|
NAV as on Jul 10, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.29%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 756 Crores
Exit Load
1.00%
Min. Investment
Rs 500
Nav Chart
Source: Dion Global
Asset Allocation
Source: Dion Global
Sector Allocation
Source: Dion Global
Motilal Oswal Active Momentum Fund - Direct Plan - Growth Fund Details
Investment Objective - 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. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund House
Return Since Launch
27.26%
Launch Date
Feb 24, 2025
Type
Open Ended
Riskometer
Very High
Source: Dion Global
Ratio Analysis
Standard Deviation
13.84
Category Avg
Beta
0.90
Category Avg
Sharpe Ratio
0.77
Category Avg
Portfolio Turnover Ratio
48.39
Category Avg
Source: Dion Global
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 5.95 | Equity | ||
| 5.27 | Equity | ||
| 4.65 | Equity | ||
| 4.40 | Equity | ||
| 4.37 | Equity | ||
| 3.99 | Equity | ||
| 3.97 | Equity | ||
| 3.95 | Equity | ||
| 3.91 | Equity | ||
| 3.91 | Equity |
Source: Dion Global
Jul 10, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.12 | 1.97 | 18.35 | 12.87 | 21.91 | NA | NA | NA | 27.26 |
| Category Average (%) | 0.38 | 5.77 | 8.02 | 4.56 | 4.98 | 8.47 | 5.99 | NA | 12.31 |
| Rank within Category | 617 | 1018 | 50 | 156 | 37 | NA | NA | NA | 53 |
Source: Dion Global
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 40.12 | 36,478 | 0.38 | 4.64 | 2.48 | -2.03 | 2.61 | 18.73 | 20.76 | NA | 20.40 | 0.91 | |
| 26.66 | 15,798 | -0.26 | 5.71 | 3.37 | -1.33 | 2.74 | 18.63 | 18.19 | NA | 19.62 | 0.96 | |
| 192.82 | 13,358 | 2.71 | 3.09 | 0.16 | -16.70 | -15.14 | 8.24 | 6.76 | 16.38 | 24.46 | 1.27 | |
| 152.23 | 10,643 | 0.30 | 7.22 | 4.71 | -2.40 | -0.27 | 11.89 | 11.40 | 13.69 | 22.30 | 1.18 | |
| 30.48 | 10,529 | -0.91 | 6.85 | 18.97 | 24.48 | 18.07 | 43.19 | NA | NA | 43.15 | 0.87 | |
| 50.14 | 10,375 | 0.09 | 6.70 | 2.75 | -1.62 | 4.06 | 17.45 | 14.49 | 16.55 | 15.25 | 1.07 | |
| 11.77 | 10,328 | 0.16 | 4.54 | 6.63 | 5.86 | 6.92 | NA | NA | NA | 7.86 | 0.89 | |
| 46.51 | 9,196 | 2.00 | 3.00 | -0.82 | -17.76 | -17.18 | 7.17 | 6.94 | 16.45 | 15.71 | 0.69 | |
| 292.59 | 9,192 | 0.92 | 6.71 | 8.37 | 2.79 | 4.19 | 24.61 | 20.24 | 17.20 | 28.35 | 0.90 | |
| 631.76 | 9,044 | -0.32 | 5.22 | 13.27 | 10.72 | 10.15 | 22.06 | 13.81 | 16.09 | 35.87 | 1.02 |
Source: Dion Global
Jul 10, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹6,096 (+21.91%)
Fund Manager
Mr. Ajay Khandelwal qualification is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund he has worked with Canara Robeco Mutual Fund, with BOI AXA Mutual Fund, B&K Securities and Infosys.
View MoreHere is the list of funds managed by Ajay Khandelwal
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Mid Cap | 113.64 | 37,474 | -3.58 | 23.48 | |
| Equity - Large & Mid Cap | 39.75 | 18,413 | 6.63 | 20.82 | |
| Equity - Flexi Cap | 66.82 | 13,294 | -4.04 | 13.04 | |
| Equity - Small Cap | 16.98 | 7,179 | 16.73 | NA | |
| Equity - ELSS | 64.38 | 4,862 | 5.92 | 18.91 | |
| Equity - Multi Cap | 14.08 | 4,226 | 0.46 | NA | |
| Equity - Large Cap | 14.15 | 3,189 | -1.91 | NA | |
| Equity - Sectoral/Thematic | 12.35 | 1,465 | -3.76 | NA | |
| Equity - Sectoral/Thematic | 13.69 | 756 | 21.91 | NA | |
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 20.82 | 733 | -4.93 | 5.53 |
Source: Dion Global
Jul 10, 2026
Top Performing Related Funds
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 113.64 | 37,474 | 3.10 | 10.58 | 9.01 | 0.35 | -3.58 | 20.68 | 23.48 | 18.07 | 21.70 | 0.76 | |
| 39.75 | 18,413 | 0.54 | 4.80 | 8.82 | 12.00 | 6.63 | 24.41 | 20.82 | NA | 22.80 | 0.69 | |
| 66.82 | 13,294 | 1.84 | 7.61 | 8.14 | -0.54 | -4.04 | 20.02 | 13.04 | 13.48 | 16.84 | 0.86 | |
| 69.17 | 8,267 | -1.52 | 1.01 | 27.80 | 39.55 | 70.19 | 38.96 | 24.36 | NA | 28.95 | 0.19 | |
| 16.98 | 7,179 | 1.49 | 10.94 | 22.99 | 22.28 | 16.73 | NA | NA | NA | 23.25 | 0.66 | |
| 12.43 | 5,182 | -0.93 | 5.50 | 14.19 | 20.27 | 9.34 | NA | NA | NA | 11.48 | 0.47 |
Source: Dion Global
Jul 10, 2026
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