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NAV as on Jun 10, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.47%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 396 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
27.16%
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
Jun 10, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -0.92 | 4.14 | 16.69 | 11.93 | 20.85 | NA | NA | NA | 27.16 |
| Category Average (%) | -1.06 | -2.93 | 3.10 | 0.02 | 1.19 | 7.65 | 5.19 | NA | 8.86 |
| Rank within Category | 513 | 6 | 28 | 70 | 38 | NA | NA | NA | 41 |
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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 20.38 | 36,083 | -1.02 | -3.27 | -12.12 | -15.33 | -12.00 | 6.74 | 6.99 | NA | 10.10 | 1.52 | |
| 16.99 | 15,813 | -0.64 | -4.07 | -1.22 | -14.24 | -9.92 | 4.80 | 8.10 | NA | 10.34 | 1.65 | |
| 52.81 | 13,068 | -1.16 | -1.82 | 0.15 | -18.90 | -23.45 | -1.41 | -2.38 | 5.52 | 11.69 | 1.70 | |
| 23.90 | 10,589 | 0.38 | -3.47 | -3.86 | -25.73 | -23.74 | -8.93 | -7.49 | -1.58 | 5.02 | 1.74 | |
| 37.45 | 10,375 | -0.15 | -4.28 | -5.04 | -7.71 | -1.79 | 15.59 | 11.68 | 13.56 | 12.43 | 1.75 | |
| 11.00 | 10,338 | -1.94 | -4.49 | 2.29 | 1.89 | 4.02 | NA | NA | NA | 4.72 | 1.73 | |
| 27.58 | 9,724 | -0.67 | -1.06 | 10.17 | 22.31 | 7.41 | 40.00 | NA | NA | 39.84 | 1.75 | |
| 36.83 | 9,660 | -2.54 | -3.06 | -5.58 | -23.95 | -23.96 | 4.63 | 4.95 | 13.61 | 13.28 | 1.67 | |
| 10.98 | 8,906 | -2.63 | -3.88 | 5.60 | 6.23 | 2.79 | NA | NA | NA | 4.21 | 1.76 | |
| 11.26 | 8,851 | -3.01 | -3.35 | 7.24 | 10.28 | 10.39 | NA | NA | NA | 6.51 | 1.74 |
Source: Dion Global
Jun 10, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹6,042 (+20.85%)
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 | 40.25 | 35,735 | -18.43 | 12.99 | |
| Equity - Large & Mid Cap | 24.47 | 16,777 | -5.73 | 10.89 | |
| Equity - Flexi Cap | 29.21 | 12,770 | -15.19 | 3.31 | |
| Equity - Small Cap | 14.81 | 6,206 | 5.56 | NA | |
| Equity - ELSS | 29.45 | 4,659 | -5.97 | 9.15 | |
| Equity - Multi Cap | 12.37 | 3,994 | -7.87 | NA | |
| Equity - Large Cap | 11.51 | 3,171 | -10.87 | NA | |
| Equity - Sectoral/Thematic | 10.82 | 1,571 | -11.93 | NA | |
| Equity - Sectoral/Thematic | 10.95 | 679 | -2.89 | NA | |
| Equity - Sectoral/Thematic | 13.41 | 396 | 20.85 | NA |
Source: Dion Global
Jun 10, 2026
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 40.25 | 35,735 | -2.09 | -5.50 | -4.08 | -15.17 | -18.43 | 10.84 | 12.99 | 8.15 | 11.99 | 1.54 | |
| 24.47 | 16,777 | -2.04 | -3.46 | 1.29 | -2.26 | -5.73 | 14.60 | 10.89 | NA | 14.43 | 1.68 | |
| 29.21 | 12,770 | -2.72 | -3.57 | -4.84 | -13.66 | -15.19 | 8.97 | 3.31 | 5.12 | 9.24 | 1.71 | |
| 14.81 | 6,206 | -2.51 | -1.33 | 15.26 | 8.23 | 5.56 | NA | NA | NA | 17.39 | 1.84 | |
| 29.45 | 4,659 | -1.50 | -3.67 | 3.62 | 0.88 | -5.97 | 13.73 | 9.15 | 10.04 | 9.95 | 1.90 | |
| 12.37 | 3,994 | -2.10 | -1.79 | 8.12 | -6.60 | -7.87 | NA | NA | NA | 11.42 | 1.92 |
Source: Dion Global
Jun 10, 2026
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