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Motilal Oswal Active Momentum Fund - Regular Plan

Sectoral/Thematic
Very High Risk
Rs 12.23  
-0.07
  |  
 NAV as on Dec 23, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
2.65%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 318 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 - Regular Plan 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
22.14%
Launch Date
Feb 24, 2025
Type
Open Ended
Riskometer
Very High

Ratio Analysis

Standard Deviation
13.84
Category Avg
Beta
0.90
Category Avg
Sharpe Ratio
0.77
Category Avg
Portfolio Turnover Ratio
189.00 vs 48.39
Fund Vs Category Avg

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)2.71-1.606.2311.79NANANANA22.14
Category Average (%)1.660.270.964.254.2110.287.87NA13.56
Rank within Category619739084NANANANA123

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Regular)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
37.8233,9461.500.674.536.7212.8324.2027.83NA21.131.56
25.7115,7081.02-0.042.887.0414.7823.32NANA21.121.68
214.5715,5652.855.208.576.05-0.3317.6317.2217.9012.611.74
50.0512,0852.784.777.343.68-7.8817.4216.80NA17.491.68
11.0511,3631.52-0.23-1.375.967.56NANANA6.431.76
138.6311,0861.01-0.093.633.7715.0016.0716.7914.8816.371.79
45.649,8131.561.286.107.8918.9620.8117.6217.4315.081.76
10.439,6431.56-1.142.053.589.56NANANA3.011.74
10.589,2101.84-0.59-0.201.212.37NANANA3.131.78
511.808,4590.94-0.68-0.721.24-0.4321.4915.4513.1020.031.81
View All
Dec 23, 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.

View More

Here is the list of funds managed by Ajay Khandelwal

Scheme Name(Growth Regular)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Mid Cap100.4838,003-9.0228.48
Equity - Large & Mid Cap33.5915,146-3.8623.51
Equity - Flexi Cap61.2514,312-2.5716.04
Equity - Small Cap14.015,862-4.59NA
Equity - Multi Cap13.474,7200.37NA
Equity - ELSS50.914,444-8.3820.80
Equity - Large Cap14.323,0349.73NA
Equity - Sectoral/Thematic12.712,2270.33NA
Hybrid - Dynamic Asset Allocation/Balanced Advantage19.63937-6.106.65
Equity - Sectoral/Thematic11.20771-3.79NA
View All
Dec 23, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
100.4838,0031.25-1.70-3.41-1.56-9.0227.2728.4817.4821.531.54
33.5915,1463.07-1.90-4.140.37-3.8626.3023.51NA21.681.69
61.2514,3121.18-1.65-2.88-0.35-2.5723.3716.0413.4416.821.70
223.5211,2412.785.515.0020.6825.0536.1619.4722.1323.460.58
48.166,2110.060.807.8428.1011.2237.0319.48NA24.940.58
14.015,8621.89-1.36-1.302.05-4.59NANANA18.511.82
Dec 23, 2025
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