Motilal Oswal Active Momentum Fund-Reg(G)
- Equity
- Thematic Fund
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹469.06 Cr
- Expense Ratio
- 2.10%
- Riskometer
- Very High
- Category
- Thematic Fund
- Asset Type
- Equity
- Benchmark
- NIFTY 50 - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 23 Feb 2025
- ISIN
- INF247L01ES9
- Scheme Code
- AMGP
- Fund Scheme ID
- 39879
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | 4.34% | 4.34% | 51.05% | 59.96% |
| 3 Months | 5.61% | 5.61% | 22.24% | 29.25% |
| 6 Months | 24.20% | 24.20% | 48.01% | 43.17% |
| 1 Year | 26.73% | 26.73% | 26.73% | 25.12% |
| Since Inception | 27.55% | 42.96% | 29.25% | 26.34% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.00%
- Domestic Equities95.70%
- Cash & Cash Equivalents and Net Assets4.29%
- Preference Shares0.01%
Top Sectors
- Capital Goods24.51%
- Finance22.49%
- Electricals11.94%
- Healthcare9.02%
- Trading8.35%
- Plastic Products7.72%
- Others4.30%
- Non - Ferrous Metals3.43%
Holdings
Overview of fund allocations across sectors and securities
Capital Goods
Value
₹114.97 Cr
Weightage
24.51%
Finance
Value
₹105.49 Cr
Weightage
22.49%
Electricals
Value
₹56.01 Cr
Weightage
11.94%
Healthcare
Value
₹42.31 Cr
Weightage
9.02%
Trading
Value
₹39.17 Cr
Weightage
8.35%
Plastic Products
Value
₹36.21 Cr
Weightage
7.72%
Others
Value
₹20.17 Cr
Weightage
4.30%
Non - Ferrous Metals
Value
₹16.09 Cr
Weightage
3.43%
Chemicals
Value
₹15.20 Cr
Weightage
3.24%
Automobile & Ancillaries
Value
₹12.29 Cr
Weightage
2.62%
IT
Value
₹11.12 Cr
Weightage
2.37%
About
Fund Manager(s)
Mr. Ajay Khandelwal, Mr. Varun Sharma, Mr. Vishal Ashar, Mr. Bhalchandra Shinde
Launch Date
23 Feb 2025
Benchmark
NIFTY 50 - TRI
Objective
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. However, there can be no assurance that the investment objective of the scheme will be realized.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- 1% on or before 90D, Nil after 90D
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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