|
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
23.96%
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 | 23.96 |
| Category Average (%) | -1.33 | -0.03 | 4.31 | 6.60 | 3.43 | 7.84 | 5.68 | NA | 11.29 |
| Rank within Category | 551 | 938 | 194 | 220 | 43 | NA | NA | NA | 74 |
Source: Dion Global
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 20.85 | 37,257 | -2.20 | -1.56 | 0.72 | -11.88 | -9.39 | 4.75 | 7.61 | NA | 10.26 | 1.72 | |
| 17.45 | 16,138 | -2.08 | -1.91 | 0.29 | -0.96 | -8.01 | 3.26 | 8.49 | NA | 10.63 | 1.82 | |
| 53.70 | 12,547 | -1.83 | 3.03 | 3.31 | -15.88 | -21.90 | -2.81 | -4.31 | 6.26 | 11.71 | 1.93 | |
| 24.74 | 11,034 | -3.55 | -2.25 | 0.37 | -20.58 | -21.44 | -9.71 | -7.12 | -2.24 | 5.18 | 1.90 | |
| 38.73 | 10,845 | -3.29 | -2.73 | -0.71 | -3.81 | 0.29 | 14.07 | 12.41 | 13.29 | 12.62 | 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 | |
| 38.16 | 9,196 | -2.10 | 2.97 | -0.74 | -19.82 | -18.75 | 3.96 | 3.66 | 14.68 | 13.50 | 1.77 | |
| 36.62 | 9,192 | -1.34 | -1.73 | 3.09 | 3.34 | -7.48 | 10.88 | 8.25 | 6.29 | 5.05 | 2.10 | |
| 120.09 | 9,044 | -0.86 | 0.77 | 9.68 | 6.01 | -2.44 | 9.31 | 5.71 | 6.17 | 11.88 | 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(IDCW Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Mid Cap | 43.94 | 37,474 | -11.33 | 14.19 | |
| Equity - Large & Mid Cap | 24.98 | 18,413 | -5.03 | 9.81 | |
| Equity - Flexi Cap | 31.11 | 13,294 | -10.81 | 4.02 | |
| Equity - Small Cap | 16.20 | 7,179 | 13.37 | NA | |
| Equity - ELSS | 30.10 | 4,862 | -5.48 | 8.45 | |
| Equity - Multi Cap | 13.39 | 4,226 | -1.24 | NA | |
| Equity - Large Cap | 11.99 | 3,189 | -8.69 | NA | |
| Equity - Sectoral/Thematic | 11.94 | 1,465 | -4.26 | NA | |
| Equity - Sectoral/Thematic | 13.34 | 756 | 19.24 | NA | |
| Equity - Sectoral/Thematic | 11.31 | 688 | 0.07 | NA |
Source: Dion Global
Jul 24, 2026
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 43.94 | 37,474 | -1.87 | 3.52 | 6.97 | -1.10 | -11.33 | 12.90 | 14.19 | 8.40 | 12.66 | 1.53 | |
| 24.98 | 18,413 | -1.50 | -1.44 | 2.08 | 6.89 | -5.03 | 12.85 | 9.81 | NA | 14.51 | 1.67 | |
| 31.11 | 13,294 | -2.20 | 2.45 | 6.31 | -3.22 | -10.81 | 9.41 | 4.02 | 5.06 | 9.71 | 1.70 | |
| 16.20 | 7,179 | -0.46 | 1.19 | 14.57 | 27.82 | 13.37 | NA | NA | NA | 20.66 | 1.81 | |
| 30.10 | 4,862 | -0.84 | -1.57 | 3.09 | 7.95 | -5.48 | 12.29 | 8.45 | 9.47 | 10.05 | 1.90 | |
| 13.39 | 4,226 | -1.34 | 3.39 | 11.70 | 10.43 | -1.24 | NA | NA | NA | 14.99 | 1.91 |
Source: Dion Global
Jul 24, 2026
Mutual Funds News
Market News
✕