Motilal Oswal Active Momentum Fund- Regular- Growth
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
Fund22.13%
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
Fund25.21%
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 | Ola Electric Mobility Ltd | 48.84 | 6.46% |
| 2 | InterGlobe Aviation Limited | 46.35 | 6.13% |
| 3 | Sterlite Technologies Limited | 44.55 | 5.89% |
| 4 | Garware Hi-Tech Films Limited | 37.63 | 4.98% |
| 5 | Aditya Infotech Limited | 36.32 | 4.80% |
| 6 | Navin Fluorine International Limited | 34.64 | 4.58% |
| 7 | Anand Rathi Wealth Limited | 29.34 | 3.88% |
| 8 | Acutaas Chemicals Limited | 27.84 | 3.68% |
| 9 | GE Vernova T&D India Limited | 27.31 | 3.61% |
| 10 | Nephrocare Health Services Ltd | 26.20 | 3.46% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67662 | +12.8% | +27.2% |
| SI | 07 Apr, 25 | 80000 | 94142 | +17.7% | +27.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.21 L. | +21.2% | N/A |
| SI | 21 Mar, 25 | 1 L. | 1.35 L. | +34.9% | +25.2% |
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.