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Motilal Oswal Active Momentum Fund

Motilal Oswal Mutual Fund · Sectoral/ Thematic

AMFI scheme code 153364 · NAV as of 2026-10-01. Stored fund data, updated 2026-10-03T06:00:22.360000.

NAV vs benchmark

NAV: 14.37 INR per unit. Interactive history and benchmark comparisons require JavaScript.
Scoring
MF-Score 16.81
MF Green Score 86.58
MF Black Score 69.77
Avg Q-Score -10.73
Avg Technical Upside% 110.55
Avg Analyst Upside% 12.55
Returns
Ret 1M % 1.01 peer avg -4.94 · n=171 · Sectoral/ Thematic
Ret 3M % 4.43 peer avg -2.81 · n=171 · Sectoral/ Thematic
Ret 6M % 32.07 peer avg 11.01 · n=171 · Sectoral/ Thematic
Ret YTD % 16.97 peer avg -0.49 · n=171 · Sectoral/ Thematic
Ret 1Y % 25.28 peer avg 2.96 · n=171 · Sectoral/ Thematic
CAGR 3Y % β€” peer avg 12.5 · n=171 · Sectoral/ Thematic
CAGR 5Y % β€” peer avg 11.81 · n=171 · Sectoral/ Thematic
CAGR Incep % 26.6 peer avg 10.48 · n=171 · Sectoral/ Thematic
Risk
Volatility % 16.99 peer avg 15.37 · n=171 · Sectoral/ Thematic
Max Drawdown % -16.58 peer avg -26.45 · n=171 · Sectoral/ Thematic
Sharpe 1.11 peer avg 0.21 · n=171 · Sectoral/ Thematic
Sortino 1.57 peer avg 0.27 · n=171 · Sectoral/ Thematic
Beta 0.89 peer avg 0.92 · n=171 · Sectoral/ Thematic
Alpha % β€” peer avg 7.49 · n=171 · Sectoral/ Thematic
Price
NAV 14.37
Cost & Info
TER % 3.06 peer avg 1.27 · n=171 · Sectoral/ Thematic
AUM (β‚Ή cr) 1154.95 peer avg 2254.12 · n=171 · Sectoral/ Thematic
Mgr Tenure (yr) 1.6
Details
Category Sectoral/ Thematic
Fund House Motilal Oswal Mutual Fund
Broad Type Equity
Fund Manager Varun Sharma, Rakesh Shetty, Bhalchandra Shinde, Vishal Ashar, Ajay Khandelwal
Inception Mar 2025

Fund Information

BenchmarkNIFTY 500 Total Return Index
Sub-categoryThematic
Fund HouseMotilal Oswal Mutual Fund
PlanDirect
RiskVery High
Exit LoadExit load of 1%, if redeemed within 90 days.
Min Investmentβ‚Ή500
Min SIPβ‚Ή500
NAV Date01-Oct-2026
ISININF247L01EP5

Portfolio Holdings

Holdings as of 2026-08-31.

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#Holding% of Portfolio
1 Diamond Power Infrastructure LtdIndustrials 7.37%
2 Sky Gold LtdConsumer Discretionary 6.35%
3 Kalyan Jewellers India LtdConsumer Discretionary 6.03%
4 One 97 Communications LtdIndustrials 5.56%
5 MTAR Technologies LtdIndustrials 5.48%
6 Garware Hi-Tech Films LtdMaterials 4.71%
7 ITD Cementation India LtdIndustrials 4.67%
8 Sterlite Technologies LtdTechnology 4.58%
9 Redington LtdTechnology 4.33%
10 RepoUnspecified 4.24%
11 Ola Electric Mobility Ltd.Consumer Discretionary 3.97%
12 Manipal Health Enterprises LtdHealthcare 3.7%
13 Data Patterns (India) LtdIndustrials 3.59%
14 Aditya Infotech Ltd.Technology 3.56%
15 Shaily Engineering Plastics LtdMaterials 3.51%
16 Navin Fluorine International LtdMaterials 3.39%
17 BlueStone Jewellery and Lifestyle Ltd.Consumer Discretionary 3.34%
18 S.J.S Enterprises LtdConsumer Discretionary 3.33%
19 Anand Rathi Wealth LtdFinancial 3.27%
20 Apar Industries LtdDiversified 3.11%
21 Ami Organics LtdHealthcare 2.98%
22 Coforge LtdTechnology 2.89%
23 DEWAN HOUSING FINANCE CORP. LTD. EQFinancial 2.83%
24 Syrma SGS Technology LtdTechnology 2.27%
25 Onesource Specialty Pharma LtdHealthcare 1.64%
26 TVS Motor Company Ltd - Pref. SharesConsumer Discretionary 0.01%
27 Net PayablesUnspecified -0.71%