Motilal Oswal Active Momentum Fund- Regular- Growth

Fund House: Motilal Oswal Mutual Fund
Category: Equity: Thematic-Active-Momentum
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: -

11.206

11.89%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 - - - - -
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 -1.69 - - - -
Quant Momentum Fund - Growth Option - Regular Plan 20-11-2023 -7.49 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.0%

Others

8.59%

Large Cap

22.4%

Mid Cap

40.02%

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