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MF SCHEME PROFILE

YOU ARE ON :

Motilal Oswal Active Momentum Fund - Reg (G)

29-Apr-2026 | 12:00 AM

  • AUM ( Cr) : 330
  • Inception Date : 17-Mar-2025
  • Category : Sectoral / Thematic

arrow top 12.4367 0.01(0.06%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()500
52-Week High/Low(rupee)12.8021 (18-Nov-2025) / 9.6967 (09-May-2025) 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 inception124,367
Fund ManagerAjay KhandelwalExpense Ratio(%)2.68

Portfolio Indicators

Portfolio P/E 44.16 times Portfolio P/B 11.22 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 3.19

Risk Factors

Jenson's Alpha 10.51 Standard Deviation 5.12
Beta 1.02 Sharpe 0.09
R-Squared 0.80 Treynor Factor 0.03

Company Top 5 Holdings

Company Asset Quantity Holdings (%)
Jain Resource Equity 430834 5.95
Bharat Electron Equity 434715 5.27
Piramal Finance. Equity 83757 4.65
TVS Motor Co. Equity 43236 4.40
Coal India Equity 322797 4.40

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Finance 328,333.00 17.43
Aerospace & Defence 550,649.00 15.43
Automobile 230,305.00 12.17
Pharmaceuticals 82,676.00 7.72
Non Ferrous Metals 430,834.00 6.32

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) 1.24 4.22 2.17 24.69 NA NA NA 21.54

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 1.32 -1.32 NA -9.03 330.45
2025 22.84 4.82 NA 8.55 354.33

Quarterly Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
Jun-2025 15.71 11.96 12.47 9.97 105.07
Sep-2025 0.41 -1.63 -3.41 -4.10 168.70
Mar-2026 -13.03 -12.57 -14.02 -15.54 330.45
Dec-2025 7.16 2.58 4.24 5.23 354.33

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 376.05 18.37 NA NA 6.96 17-Dec-2024 -0.49 5.54
Bank of India Multi Cap Fund 937.78 13.49 21.34 NA 22.04 03-Mar-2023 0.74 4.48
Kotak Multicap Fund 22,095.33 11.38 23.15 NA 16.01 29-Sep-2021 0.76 4.87
ITI Multi Cap Fund 1,200.27 10.64 19.53 13.10 13.52 15-May-2019 0.58 4.72
Tata Multicap Fund 2,853.95 10.51 13.11 NA 12.53 02-Feb-2023 0.24 4.23
Mahindra Manulife Multi Cap Fund 5,660.85 9.57 20.66 17.85 15.45 11-May-2017 0.64 4.55
Union Multicap Fund 1,184.05 9.47 17.77 NA 15.16 19-Dec-2022 0.58 4.30
HSBC Multi Cap Fund 4,799.95 9.37 22.41 NA 21.74 30-Jan-2023 0.70 4.75
WhiteOak Capital Multi Cap Fund 2,934.41 8.67 NA NA 17.00 22-Sep-2023 0.39 4.41
ICICI Pru Multicap Fund 14,681.40 8.31 20.65 17.79 14.98 01-Oct-1994 0.65 4.13
PGIM India Multi Cap Fund 369.91 8.00 NA NA -0.86 10-Sep-2024 -0.98 4.47
Mirae Asset Multicap Fund 4,310.27 7.57 NA NA 13.90 21-Aug-2023 0.17 4.66
AXIS Multicap Fund 8,543.37 7.35 21.62 NA 14.13 17-Dec-2021 0.77 4.39
Nippon India Multi Cap Fund 46,320.82 7.13 20.64 21.31 17.45 28-Mar-2005 0.70 4.33
LIC MF Multi Cap Fund 1,632.36 7.11 19.08 NA 15.97 31-Oct-2022 0.56 4.87
Edelweiss Multi Cap Fund 2,846.76 6.78 NA NA 17.84 25-Oct-2023 0.37 4.94
Aditya Birla SL Multi-Cap Fund 5,920.57 6.57 16.58 NA 14.50 07-May-2021 0.45 4.36
Franklin India Multi Cap Fund 4,273.12 6.27 NA NA 1.08 29-Jul-2024 -0.76 4.73
Bajaj Finserv Multi Cap Fund 1,076.84 6.03 NA NA 11.57 27-Feb-2025 -0.61 4.33
Canara Robeco Multi Cap Fund 4,679.32 5.54 NA NA 13.80 28-Jul-2023 0.21 4.44
DSP Multicap Fund 2,390.59 5.07 NA NA 7.16 30-Jan-2024 -0.24 4.86
Baroda BNP Paribas Multi Cap Fund 2,860.92 4.81 17.63 16.08 15.91 12-Sep-2003 0.55 4.32
Bandhan Multi Cap Fund 2,551.67 4.25 16.18 NA 12.70 02-Dec-2021 0.43 4.22
Sundaram Multi Cap Fund 2,525.11 3.84 16.25 15.20 15.21 25-Oct-2000 0.46 4.38
Quant Multi Cap Fund 6,573.56 3.53 12.23 13.68 17.89 04-Apr-2001 0.19 4.82
HDFC Multi Cap Fund 17,561.52 3.16 17.59 NA 14.75 10-Dec-2021 0.54 4.60
SBI Multicap Fund 20,778.77 1.42 16.32 NA 13.03 08-Mar-2022 0.53 3.83
Motilal Oswal Multi Cap Fund 3,496.56 -0.74 NA NA 12.11 18-Jun-2024 -0.16 6.13
Invesco India Multicap Fund 3,550.35 -1.96 15.42 13.85 15.07 18-Mar-2008 0.36 4.74
Samco Multi Cap Fund 234.18 -5.86 NA NA -10.15 30-Oct-2024 -1.78 3.56
UTI Multi Cap Fund 1,699.88 NA NA NA 1.26 16-May-2025 -1.16 4.14
TRUSTMF Multi Cap Fund 394.14 NA NA NA 4.80 21-Jul-2025 -1.12 4.47

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:23,996.95  Up arrow
-180.70(-0.75%)
SENSEX:77,496.36  Up arrow
-482.15(-0.62%)

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Trading


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