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Motilal Oswal Active Momentum Fund - Reg (G)

28-Jul-2026 | 12:00 AM

  • AUM ( Cr) : 756
  • Inception Date : 17-Mar-2025
  • Category : Sectoral / Thematic

arrow down 13.3753 -0.14(-1.02%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()500
52-Week High/Low(rupee)13.9905 (19-Jun-2026) / 10.6752 (31-Mar-2026) Incremental Investment () 500
Entry LoadNilBenchmarkNifty 500 TRI
Exit Load1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.Value of (rupee) 1,00,000 since inception133,753
Fund ManagerAjay KhandelwalExpense Ratio(%)2.39

Portfolio Indicators

Portfolio P/E 57.94 times Portfolio P/B 14.12 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 2.93

Risk Factors

Jenson's Alpha 19.53 Standard Deviation 6.10
Beta 1.13 Sharpe 1.08
R-Squared 0.83 Treynor Factor 0.09

Company Top 5 Holdings

Company Asset Quantity Holdings (%)
Ola Electric Equity 11160178 6.46
Interglobe Aviat Equity 86344 6.13
Sterlite Tech. Equity 726417 5.89
Garware Hi Tech Equity 56350 4.98
Aditya Infotech Equity 99585 4.80

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Finance 740,325.00 15.90
Capital Goods - Electrical Equipment 4,543,110.00 15.57
Cables 773,533.00 9.71
Automobile 11,160,178.00 6.76
Aerospace & Defence 63,924.00 6.65

Performance

Scheme Name Return(%)
YTD 		Return(%)
3 Months		 Return(%)
6 Months		 Return(%)
1 Year		 Return(%)
3 Years		 Return(%)
5 Years		 Return(%)
10 Years		 Return(%)
Inception
Motilal Oswal Active Momentum Fund - Reg (G) 8.88 7.61 12.36 23.65 NA NA NA 23.76

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 8.97 2.53 NA -9.89 756.31
2025 22.84 4.82 NA 8.55 354.33

Quarterly Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
Sep-2025 0.41 -1.63 -3.41 -4.10 168.70
Dec-2025 7.16 2.58 4.24 5.23 354.33
Jun-2026 26.01 12.88 10.21 4.57 756.31
Mar-2026 -13.03 -12.57 -14.02 -15.54 330.45

Peer Comparison

Scheme Name AUM (rupee Cr.) Return(%)
1 Year		 Return(%)
3 Years		 Return(%)
5 Years		 Since Inception Inception Date Sharpe Std.Dev.
Groww Multicap Fund 708.92 14.03 NA NA 9.39 17-Dec-2024 0.31 6.24
TRUSTMF Multi Cap Fund 603.07 13.29 NA NA 13.13 21-Jul-2025 0.48 5.71
Bank of India Multi Cap Fund 1,186.47 12.22 18.44 NA 21.94 03-Mar-2023 0.85 4.75
Union Multicap Fund 1,420.10 9.44 14.52 NA 15.92 19-Dec-2022 0.68 4.49
Tata Multicap Fund 3,455.43 9.35 10.31 NA 13.02 02-Feb-2023 0.46 4.55
ITI Multi Cap Fund 1,470.48 8.72 15.92 12.49 13.73 15-May-2019 0.73 5.03
WhiteOak Capital Multi Cap Fund 3,850.09 7.75 NA NA 17.93 22-Sep-2023 0.76 4.55
Kotak Multicap Fund 28,074.19 7.67 17.15 NA 15.40 29-Sep-2021 0.79 5.10
Mahindra Manulife Multi Cap Fund 6,926.02 7.53 16.52 15.37 15.59 11-May-2017 0.76 4.78
LIC MF Multi Cap Fund 2,042.49 7.52 17.29 NA 17.22 31-Oct-2022 0.73 5.10
HSBC Multi Cap Fund 5,914.00 7.43 18.21 NA 21.28 30-Jan-2023 0.83 5.06
PGIM India Multi Cap Fund 430.86 6.71 NA NA 1.74 10-Sep-2024 -0.20 4.97
Bajaj Finserv Multi Cap Fund 1,429.44 6.65 NA NA 13.21 27-Feb-2025 0.42 5.04
ICICI Pru Multicap Fund 18,193.89 6.64 16.15 15.13 14.94 01-Oct-1994 0.78 4.56
AXIS Multicap Fund 10,457.27 6.48 18.47 NA 14.57 17-Dec-2021 0.85 4.55
Franklin India Multi Cap Fund 5,029.48 5.95 NA NA 3.54 29-Jul-2024 -0.09 5.14
Quant Multi Cap Fund 7,761.45 5.90 9.97 11.42 17.93 04-Apr-2001 0.42 5.30
Aditya Birla SL Multi-Cap Fund 7,029.63 5.86 13.50 12.65 14.81 07-May-2021 0.59 4.61
Edelweiss Multi Cap Fund 3,338.02 5.74 NA NA 17.57 25-Oct-2023 0.70 5.01
Baroda BNP Paribas Multi Cap Fund 3,339.44 4.36 14.73 14.15 15.91 12-Sep-2003 0.64 4.55
Mirae Asset Multicap Fund 5,278.04 3.47 NA NA 13.75 21-Aug-2023 0.50 4.79
UTI Multi Cap Fund 2,041.55 3.14 NA NA 3.52 16-May-2025 -0.09 4.67
Motilal Oswal Multi Cap Fund 4,225.50 3.03 NA NA 16.53 18-Jun-2024 0.38 6.45
Bandhan Multi Cap Fund 3,005.59 2.52 12.68 NA 12.66 02-Dec-2021 0.57 4.50
Canara Robeco Multi Cap Fund 5,500.41 2.43 13.87 NA 13.87 28-Jul-2023 0.54 4.55
Sundaram Multi Cap Fund 2,914.87 2.13 13.25 12.76 15.21 25-Oct-2000 0.56 4.57
DSP Multicap Fund 2,925.15 0.66 NA NA 8.12 30-Jan-2024 0.23 5.10
Nippon India Multi Cap Fund 54,584.58 0.40 14.29 18.28 17.24 28-Mar-2005 0.72 4.51
Invesco India Multicap Fund 4,301.86 -0.18 13.05 11.30 15.25 18-Mar-2008 0.55 5.03
HDFC Multi Cap Fund 20,216.88 -0.59 12.46 NA 14.33 10-Dec-2021 0.56 4.70
SBI Multicap Fund 23,693.40 -1.27 13.21 NA 12.81 08-Mar-2022 0.62 4.07
Samco Multi Cap Fund 243.98 -11.02 NA NA -9.03 30-Oct-2024 -0.94 3.76

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:24,250.20  Up arrow
264.85(1.10%)
SENSEX:76,765.92  Up arrow
888.68(1.16%)

Product

Trading


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