| Motilal Oswal Active Momentum Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Sectoral/ Thematic | |||||
| BMSMONEY | Rank | N/A | ||||
| Rating | N/A | |||||
| Growth Option 13-03-2026 | ||||||
| NAV | ₹10.99(R) | -2.52% | ₹11.0(D) | -2.52% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | -% | -% | -% | -% | -% |
| Direct | -% | -% | -% | -% | -% | |
| Nifty 500 TRI | 7.03% | 15.05% | 12.45% | 13.56% | 14.3% | |
| SIP (XIRR) | Regular | -% | -% | -% | -% | -% |
| Direct | -% | -% | -% | -% | -% | |
| Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
| Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
| Fund AUM | ||||||
| Top Sectoral/ Thematic | |||||
|---|---|---|---|---|---|
| Fund Name | Rank | Rating | |||
| - | 1 | ||||
| Icici Prudential India Opportunities Fund | 2 | ||||
| 360 ONE Quant Fund | 3 | ||||
| SBI Comma Fund | 4 | ||||
| Aditya Birla Sun Life Special Opportunities Fund | 5 | ||||
NAV Date: 13-03-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | 10.99 |
-0.2800
|
-2.5200%
|
| Motilal Oswal Active Momentum Fund - Regular- IDCW | 10.99 |
-0.2800
|
-2.5200%
|
| Motilal Oswal Active Momentum Fund- Direct-Growth | 11.0 |
-0.2800
|
-2.5200%
|
| Motilal Oswal Active Momentum Fund- Direct-IDCW | 11.0 |
-0.2800
|
-2.5200%
|
Review Date: 13-03-2026
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
| KPIs* | Fund | Nifty 500 TRI | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -8.05 | -8.21 |
-7.84
|
-11.49 | 0.16 | 26 | 48 | Average |
| 3M Return % | -9.30 | -9.72 |
-8.77
|
-13.30 | 3.99 | 26 | 48 | Average |
| 6M Return % | -4.39 | -7.62 |
-7.72
|
-15.84 | 1.62 | 7 | 44 | Very Good |
| KPIs* | Fund | Nifty 500 TRI | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -8.04 | -8.21 | -7.78 | -11.38 | 0.30 | 28 | 49 | Average |
| 3M Return % | -9.28 | -9.72 | -8.51 | -12.95 | 4.24 | 30 | 49 | Average |
| 6M Return % | -4.34 | -7.62 | -7.20 | -15.28 | 1.99 | 9 | 45 | Very Good |
Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.
| Date | Motilal Oswal Active Momentum Fund NAV Regular Growth | Motilal Oswal Active Momentum Fund NAV Direct Growth |
|---|---|---|
| 13-03-2026 | 10.994 | 11.0048 |
| 12-03-2026 | 11.2779 | 11.2891 |
| 11-03-2026 | 11.335 | 11.3462 |
| 10-03-2026 | 11.4943 | 11.5056 |
| 09-03-2026 | 11.3337 | 11.3448 |
| 06-03-2026 | 11.5736 | 11.5848 |
| Fund Launch Date: 17/Mar/2025 |
| Fund Category: Sectoral/ Thematic |
| Investment Objective: To generate long-term capital appreciation by investing in equity and equity-related instruments using an active momentum strategy. |
| Fund Description: An open-ended equity scheme following the active momentum theme, investing in stocks exhibiting strong price and earnings momentum. |
| Fund Benchmark: Nifty 200 Momentum 30 TRI |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.