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Motilal Oswal Active Momentum Fund - Reg (G)

11-Sep-2026 | 12:00 AM

  • AUM ( Cr) : 1,155
  • Inception Date : 17-Mar-2025
  • Category : Thematic Fund

arrow top 14.8170 0.12(0.83%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()500
52-Week High/Low(rupee)14.817 (11-Sep-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 inception148,170
Fund ManagerAjay KhandelwalExpense Ratio(%)3.46

Portfolio Indicators

Portfolio P/E 70.64 times Portfolio P/B 12.68 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 1.04

Risk Factors

Jenson's Alpha 19.04 Standard Deviation 5.90
Beta 1.10 Sharpe 1.13
R-Squared 0.78 Treynor Factor 0.11

Company Top 5 Holdings

Company Asset Quantity Holdings (%)
Diamond Power Equity 2449976 7.37
Sky Gold & Diam. Equity 908336 6.35
Kalyan Jewellers Equity 1159600 6.03
One 97 Equity 373870 5.56
MTAR Technologie Equity 89835 5.48

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Diamond, Gems and Jewellery 2,539,939.00 16.30
Cables 3,176,393.00 12.39
Aerospace & Defence 181,517.00 9.40
Finance 313,623.00 6.33
Electronics 297,514.00 6.04

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) 20.62 12.34 30.72 30.54 NA NA NA 30.25

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 20.72 3.91 NA -12.22 1,154.95
2025 22.84 4.75 NA 8.55 354.33

Quarterly Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
Sep-2025 0.41 -0.94 -3.41 -4.10 168.70
Dec-2025 7.16 2.13 4.24 5.23 354.33
Jun-2026 26.01 12.95 10.21 4.57 756.31
Mar-2026 -13.03 -12.49 -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.
TRUSTMF Multi Cap Fund 809.54 17.52 NA NA 16.79 21-Jul-2025 0.74 5.35
Groww Multicap Fund 1,476.14 17.15 NA NA 12.18 17-Dec-2024 0.48 5.99
Mahindra Manulife Multi Cap Fund 7,662.34 13.06 15.23 14.85 15.93 11-May-2017 0.73 4.76
ITI Multi Cap Fund 1,542.80 11.69 14.94 12.47 14.09 15-May-2019 0.69 5.03
Bank of India Multi Cap Fund 1,335.04 11.67 15.66 NA 21.38 03-Mar-2023 0.78 4.70
Union Multicap Fund 1,561.67 10.30 13.16 NA 16.30 19-Dec-2022 0.66 4.47
AXIS Multicap Fund 11,984.67 10.22 18.10 NA 15.56 17-Dec-2021 0.90 4.58
Bajaj Finserv Multi Cap Fund 1,630.02 9.26 NA NA 13.85 27-Feb-2025 0.53 4.73
Aditya Birla SL Multi-Cap Fund 7,531.29 9.10 13.00 12.04 15.33 07-May-2021 0.61 4.62
LIC MF Multi Cap Fund 2,253.92 8.83 15.69 NA 17.29 31-Oct-2022 0.73 5.10
HSBC Multi Cap Fund 6,502.58 7.98 16.20 NA 21.58 30-Jan-2023 0.77 5.03
Motilal Oswal Multi Cap Fund 4,676.55 7.53 NA NA 20.34 18-Jun-2024 0.63 6.40
ICICI Pru Multi Cap Fund 19,537.64 7.41 14.32 14.15 14.91 01-Oct-1994 0.75 4.52
Quant Multi Cap Fund 7,724.57 7.21 8.09 10.72 17.90 04-Apr-2001 0.32 5.23
PGIM India Multi Cap Fund 467.85 6.82 NA NA 3.19 10-Sep-2024 -0.02 4.80
WhiteOak Capital Multi Cap Fund 4,384.77 6.50 NA NA 17.50 22-Sep-2023 0.85 4.42
Tata Multicap Fund 3,575.98 6.24 8.06 NA 12.12 02-Feb-2023 0.36 4.49
Franklin India Multi Cap Fund 5,262.39 6.16 NA NA 4.76 29-Jul-2024 0.04 4.96
Edelweiss Multi Cap Fund 3,550.33 5.60 NA NA 17.05 25-Oct-2023 0.77 4.86
Kotak Multi Cap Fund 30,529.10 4.22 14.62 NA 15.01 29-Sep-2021 0.69 5.03
UTI Multi Cap Fund 2,177.65 2.75 NA NA 4.83 16-May-2025 0.11 4.38
Baroda BNP Paribas Multi Cap Fund 3,492.89 2.36 13.00 12.14 15.82 12-Sep-2003 0.64 4.53
Sundaram Multi Cap Fund 3,069.63 2.20 11.54 11.48 15.24 25-Oct-2000 0.56 4.55
Mirae Asset Multicap Fund 5,619.19 2.11 11.66 NA 13.44 21-Aug-2023 0.56 4.65
Invesco India Multi Cap Fund 4,529.00 2.04 12.06 10.98 15.31 18-Mar-2008 0.54 4.99
Canara Robeco Multi Cap Fund 5,951.14 1.50 12.43 NA 13.46 28-Jul-2023 0.62 4.43
SBI Multicap Fund 24,524.75 0.51 11.67 NA 12.75 08-Mar-2022 0.60 4.05
Bandhan Multi Cap Fund 3,074.12 0.35 10.43 NA 12.10 02-Dec-2021 0.50 4.48
DSP Multi Cap Fund 3,024.92 -1.31 NA NA 7.52 30-Jan-2024 0.27 4.93
Nippon India Multi Cap Fund 56,297.62 -1.66 11.39 16.04 17.12 28-Mar-2005 0.56 4.41
HDFC Multi Cap Fund 20,649.14 -2.39 9.83 NA 13.81 10-Dec-2021 0.46 4.64
Samco Multi Cap Fund 230.12 -3.10 NA NA -5.10 30-Oct-2024 -0.70 3.77

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:23,398.10  Up arrow
-79.70(-0.34%)
SENSEX:74,902.59  Up arrow
-120.83(-0.16%)

Product

Trading


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