Motilal Oswal Active Momentum Fund
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments by investing through a Momentum factor-based approach for stock selection.
Growthvine rating: 2/5 — ranked #104 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹14.82 (as of 2026-09-11) |
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| AUM | ₹756 Cr |
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| Expense ratio | 1.94% |
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| Riskometer | Very High |
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| Fund manager | Ajay Khandelwal |
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| Exit load | 1% for redemption within 90 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | -16.61% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 101.2% of NIFTY Alpha 50's upside and 53.0% of its downside.
Market cap allocation
| Large cap | 15.5% |
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| Mid cap | 13.1% |
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| Small cap | 71.5% |
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Concentration
| Top 5 holdings | 29.5% |
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| Top 10 holdings | 51.1% |
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| Total holdings | 24 |
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Top holdings
- Diamond Power Infrastructure Limited — 8.2%
- Cemindia Projects Limited — 6.4%
- One 97 Communications Limited — 5.3%
- Triparty Repo — 5.3%
- GARWARE HI-TECH FILMS LIMITED — 4.9%
- InterGlobe Aviation Limited — 4.7%
- Ola Electric Mobility Limited — 4.6%
- Adani Enterprises Ltd. — 4.4%
- Sterlite Technologies Limited. — 4.3%
- Data Patterns (India) Limited — 4.2%
Top sectors
- Electricals — 12.3%
- Industrial Products — 11.6%
- Automobile — 8.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 20.6% | Q1 (Top) | #5 of 167 |