| Category: Equity: Thematic-Active-Momentum |
| Launch Date: 08-07-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.86% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,917.99 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 1.42% | Exit Load: • 1% of applicable Net Asset Value - If the amount sought to be redeemed or switched out within 12 months from allotment. • NIL - If the amount sought to be redeemed or switched out more than 12 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To generate long-term capital appreciation by investing in Equity & Equity related instruments of companies reflecting momentum factors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| ICICI Prudential Active Momentum Fund - Growth | 08-07-2025 | - | - | - | - | - |
| Motilal Oswal Active Momentum Fund- Regular- Growth | 17-03-2025 | 24.29 | - | - | - | - |
| Union Active Momentum Fund - Regular Plan - Growth Option | 19-12-2024 | 9.0 | - | - | - | - |
| Nippon India Active Momentum Fund - Regular Plan- Growth Option | 28-02-2025 | 5.91 | - | - | - | - |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 1.61 | 2.31 | - | - | - |
Small Cap
7.59%
Others
12.85%
Large Cap
58.31%
Mid Cap
21.25%