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NAV as on Jul 24, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.39%
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 - 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.
Fund House
Return Since Launch
23.95%
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
293.00 vs 48.39
Fund Vs 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 24, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -1.22 | -2.24 | 8.55 | 14.55 | 19.24 | NA | NA | NA | 23.95 |
| Category Average (%) | -1.33 | -0.03 | 4.31 | 6.60 | 3.43 | 7.84 | 5.68 | NA | 11.29 |
| Rank within Category | 554 | 939 | 195 | 221 | 44 | NA | NA | NA | 75 |
Source: Dion Global
* 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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 35.71 | 37,257 | -2.24 | -1.57 | 0.70 | -2.35 | 0.39 | 15.68 | 18.63 | NA | 18.43 | 1.72 | |
| 24.41 | 16,138 | -2.05 | -1.89 | 0.29 | -0.93 | -0.08 | 15.48 | 16.02 | NA | 17.57 | 1.82 | |
| 171.96 | 12,547 | -1.82 | 3.03 | 3.31 | -15.89 | -13.83 | 6.52 | 4.74 | 15.83 | 11.37 | 1.93 | |
| 129.60 | 11,034 | -3.56 | -2.26 | 0.34 | -3.17 | -4.21 | 8.77 | 9.41 | 11.76 | 15.37 | 1.90 | |
| 43.12 | 10,845 | -3.29 | -2.73 | -0.71 | -3.81 | 0.29 | 14.06 | 12.41 | 14.51 | 13.68 | 2.05 | |
| 29.17 | 10,529 | 0.33 | -0.19 | 11.47 | 29.64 | 22.01 | 39.44 | NA | NA | 40.54 | 1.80 | |
| 11.41 | 10,328 | -1.36 | 0.20 | 3.30 | 8.73 | 4.62 | NA | NA | NA | 6.20 | 1.82 | |
| 39.72 | 9,196 | -2.09 | 2.97 | 3.34 | -16.52 | -15.41 | 5.36 | 4.50 | 15.14 | 13.93 | 1.77 | |
| 255.28 | 9,192 | -1.34 | -1.73 | 3.09 | 3.34 | 0.27 | 20.57 | 17.97 | 15.59 | 13.09 | 2.10 | |
| 556.11 | 9,044 | -0.86 | 0.77 | 9.68 | 14.42 | 5.29 | 18.87 | 12.15 | 14.70 | 19.90 | 1.86 |
Source: Dion Global
Jul 24, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,962 (+19.24%)
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 Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Mid Cap | 97.25 | 37,474 | -4.73 | 21.29 | |
| Equity - Large & Mid Cap | 35.19 | 18,413 | 2.12 | 17.60 | |
| Equity - Flexi Cap | 59.23 | 13,294 | -4.12 | 11.76 | |
| Equity - Small Cap | 16.20 | 7,179 | 13.37 | NA | |
| Equity - ELSS | 54.53 | 4,862 | 1.60 | 16.39 | |
| Equity - Multi Cap | 13.59 | 4,226 | 0.27 | NA | |
| Equity - Large Cap | 13.47 | 3,189 | -4.32 | NA | |
| Equity - Sectoral/Thematic | 11.94 | 1,465 | -4.26 | NA | |
| Equity - Sectoral/Thematic | 13.34 | 756 | 19.24 | NA | |
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 18.51 | 733 | -5.82 | 4.10 |
Source: Dion Global
Jul 24, 2026
Top Performing Related Funds
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 97.25 | 37,474 | -1.87 | 3.52 | 6.97 | 6.26 | -4.73 | 18.44 | 21.29 | 16.09 | 20.11 | 1.53 | |
| 35.19 | 18,413 | -1.50 | -1.44 | 2.08 | 14.94 | 2.12 | 21.14 | 17.60 | NA | 20.46 | 1.67 | |
| 265.39 | 14,112 | -1.34 | -1.77 | 5.70 | 15.61 | 35.52 | 29.07 | 19.54 | 23.95 | 23.85 | 0.59 | |
| 59.23 | 13,294 | -2.20 | 2.45 | 6.31 | 4.04 | -4.12 | 17.48 | 11.76 | 12.05 | 15.64 | 1.70 | |
| 67.24 | 8,267 | -1.44 | -2.46 | 11.82 | 37.62 | 62.56 | 37.72 | 23.60 | NA | 28.31 | 0.47 | |
| 16.20 | 7,179 | -0.46 | 1.19 | 14.57 | 27.82 | 13.37 | NA | NA | NA | 20.65 | 1.81 |
Source: Dion Global
Jul 24, 2026
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