Motilal Oswal Active Momentum Fund- Regular- Growth
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Thematic-Active-Momentum
Status: Open Ended Schemes
Launch Date: 17-03-2025
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: NIFTY 500 TRI
Total Assets: 123.53 As on (31-07-2025)
Expense Ratio: 2.66% As on (31-07-2025)
Turn over: 81.00% | Exit Load:
NAV as on 14-08-2025
10.9544
-0.0363
CAGR Since Inception
9.38%
NIFTY 500 TRI 12.42%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | - | - | - | - | 9.38 |
| NIFTY 500 TRI | 1.07 | 15.48 | 20.99 | 13.56 | 12.42 |
| Equity: Thematic-Active-Momentum | -7.33 | - | - | - | 7.75 |
Funds Manager
Ajay Khandelwal,Varun Sharma,Rakesh Shetty
RETURNS CALCULATORS for Motilal Oswal Active Momentum Fund- Regular- Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Active Momentum Fund- Regular- Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Motilal Oswal Active Momentum Fund- Regular- Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund Reg Gr | 17-03-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Samco Active Momentum Fund Reg Gr | 05-07-2023 | -4.65 | 17.81 | 0.0 | 0.0 | 0.0 |
| Quant Momentum Fund Reg Gr | 20-11-2023 | -10.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Active Momentum Fund- Regular- Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | - | - | - | - | - | - |
| Equity: Thematic-Active-Momentum | - | - | - | - | - | - |