Motilal Oswal Active Momentum Fund Regular-IDCW Payout

Fund Details

NAV 13.6577

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.23

Fund Size(in Crores) 395.56

Fund Performance

1 Month 9.52%

3 Month 17.15%

6 Month 11.43%

1 Year 24.57%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.61%) Market Cap Large Cap 35.7 Mid Cap 32.24 Small Cap 30.67 Top Sectors Financial 23.16 Capital Goods 20.13 Healthcare 12.44 Metals & Mining 7.93 Services 5.95 Communication 5.85 Technology 5.8 Materials 4.53 Automobile 3.75 Unclassified 3.34 Chemicals 3.25 Energy 2.49 Top Holding Aditya Infotech 5.85 Anand Rathi Wealth 4.39 Bharat Electronics 2.9 Billionbrains Garage Ventures 3.69 Data Patterns (India) 4.54 Eternal 1.88 Fractal Analytics 2.63 GE Vernova T&D 3.98 ICICI Prudential Asset Management Company 3.34 Jain Resource Recycling 5 Jindal Steel 2.94 Kei Industries 3.97 Lupin 3.32 MCX 4.07 Muthoot Finance 3.81 Nippon Life India Asset Management 3.57 Onesource Specialty Pharma 6.4 Piramal Finance 4.23 Premier Energies 2.49 Samvardhana Motherson 3.73 Shaily Eng Plastics 4.53 Shriram Finance 3.46 Solar Industries India 3.25 Suzlon Energy 4.73 Torrent Pharmaceuticals 2.72 TVS Motor Company - Pref. Shares 0.02 Zen Technologies 3.17

Debt & Others (1.39%) Sector Allocation Net Receivables 0 Reverse Repo/CBLO 1.39 Debt Credit Ratings Debt Category Others 1.39

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-Growth Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-IDCW Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%

Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular-Growth Ret 1M -2.43% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.47%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Vishal Ashar

Education Mr. Ashar has done MBA in Finance

Experience Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan

Varun Sharma

Education Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.

Experience Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Bhalchandra Shinde

Education Mr. Shinde has done M.M.S Finance & B.E. Mechanical

Experience Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking

Ajay Khandelwal

Education Mr. Khandelwal is MBA & Bachelor of Engineering.

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 18

Date of Incorporation 2025-03-17

Total AUM 143824.9

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.