Motilal Oswal Active Momentum Fund · Regular · Growth
NAV
₹14.4552
as of 30 Sept 2026
Expense Ratio
3.31%
AUM
₹477 Cr
Lumpsum returns (CAGR)
- 1Y
- +29.05%
- 3Y
- —
- 5Y
- —
- Since Inception
- +27.06%
SIP returns (XIRR)
- 1Y
- +31.34%
- 3Y
- —
- 5Y
- —
- Since Inception
- +29.25%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised1.61
Sharpe Ratio
+0.35
Alpha
0.27
Beta
1.51
Sortino
16.31%
Std Dev
-16.61%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Consumer Durables19.23%
- Electrical Equipment15.96%
- Industrial Manufacturing5.83%
- Financial Technology (Fintech)5.56%
- Industrial Products4.71%
- Construction4.67%
- Pharmaceuticals & Biotechnology4.62%
- Telecom - Equipment & Accessories4.58%
- Commercial Services & Supplies4.33%
- Automobiles3.97%
- Healthcare Services3.70%
- Aerospace & Defense3.59%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Diamond Power Infrastructure Ltd.7.37%
- 2Sky Gold And Diamonds Limited6.35%
- 3Kalyan Jewellers India Limited6.03%
- 4One 97 Communications Limited5.56%
- 5Mtar Technologies Limited5.48%
- 6Garware Hi-Tech Films Limited4.71%
- 7Cemindia Projects Ltd4.67%
- 8Sterlite Technologies Limited4.58%
- 9Redington Limited4.33%
- 10Ola Electric Mobility Ltd3.97%
What this fund does
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 ₹477 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.31%.