| Motilal Oswal Active Momentum Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Sectoral/ Thematic | |||||
| BMSMONEY | Rank | N/A | ||||
| Rating | N/A | |||||
| Growth Option 27-04-2026 | ||||||
| NAV | ₹12.36(R) | +0.53% | ₹12.37(D) | +0.53% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 24.41% | -% | -% | -% | -% |
| Direct | 24.53% | -% | -% | -% | -% | |
| Nifty 500 TRI | 4.25% | 15.93% | 14.19% | 14.2% | 14.32% | |
| SIP (XIRR) | Regular | 18.27% | -% | -% | -% | -% |
| Direct | 18.39% | -% | -% | -% | -% | |
| Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
| Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
| Fund AUM | ||||||
NAV Date: 27-04-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | 12.36 |
0.0700
|
0.5300%
|
| Motilal Oswal Active Momentum Fund - Regular- IDCW | 12.36 |
0.0600
|
0.5300%
|
| Motilal Oswal Active Momentum Fund- Direct-Growth | 12.37 |
0.0700
|
0.5300%
|
| Motilal Oswal Active Momentum Fund- Direct-IDCW | 12.37 |
0.0700
|
0.5300%
|
Review Date: 27-04-2026
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 % | 13.11 | 8.59 |
9.58
|
4.50 | 21.71 | 6 | 50 | Very Good |
| 3M Return % | 5.80 | 0.13 |
2.43
|
-4.86 | 19.15 | 9 | 50 | Very Good |
| 6M Return % | 1.11 | -4.06 |
-1.82
|
-8.67 | 9.10 | 10 | 49 | Very Good |
| 1Y Return % | 24.41 | 4.25 |
6.88
|
-6.71 | 28.14 | 3 | 39 | Very Good |
| 1Y SIP Return % | 18.27 |
4.32
|
-9.36 | 24.94 | 7 | 38 | Very Good |
| KPIs* | Fund | Nifty 500 TRI | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | 13.12 | 8.59 | 9.63 | 4.63 | 21.86 | 7 | 51 | Very Good |
| 3M Return % | 5.83 | 0.13 | 2.63 | -4.55 | 19.58 | 9 | 51 | Very Good |
| 6M Return % | 1.16 | -4.06 | -1.32 | -7.91 | 9.65 | 11 | 50 | Very Good |
| 1Y Return % | 24.53 | 4.25 | 8.07 | -5.41 | 29.50 | 3 | 40 | Very Good |
| 1Y SIP Return % | 18.39 | 5.48 | -7.82 | 26.17 | 7 | 38 | 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 |
|---|---|---|
| 27-04-2026 | 12.3556 | 12.3694 |
| 24-04-2026 | 12.2906 | 12.3042 |
| 23-04-2026 | 12.2877 | 12.3013 |
| 22-04-2026 | 12.1224 | 12.1357 |
| 21-04-2026 | 11.991 | 12.0042 |
| 20-04-2026 | 11.8669 | 11.8799 |
| 17-04-2026 | 11.9019 | 11.9148 |
| 16-04-2026 | 11.7555 | 11.7682 |
| 15-04-2026 | 11.7675 | 11.7802 |
| 13-04-2026 | 11.584 | 11.5965 |
| 10-04-2026 | 11.5587 | 11.571 |
| 09-04-2026 | 11.3922 | 11.4043 |
| 08-04-2026 | 11.3143 | 11.3263 |
| 07-04-2026 | 10.9822 | 10.9939 |
| 06-04-2026 | 10.9854 | 10.997 |
| 02-04-2026 | 10.8683 | 10.8797 |
| 01-04-2026 | 10.9135 | 10.9249 |
| 30-03-2026 | 10.6759 | 10.6869 |
| 27-03-2026 | 10.9233 | 10.9345 |
| 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.