How to check the XIRR of Motilal Oswal Active Momentum Fund - Regular- IDCW?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Active Momentum Fund - Regular- IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Active Momentum Fund - Regular- IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Active Momentum Fund - Regular- IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Active Momentum Fund - Regular- IDCW

Motilal Oswal Mutual Fund

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

Fund22.13%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Ola Electric Mobility Ltd	Equity	Listed	Small Cap	Automobiles	48.84	6.46%
2	InterGlobe Aviation Limited	Equity	Listed	Large Cap	Transport Services	46.35	6.13%
3	Sterlite Technologies Limited	Equity	Listed	Small Cap	Telecom - Equipment & Accessories	44.55	5.89%
4	Garware Hi-Tech Films Limited	Equity	Listed	Small Cap	Industrial Products	37.63	4.98%
5	Aditya Infotech Limited	Equity	Listed	Small Cap	Industrial Manufacturing	36.32	4.80%
6	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	34.64	4.58%
7	Anand Rathi Wealth Limited	Equity	Listed	Small Cap	Capital Markets	29.34	3.88%
8	Acutaas Chemicals Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	27.84	3.68%
9	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	27.31	3.61%
10	Nephrocare Health Services Ltd	Equity	Listed	Small Cap	Healthcare Services	26.20	3.46%

Similar Funds

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NAV / Fund Size

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Fund Details

SBI BSE Sensex ETF

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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NAV / Fund Size

₹40.54₹13,124.62 Cr

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Fund Details

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Motilal Oswal Mutual Fund

Expense Ratio: 1.69

NAV / Fund Size

₹35.84₹15,130.53 Cr

Incep: 27-09-2019

Large & Mid Cap FundVery High RiskEquity

6.53%

10.75%

21.56%

19.04%

20.43%

Fund Details

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

NAV / Fund Size₹35.84₹15,130.53 Cr

Large & Mid Cap FundVery High RiskEquity

6.53%

10.75%

21.56%

19.04%

20.43%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	67662	+12.8%	+27.2%
SI	07 Apr, 25	80000	94144	+17.7%	+27.3%

Lumpsum Returns

Amount (₹)

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.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.