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 #95 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹13.79 (as of 2026-10-22) |
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| AUM | ₹1,364 Cr |
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| Expense ratio | 1.84% |
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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 42.7% of its downside.
Market cap allocation
| Large cap | 0.0% |
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| Mid cap | 19.0% |
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| Small cap | 81.0% |
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Concentration
| Top 5 holdings | 26.4% |
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| Top 10 holdings | 47.0% |
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| Total holdings | 26 |
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Top holdings
- Triparty Repo — 9.1%
- Diamond Power Infrastructure Limited — 6.4%
- Sky Gold And Diamonds Limited — 5.4%
- MTAR Technologies Limited — 5.1%
- Sterlite Technologies Limited. — 4.8%
- Kalyan Jewellers India Limited — 4.7%
- One 97 Communications Limited — 4.6%
- Redington Limited — 4.2%
- Lalithaa Jewellery Mart Ltd — 4.0%
- GARWARE HI-TECH FILMS LIMITED — 3.9%
Top sectors
- Electricals — 16.7%
- Consumer Durables — 15.0%
- Industrial Products — 12.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 12.3% | Q1 (Top) | #4 of 167 |