Motilal Oswal Active Momentum Fund - Regular- IDCW
Expense Ratio: 2.65
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 24-02-2025
Exit Load: Nil
Fund Size:₹341.35 Cr
Performance
1Y
Fund21.90%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund25.93%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Vishal Ashar
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Jain Resource Recycling Limited | 19.67 | 5.95% |
| 2 | Bharat Electronics Limited | 17.42 | 5.27% |
| 3 | Piramal Finance Limited | 15.37 | 4.65% |
| 4 | TVS Motor Company Limited | 14.61 | 4.42% |
| 5 | Coal India Limited | 14.54 | 4.40% |
| 6 | Shriram Finance Limited | 14.46 | 4.37% |
| 7 | Lupin Limited | 13.18 | 3.99% |
| 8 | Shaily Engineering Plastics Limited | 13.13 | 3.97% |
| 9 | KEI Industries Limited | 13.07 | 3.95% |
| 10 | Multi Commodity Exchange of India Limited | 12.94 | 3.91% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 68012 | +13.4% | +29.1% |
| SI | 07 Apr, 25 | 80000 | 94630 | +18.3% | +28.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.22 L. | +21.9% | +21.9% |
| SI | 21 Mar, 25 | 1 L. | 1.36 L. | +35.6% | +26.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.