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Motilal Oswal Active Momentum Fund - Direct Plan - IDCW

Sectoral/Thematic
Very High Risk
Rs 12.02  
0.75
  |  
 NAV as on Nov 7, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
2.56%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 169 Crores
Exit Load
1.00%
Min. Investment
Rs 500

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Motilal Oswal Active Momentum Fund - Direct Plan - IDCW 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.

Return Since Launch
20%
Launch Date
Feb 24, 2025
Type
Open Ended
Riskometer
Very High

Ratio Analysis

Standard Deviation
14.23
Category Avg
Beta
0.89
Category Avg
Portfolio Turnover Ratio
168.00 vs NA
Fund Vs Category Avg

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)-0.133.1710.0122.11NANANANA20.00
Category Average (%)-0.810.793.698.262.309.739.07NA13.36
Rank within Category63512428NANANANA151

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(IDCW Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
26.9030,802-0.332.365.708.12-0.1912.8423.04NA15.630.64
134.0114,414-2.010.95-2.150.30-9.119.4513.9312.0222.400.97
21.0714,148-0.611.404.7210.262.8313.58NANA16.790.75
11.2811,574-1.240.175.0912.505.03NANANA8.500.79
10.7110,234-0.652.497.3110.078.07NANANA5.450.53
76.9210,0210.372.153.446.613.537.0912.138.3317.201.02
11.019,586-0.721.835.496.800.27NANANA5.850.79
44.678,6930.772.906.1111.7016.5320.4020.9017.0715.040.77
168.558,114-0.181.041.164.23-7.6315.9813.156.8924.570.91
49.797,863-1.311.083.799.94-1.2920.4829.8813.5813.301.14
View All
Nov 7, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹5,000 (+0.00%)

Fund Manager

Ajay Khandelwal
Varun Sharma
Rakesh Shetty

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.

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Here is the list of funds managed by Ajay Khandelwal

Scheme Name(IDCW Direct)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Mid Cap51.6434,749-8.7021.81
Equity - Large & Mid Cap28.5513,778-1.0821.82
Equity - Flexi Cap36.3713,554-3.729.12
Equity - Small Cap14.705,4523.87NA
Equity - ELSS39.514,377-6.4518.41
Equity - Multi Cap13.924,31010.71NA
Equity - Large Cap13.632,7796.11NA
Equity - Sectoral/Thematic13.251,98512.45NA
Equity - Sectoral/Thematic11.628125.20NA
Equity - Sectoral/Thematic12.02169NANA
View All
Nov 7, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
51.6434,749-1.34-0.830.617.42-8.7017.5621.8110.4015.050.71
28.5513,778-1.95-0.833.5716.19-1.0819.4321.82NA18.940.66
36.3713,554-1.75-0.73-0.136.37-3.7213.259.127.4611.840.85
14.705,452-0.731.605.9514.393.87NANANA23.010.62
39.514,377-1.90-1.001.2712.36-6.4517.4418.4113.5713.570.63
13.924,310-0.490.512.429.8610.71NANANA27.080.61
Nov 7, 2025
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