Motilal Oswal Active Momentum Fund- Regular- Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 17-03-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.68% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 67.37 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - |
10.7965
0.01 (0.0982%)
7.81%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | 17-03-2025 | - | - | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 17.01 | - | - | - | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 16.3 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.05 | 22.88 | 22.78 | 27.11 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 12.21 | 58.43 | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 11.86 | 26.5 | 23.75 | 26.87 | 14.51 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 11.33 | 27.91 | 27.38 | 32.21 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 9.19 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.62 | 21.34 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.82 | 26.39 | 25.18 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.0%
Others
8.59%
Large Cap
22.4%
Mid Cap
40.02%
