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NAV as on Oct 14, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
3.31%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,364 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
28.25%
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
48.39
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
Oct 14, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 2.12 | -0.33 | 9.08 | 27.49 | 24.69 | NA | NA | NA | 28.25 |
| Category Average (%) | 1.52 | -3.69 | -2.55 | 5.43 | 2.07 | 6.68 | 4.19 | NA | 9.12 |
| Rank within Category | 218 | 97 | 24 | 12 | 24 | NA | NA | NA | 34 |
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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 20.24 | 38,338 | 1.96 | -2.03 | -4.48 | -2.55 | -13.10 | 1.06 | 3.08 | NA | 9.53 | 1.74 | |
| 16.72 | 15,873 | NA | -2.39 | -6.28 | -3.02 | -13.77 | 0.65 | 5.07 | NA | 9.38 | 1.83 | |
| 49.66 | 13,661 | 3.35 | 0.45 | -9.25 | -7.23 | -19.44 | -4.74 | -7.24 | 5.54 | 10.97 | 1.87 | |
| 29.61 | 11,493 | 3.44 | -3.09 | 2.29 | 19.01 | 21.45 | 34.60 | NA | NA | 38.01 | 1.79 | |
| 24.21 | 11,331 | 1.13 | -2.10 | -4.80 | -0.94 | -22.82 | -10.02 | -8.98 | -3.08 | 4.99 | 1.95 | |
| 37.71 | 10,420 | 1.68 | -2.31 | -4.38 | -3.01 | -3.14 | 13.47 | 9.72 | 12.17 | 12.10 | 2.17 | |
| 11.37 | 10,280 | 1.17 | -4.11 | -0.59 | 6.43 | 3.54 | NA | NA | NA | 5.48 | 1.84 | |
| 36.86 | 9,577 | -0.99 | -3.74 | -1.96 | 6.72 | -8.28 | 8.21 | 5.52 | 6.00 | 5.03 | 2.08 | |
| 38.94 | 9,276 | 5.69 | -0.28 | 1.25 | -1.20 | -15.74 | 2.37 | 0.25 | 15.33 | 13.41 | 1.75 | |
| 116.32 | 9,166 | -0.50 | -5.06 | -4.60 | 8.42 | -2.16 | 6.13 | 5.15 | 5.58 | 11.60 | 1.84 |
Source: Dion Global
Oct 14, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹6,235 (+24.69%)
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 | 45.21 | 40,208 | -9.54 | 10.75 | |
| Equity - Large & Mid Cap | 25.74 | 19,832 | -2.92 | 8.58 | |
| Equity - Flexi Cap | 32.59 | 13,446 | -6.69 | 3.59 | |
| Equity - Small Cap | 16.78 | 8,298 | 19.44 | NA | |
| Equity - ELSS | 30.84 | 4,890 | -0.98 | 7.17 | |
| Equity - Multi Cap | 14.54 | 4,601 | 6.79 | NA | |
| Equity - Large Cap | 11.62 | 2,925 | -10.06 | NA | |
| Equity - Sectoral/Thematic | 12.32 | 1,449 | -2.99 | NA | |
| Equity - Sectoral/Thematic | 14.77 | 1,364 | 24.69 | NA | |
| Equity - Sectoral/Thematic | 11.31 | 669 | -1.46 | NA |
Source: Dion Global
Oct 14, 2026
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 45.21 | 40,208 | 1.80 | -4.48 | 1.20 | 11.34 | -9.54 | 10.95 | 10.75 | 7.80 | 12.68 | 1.64 | |
| 25.74 | 19,832 | 1.83 | -4.45 | 1.71 | 9.55 | -2.92 | 11.05 | 8.58 | NA | 14.50 | 1.81 | |
| 32.59 | 13,446 | 1.83 | -3.51 | 3.50 | 12.38 | -6.69 | 8.23 | 3.59 | 4.75 | 9.94 | 2.05 | |
| 16.78 | 8,298 | 2.14 | -2.39 | 2.97 | 25.65 | 19.44 | NA | NA | NA | 20.36 | 1.92 | |
| 30.84 | 4,890 | 2.38 | -4.43 | 1.92 | 9.46 | -0.98 | 10.83 | 7.17 | 8.62 | 10.07 | 2.09 | |
| 14.54 | 4,601 | 1.37 | -2.37 | 8.21 | 26.52 | 6.79 | NA | NA | NA | 17.55 | 2.32 |
Source: Dion Global
Oct 14, 2026
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