| Motilal Oswal Active Momentum Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Sectoral/ Thematic | |||||
| BMSMONEY | Rank | N/A | ||||
| Rating | N/A | |||||
| Growth Option 24-07-2026 | ||||||
| NAV | ₹13.34(R) | -0.19% | ₹13.36(D) | -0.19% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 19.24% | -% | -% | -% | -% |
| Direct | 19.36% | -% | -% | -% | -% | |
| Nifty 500 TRI | -0.69% | 11.84% | 12.0% | 15.17% | 13.34% | |
| SIP (XIRR) | Regular | 22.48% | -% | -% | -% | -% |
| Direct | 22.61% | -% | -% | -% | -% | |
| 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: 24-07-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | 13.34 |
-0.0300
|
-0.1900%
|
| Motilal Oswal Active Momentum Fund - Regular- IDCW | 13.34 |
-0.0300
|
-0.1900%
|
| Motilal Oswal Active Momentum Fund- Direct-Growth | 13.36 |
-0.0300
|
-0.1900%
|
| Motilal Oswal Active Momentum Fund- Direct-IDCW | 13.36 |
-0.0300
|
-0.1900%
|
Review Date: 24-07-2026
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 % | -2.24 | -0.77 |
-0.42
|
-3.80 | 2.70 | 51 | 57 | Poor |
| 3M Return % | 8.55 | 1.98 |
3.71
|
-2.92 | 12.10 | 10 | 57 | Very Good |
| 6M Return % | 14.24 | 0.99 |
5.13
|
-6.46 | 28.11 | 8 | 53 | Very Good |
| 1Y Return % | 19.24 | -0.69 |
3.09
|
-7.11 | 23.88 | 3 | 43 | Very Good |
| 1Y SIP Return % | 22.48 |
7.09
|
-8.11 | 36.43 | 5 | 42 | Very Good |
| KPIs* | Fund | Nifty 500 TRI | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -2.23 | -0.77 | -0.31 | -3.68 | 2.84 | 53 | 59 | Poor |
| 3M Return % | 8.58 | 1.98 | 3.92 | -2.54 | 12.58 | 10 | 59 | Very Good |
| 6M Return % | 14.30 | 0.99 | 5.59 | -5.73 | 28.71 | 9 | 54 | Very Good |
| 1Y Return % | 19.36 | -0.69 | 4.20 | -6.21 | 25.15 | 3 | 44 | Very Good |
| 1Y SIP Return % | 22.61 | 8.49 | -5.67 | 37.74 | 5 | 41 | 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 |
|---|---|---|
| 24-07-2026 | 13.3414 | 13.3598 |
| 23-07-2026 | 13.3673 | 13.3856 |
| 22-07-2026 | 13.5231 | 13.5416 |
| 21-07-2026 | 13.6167 | 13.6352 |
| 20-07-2026 | 13.5092 | 13.5276 |
| 17-07-2026 | 13.506 | 13.5242 |
| 16-07-2026 | 13.5791 | 13.5974 |
| 15-07-2026 | 13.5904 | 13.6087 |
| 14-07-2026 | 13.5389 | 13.5571 |
| 13-07-2026 | 13.6103 | 13.6285 |
| 10-07-2026 | 13.6758 | 13.694 |
| 09-07-2026 | 13.5423 | 13.5603 |
| 08-07-2026 | 13.3254 | 13.3431 |
| 07-07-2026 | 13.4889 | 13.5068 |
| 06-07-2026 | 13.6991 | 13.7172 |
| 03-07-2026 | 13.6594 | 13.6773 |
| 02-07-2026 | 13.7404 | 13.7584 |
| 01-07-2026 | 13.7269 | 13.7448 |
| 30-06-2026 | 13.752 | 13.7699 |
| 29-06-2026 | 13.6386 | 13.6563 |
| 25-06-2026 | 13.598 | 13.6155 |
| 24-06-2026 | 13.6474 | 13.665 |
| 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.