 0.00% 0.00% 0.00%
 
 
-2.07% 7.60% 6.59% 11.58%
 
 
-0.95% 10.39% 8.85% 12.54%
 
Cumulative Performance of Last 5 Years
 
Calendar Year Returns

Risk Analysis
 
Absolute Metrics (Single Computation - last 3 years)
Scheme Name Standard Deviation Sharpe Ratio Downside Deviation Downside Probability Sortino Ratio
Motilal Oswal Active Momentum Fund Reg (G) 0.00% 0.0000 0.0000% 0.0000 0.0000
 
Benchmark Relative Metrics (Single Computation - last 3 years)
Scheme Name Alpha Beta Treynor Ratio Tracking Error Information Ratio
Motilal Oswal Active Momentum Fund Reg (G) 0.0000% 0.0000 0.0000 0.0000 0.0000
 
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