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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on Jun-10-2026

Motilal Oswal Active Momentum Fund(G)-Direct Plan

Top 10 Holdings
Company
(%)
Sterlite Technologies Ltd.
8.30
Aditya Infotech Ltd.
6.16
Onesource Specialty Pharma Ltd.
5.66
Shaily Engineering Plastics Ltd.
4.50
Suzlon Energy Ltd.
4.09
GE Vernova T&D India Ltd.
3.87
Data Patterns (India) Ltd.
3.80
KEI Industries Ltd.
3.63
Anand Rathi Wealth Ltd.
3.55
Piramal Finance Ltd.
3.44
Top 10 Sectors
Sectors
(%)
Electric Equipment
14.73
Cable
11.94
Pharmaceuticals & Drugs
9.02
Trading
8.35
Plastic Products
7.72
Finance - Asset Management
6.31
Finance - Others
6.19
Defence
3.80
Finance - Housing
3.44
Metal - Non Ferrous
3.43
Asset Allocation
Market Cap Allocation
  Scheme Benchmark ()
Large-Cap 12.10 NA
Mid-Cap 31.19 NA
Small-Cap 50.04 NA

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 08/05/25
to 08/05/26
32.59NA
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 21/03/25
to 23/03/26
7.13NA
Ratios
Standard Deviation[%] 19.97
Sharpe Ratio [%] 0.33
Turnover Ratio [%] 3.25
Modified Duration
YTM
Riskometer
very high risk

Investors understand that their principal will be at very high risk

Fund Details
Category
Thematic Fund
Inception Date (Regular Plan)
17-Mar-25
Inception Date (Direct Plan)
17-Mar-25
Expense Ratio (Direct Plan) %
2.37
Expense Ratio (Regular Plan) %
2.47
Investing Style
Mid Growth
Fund Manager
Ajay Khandelwal,Varun Sharma,Vishal Ashar
Scheme Benchmark
NIFTY 500 - TRI
AUM (Rs. in Cr.)
469.06
Fund Objective

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. However, there can be no assurance that the investment objective of the scheme will be realized.

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Motilal Oswal Active Momentum Fund(G)-Direct Plan NIFTY 500 - TRI

Performance Comparison with similar Schemes and Benchmark