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MF SCHEME PROFILE

YOU ARE ON :

Motilal Oswal Active Momentum Fund - Reg (G)

12-Jun-2026 | 12:00 AM

  • AUM ( Cr) : 469
  • Inception Date : 17-Mar-2025
  • Category : Sectoral / Thematic

arrow top 13.4366 0.25(1.88%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()500
52-Week High/Low(rupee)13.6874 (09-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 inception134,366
Fund ManagerAjay KhandelwalExpense Ratio(%)2.47

Portfolio Indicators

Portfolio P/E 58.93 times Portfolio P/B 13.44 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 3.23

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 (%)
Sterlite Tech. Equity 726417 8.30
Aditya Infotech Equity 99585 6.16
OneSource Speci. Equity 145588 5.66
Shaily Engineer. Equity 70683 4.50
Net CA & Others Net CA & Others 0 4.32

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Capital Goods - Electrical Equipment 3,826,761.00 18.40
Finance 356,137.00 17.18
Cables 758,776.00 12.47
Aerospace & Defence 70,856.00 10.60
Pharmaceuticals 195,892.00 9.43

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) 9.38 19.14 10.95 24.58 NA NA NA 26.94

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 9.47 -0.93 NA -11.34 469.06
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 489.24 12.32 NA NA 8.05 17-Dec-2024 -0.49 5.54
Bank of India Multi Cap Fund 1,074.39 6.74 19.09 NA 21.31 03-Mar-2023 0.74 4.48
Union Multicap Fund 1,329.16 6.29 15.82 NA 15.22 19-Dec-2022 0.58 4.30
Tata Multicap Fund 3,215.71 6.04 11.68 NA 12.64 02-Feb-2023 0.24 4.23
ITI Multi Cap Fund 1,364.64 5.68 17.91 11.42 13.64 15-May-2019 0.58 4.72
Mahindra Manulife Multi Cap Fund 6,438.60 4.75 18.22 15.34 15.34 11-May-2017 0.64 4.55
ICICI Pru Multicap Fund 16,997.42 4.38 18.15 15.64 14.94 01-Oct-1994 0.65 4.13
HSBC Multi Cap Fund 5,500.08 4.34 19.90 NA 21.21 30-Jan-2023 0.70 4.75
Kotak Multicap Fund 25,768.71 4.11 19.79 NA 15.16 29-Sep-2021 0.76 4.87
PGIM India Multi Cap Fund 417.94 3.45 NA NA -0.63 10-Sep-2024 -0.98 4.47
WhiteOak Capital Multi Cap Fund 3,421.36 3.28 NA NA 16.58 22-Sep-2023 0.39 4.41
LIC MF Multi Cap Fund 1,849.35 3.10 18.28 NA 16.60 31-Oct-2022 0.56 4.87
Franklin India Multi Cap Fund 4,826.30 2.85 NA NA 1.42 29-Jul-2024 -0.76 4.73
AXIS Multicap Fund 9,656.66 2.79 19.16 NA 14.04 17-Dec-2021 0.77 4.39
Bajaj Finserv Multi Cap Fund 1,251.03 2.56 NA NA 11.49 27-Feb-2025 -0.61 4.33
Aditya Birla SL Multi-Cap Fund 6,640.62 2.49 14.22 12.85 14.31 07-May-2021 0.45 4.36
Edelweiss Multi Cap Fund 3,200.29 1.85 NA NA 16.92 25-Oct-2023 0.37 4.94
Quant Multi Cap Fund 7,466.00 1.48 12.08 11.98 17.93 04-Apr-2001 0.19 4.82
Baroda BNP Paribas Multi Cap Fund 3,218.97 1.05 15.58 14.44 15.84 12-Sep-2003 0.55 4.32
Mirae Asset Multicap Fund 4,954.25 -0.28 NA NA 12.97 21-Aug-2023 0.17 4.66
Bandhan Multi Cap Fund 2,877.02 -0.51 14.00 NA 12.34 02-Dec-2021 0.43 4.22
Nippon India Multi Cap Fund 52,634.04 -1.02 17.06 18.72 17.26 28-Mar-2005 0.70 4.33
UTI Multi Cap Fund 1,930.96 -1.14 NA NA 0.45 16-May-2025 -1.16 4.14
DSP Multicap Fund 2,730.90 -1.28 NA NA 7.42 30-Jan-2024 -0.24 4.86
Canara Robeco Multi Cap Fund 5,229.32 -1.81 NA NA 12.77 28-Jul-2023 0.21 4.44
SBI Multicap Fund 23,118.94 -1.88 14.05 NA 12.50 08-Mar-2022 0.53 3.83
Sundaram Multi Cap Fund 2,806.71 -1.98 13.95 12.84 15.08 25-Oct-2000 0.46 4.38
Motilal Oswal Multi Cap Fund 3,993.91 -3.82 NA NA 12.93 18-Jun-2024 -0.16 6.13
HDFC Multi Cap Fund 19,557.57 -3.85 14.17 NA 13.96 10-Dec-2021 0.54 4.60
Invesco India Multicap Fund 3,995.40 -6.11 13.58 11.39 15.03 18-Mar-2008 0.36 4.74
Samco Multi Cap Fund 247.74 -12.20 NA NA -10.09 30-Oct-2024 -1.78 3.56
TRUSTMF Multi Cap Fund 478.46 NA NA NA 8.70 21-Jul-2025 -1.12 4.47

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:23,622.90  Up arrow
461.30(1.99%)
SENSEX:73,832.55  Up arrow
1,695.40(2.30%)

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