Motilal Oswal Active Momentum Fund · Regular · Growth
NAV
₹13.6729
as of 17 Jun 2026
Expense Ratio
2.67%
AUM
₹359 Cr
Lumpsum returns (CAGR)
- 1Y
- +25.50%
- 3Y
- —
- 5Y
- —
- Since Inception
- +28.41%
SIP returns (XIRR)
- 1Y
- +33.35%
- 3Y
- —
- 5Y
- —
- Since Inception
- +32.59%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹8,713
Benchmark
₹7,486
+₹1,227 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹7,500
Invested
₹8,713
Value today
26.9%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,319
Value today
25.1%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹7,27,546
Value today
-8.1%
vs lumpsum
Direct lumpsum would have beaten STP by 8.1% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised1.20
Sharpe Ratio
+0.32
Alpha
0.45
Beta
1.09
Sortino
17.58%
Std Dev
-16.61%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Finance13.00%
- Aerospace & Defense11.00%
- Automobiles11.00%
- Capital Markets11.00%
- Pharmaceuticals & Biotechnology7.00%
- Diversified Metals6.00%
- Electrical Equipment6.00%
- Industrial Products4.00%
- Consumable Fuels4.00%
- Consumer Durables4.00%
- Ferrous Metals3.00%
- Chemicals & Petrochemicals3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Motilal Oswal Active Momentum Fund - Regular- IDCW
- 1Onesource Specialty Pharma Limited6.40%
- 2Aditya Infotech Limited5.85%
- 3Jain Resource Recycling Limited5.00%
- 4Suzlon Energy Limited4.73%
- 5Data Patterns (India) Limited4.54%
- 6Shaily Engineering Plastics Limited4.53%
- 7Anand Rathi Wealth Limited4.39%
- 8Piramal Finance Limited4.23%
- 9Multi Commodity Exchange Of India Limited4.07%
- 10Ge Vernova T&D India Limited3.98%
Investment Objective
Motilal Oswal Active Momentum Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Motilal Oswal Active Momentum Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹359 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.67%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations