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.
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -0.13 | 3.17 | 10.01 | 22.11 | NA | NA | NA | NA | 20.00 |
| Category Average (%) | -0.81 | 0.79 | 3.69 | 8.26 | 2.30 | 9.73 | 9.07 | NA | 13.36 |
| Rank within Category | 635 | 1 | 24 | 28 | NA | NA | NA | NA | 151 |
* Returns over 1 year are CAGR
Scheme Name(IDCW Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26.90 | 30,802 | -0.33 | 2.36 | 5.70 | 8.12 | -0.19 | 12.84 | 23.04 | NA | 15.63 | 0.64 | |
| 134.01 | 14,414 | -2.01 | 0.95 | -2.15 | 0.30 | -9.11 | 9.45 | 13.93 | 12.02 | 22.40 | 0.97 | |
| 21.07 | 14,148 | -0.61 | 1.40 | 4.72 | 10.26 | 2.83 | 13.58 | NA | NA | 16.79 | 0.75 | |
| 11.28 | 11,574 | -1.24 | 0.17 | 5.09 | 12.50 | 5.03 | NA | NA | NA | 8.50 | 0.79 | |
| 10.71 | 10,234 | -0.65 | 2.49 | 7.31 | 10.07 | 8.07 | NA | NA | NA | 5.45 | 0.53 | |
| 76.92 | 10,021 | 0.37 | 2.15 | 3.44 | 6.61 | 3.53 | 7.09 | 12.13 | 8.33 | 17.20 | 1.02 | |
| 11.01 | 9,586 | -0.72 | 1.83 | 5.49 | 6.80 | 0.27 | NA | NA | NA | 5.85 | 0.79 | |
| 44.67 | 8,693 | 0.77 | 2.90 | 6.11 | 11.70 | 16.53 | 20.40 | 20.90 | 17.07 | 15.04 | 0.77 | |
| 168.55 | 8,114 | -0.18 | 1.04 | 1.16 | 4.23 | -7.63 | 15.98 | 13.15 | 6.89 | 24.57 | 0.91 | |
| 49.79 | 7,863 | -1.31 | 1.08 | 3.79 | 9.94 | -1.29 | 20.48 | 29.88 | 13.58 | 13.30 | 1.14 |
Over the past
Total investment of ₹5000
Would have become ₹5,000 (+0.00%)
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(IDCW Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Mid Cap | 51.64 | 34,749 | -8.70 | 21.81 | |
| Equity - Large & Mid Cap | 28.55 | 13,778 | -1.08 | 21.82 | |
| Equity - Flexi Cap | 36.37 | 13,554 | -3.72 | 9.12 | |
| Equity - Small Cap | 14.70 | 5,452 | 3.87 | NA | |
| Equity - ELSS | 39.51 | 4,377 | -6.45 | 18.41 | |
| Equity - Multi Cap | 13.92 | 4,310 | 10.71 | NA | |
| Equity - Large Cap | 13.63 | 2,779 | 6.11 | NA | |
| Equity - Sectoral/Thematic | 13.25 | 1,985 | 12.45 | NA | |
| Equity - Sectoral/Thematic | 11.62 | 812 | 5.20 | NA | |
| Equity - Sectoral/Thematic | 12.02 | 169 | NA | NA |
Scheme Name(IDCW Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 51.64 | 34,749 | -1.34 | -0.83 | 0.61 | 7.42 | -8.70 | 17.56 | 21.81 | 10.40 | 15.05 | 0.71 | |
| 28.55 | 13,778 | -1.95 | -0.83 | 3.57 | 16.19 | -1.08 | 19.43 | 21.82 | NA | 18.94 | 0.66 | |
| 36.37 | 13,554 | -1.75 | -0.73 | -0.13 | 6.37 | -3.72 | 13.25 | 9.12 | 7.46 | 11.84 | 0.85 | |
| 14.70 | 5,452 | -0.73 | 1.60 | 5.95 | 14.39 | 3.87 | NA | NA | NA | 23.01 | 0.62 | |
| 39.51 | 4,377 | -1.90 | -1.00 | 1.27 | 12.36 | -6.45 | 17.44 | 18.41 | 13.57 | 13.57 | 0.63 | |
| 13.92 | 4,310 | -0.49 | 0.51 | 2.42 | 9.86 | 10.71 | NA | NA | NA | 27.08 | 0.61 |