Motilal Oswal Active Momentum Fund- Regular- Growth
₹13.2245
₹0.14 (+1.04%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹13.2245
₹0.14 (+1.04%)
29 May 2026
AMFI: 153365
Direct · Growth
₹₹13.2405
₹0.14 (+1.04%)
29 May 2026
AMFI: 153364
Regular · IDCW
₹₹13.2250
₹0.14 (+1.04%)
29 May 2026
AMFI: 153366
Direct · IDCW
₹₹13.2403
₹0.14 (+1.04%)
29 May 2026
AMFI: 153367
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹7,000
Invested
₹8,230
Value today
29.1%
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
₹1,322
Value today
26.2%
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
₹7,29,390
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 NAVBeat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹8,230
Benchmark
₹6,995
+₹1,235 extra wealth vs the benchmark index
Backtest this SIP yourselfDirect vs Regular — ₹500/month over 1 years
Expense ratio drag on your actual returns
Direct plan
₹7,553
Regular plan
₹7,548
Direct earns ₹5 more on a ₹6K investment — 0.08% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised0.86
Sharpe Ratio
+0.23
Alpha
0.41
Beta
0.78
Sortino
17.31%
Std Dev
-16.61%
Max Drawdown
Portfolio Holdings
Top 27 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Jain Resource Recycling Limited INE0YD401026 | 5.95% |
Bharat Electronics Limited INE263A01024 | 5.27% |
Piramal Finance Limited INE202B01038 | 4.65% |
TVS Motor Company Limited INE494B01023 | 4.40% |
Coal India Limited INE522F01014 | 4.40% |
Shriram Finance Limited INE721A01047 | 4.37% |
Lupin Limited INE326A01037 | 3.99% |
Shaily Engineering Plastics Limited INE151G01028 | 3.97% |
KEI Industries Limited INE878B01027 | 3.95% |
Multi Commodity Exchange of India Limited INE745G01043 | 3.91% |
Ather Energy Limited INE0LEZ01016 | 3.91% |
GE Vernova T&D India Limited INE200A01026 | 3.88% |
Anand Rathi Wealth Limited INE463V01026 | 3.69% |
Muthoot Finance Limited INE414G01012 | 3.69% |
Data Patterns (India) Limited INE0IX101010 | 3.53% |
Billionbrains Garage Ventures Ltd INE0HOQ01053 | 3.41% |
Torrent Pharmaceuticals Limited INE685A01028 | 3.28% |
Jindal Steel Limited INE749A01030 | 3.20% |
Eicher Motors Limited INE066A01021 | 3.14% |
Solar Industries India Limited INE343H01029 | 3.05% |
Larsen & Toubro Limited INE018A01030 | 2.98% |
Samvardhana Motherson International Limited INE775A01035 | 2.83% |
Zen Technologies Limited INE251B01027 | 2.68% |
Fractal Analytics Ltd INE212S01015 | 2.55% |
Suzlon Energy Limited INE040H01021 | 1.90% |
Amagi Media Labs Limited INE121R01077 | 1.53% |
TVS Motor Company Limited INE494B04019 | 0.02% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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