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NAV as on Oct 13, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
3.35%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,364 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
28.7%
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
Oct 13, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.84 | 0.00 | 8.89 | 27.97 | 27.11 | NA | NA | NA | 28.70 |
| Category Average (%) | -0.33 | -3.30 | -2.63 | 5.78 | 1.85 | 7.10 | 4.58 | NA | 9.78 |
| Rank within Category | 170 | 61 | 23 | 7 | 19 | NA | NA | NA | 30 |
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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 38.26 | 38,338 | 0.63 | -1.75 | -4.78 | -1.95 | -2.99 | 12.77 | 15.09 | NA | 18.92 | 0.91 | |
| 24.98 | 15,873 | NA | -2.35 | -6.05 | -2.57 | -5.49 | 13.64 | 13.59 | NA | 17.31 | 0.97 | |
| 199.48 | 13,661 | 3.35 | 0.49 | 1.66 | 4.09 | -9.26 | 5.97 | 2.94 | 17.35 | 24.25 | 1.22 | |
| 30.59 | 11,493 | 0.38 | -3.45 | 1.15 | 19.03 | 21.33 | 35.86 | NA | NA | 39.38 | 0.89 | |
| 145.50 | 11,331 | 1.18 | -1.11 | -4.68 | 0.37 | -4.40 | 9.59 | 8.54 | 11.99 | 21.44 | 1.23 | |
| 47.98 | 10,420 | 1.35 | -1.19 | -4.40 | -1.50 | -1.46 | 15.07 | 11.46 | 14.89 | 14.45 | 1.20 | |
| 11.67 | 10,280 | -1.75 | -4.10 | -0.88 | 6.85 | 3.78 | NA | NA | NA | 6.60 | 0.93 | |
| 287.75 | 9,577 | -0.97 | -3.64 | -1.66 | 7.36 | 0.60 | 19.14 | 16.20 | 16.34 | 27.59 | 0.92 | |
| 47.62 | 9,276 | 3.89 | -0.84 | 0.25 | 2.78 | -12.08 | 4.84 | 2.67 | 17.47 | 15.55 | 0.67 | |
| 611.76 | 9,166 | -2.18 | -4.17 | -2.95 | 9.82 | 6.83 | 16.78 | 12.79 | 15.25 | 34.77 | 0.99 |
Source: Dion Global
Oct 13, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹6,356 (+27.11%)
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 | 116.61 | 40,208 | -1.99 | 19.30 | |
| Equity - Large & Mid Cap | 40.28 | 19,832 | 5.93 | 18.05 | |
| Equity - Flexi Cap | 69.93 | 13,446 | 1.06 | 12.46 | |
| Equity - Small Cap | 17.38 | 8,298 | 19.41 | NA | |
| Equity - ELSS | 65.30 | 4,890 | 8.32 | 16.63 | |
| Equity - Multi Cap | 15.35 | 4,601 | 9.45 | NA | |
| Equity - Large Cap | 13.53 | 2,925 | -4.92 | NA | |
| Equity - Sectoral/Thematic | 12.76 | 1,449 | -2.60 | NA | |
| Equity - Sectoral/Thematic | 14.84 | 1,364 | 27.11 | NA | |
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 21.95 | 712 | -2.52 | 5.74 |
Source: Dion Global
Oct 13, 2026
Top Performing Related Funds
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 116.61 | 40,208 | 0.18 | -3.69 | 1.81 | 12.62 | -1.99 | 17.78 | 19.30 | 16.96 | 21.45 | 0.93 | |
| 40.28 | 19,832 | -0.37 | -3.79 | 1.96 | 10.76 | 5.93 | 20.83 | 18.05 | NA | 22.09 | 0.92 | |
| 69.93 | 13,446 | -0.06 | -2.83 | 4.31 | 13.56 | 1.06 | 17.45 | 12.46 | 12.80 | 16.89 | 1.32 | |
| 17.38 | 8,298 | -0.25 | -2.48 | 2.00 | 26.13 | 19.41 | NA | NA | NA | 21.89 | 0.85 | |
| 68.09 | 8,032 | -2.79 | -3.03 | -2.93 | 26.46 | 37.84 | 37.68 | 24.01 | NA | 27.62 | 0.19 | |
| 12.11 | 5,434 | 0.37 | -4.99 | -1.82 | 10.81 | 15.37 | NA | NA | NA | 8.84 | 0.56 |
Source: Dion Global
Oct 13, 2026
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