| Motilal Oswal Active Momentum Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Sectoral/ Thematic | |||||
| BMSMONEY | Rank | N/A | ||||
| Rating | N/A | |||||
| Growth Option 09-09-2026 | ||||||
| NAV | ₹14.61(R) | -0.24% | ₹14.64(D) | -0.24% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 29.95% | -% | -% | -% | -% |
| Direct | 30.08% | -% | -% | -% | -% | |
| Nifty 500 TRI | 0.95% | 10.2% | 10.23% | 15.53% | 12.94% | |
| SIP (XIRR) | Regular | 36.87% | -% | -% | -% | -% |
| Direct | 37.01% | -% | -% | -% | -% | |
| 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: 09-09-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | 14.61 |
-0.0300
|
-0.2400%
|
| Motilal Oswal Active Momentum Fund - Regular- IDCW | 14.61 |
-0.0300
|
-0.2400%
|
| Motilal Oswal Active Momentum Fund- Direct-Growth | 14.64 |
-0.0300
|
-0.2400%
|
| Motilal Oswal Active Momentum Fund- Direct-IDCW | 14.64 |
-0.0300
|
-0.2400%
|
Review Date: 09-09-2026
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 % | 3.62 | -3.26 |
-1.54
|
-6.16 | 7.64 | 5 | 59 | Very Good |
| 3M Return % | 6.77 | 3.11 |
5.56
|
-2.52 | 16.36 | 21 | 57 | Good |
| 6M Return % | 28.94 | 4.77 |
10.92
|
-4.44 | 37.98 | 4 | 57 | Very Good |
| 1Y Return % | 29.95 | 0.95 |
7.17
|
-8.02 | 34.47 | 2 | 47 | Very Good |
| 1Y SIP Return % | 36.87 |
11.55
|
-9.07 | 44.25 | 4 | 46 | Very Good |
| KPIs* | Fund | Nifty 500 TRI | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | 3.63 | -3.26 | -1.54 | -6.04 | 7.77 | 5 | 61 | Very Good |
| 3M Return % | 6.80 | 3.11 | 5.76 | -2.14 | 16.62 | 22 | 59 | Good |
| 6M Return % | 29.01 | 4.77 | 11.24 | -3.68 | 38.85 | 4 | 59 | Very Good |
| 1Y Return % | 30.08 | 0.95 | 8.12 | -6.90 | 35.80 | 2 | 48 | Very Good |
| 1Y SIP Return % | 37.01 | 12.12 | -7.62 | 45.61 | 4 | 48 | 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 |
|---|---|---|
| 09-09-2026 | 14.6138 | 14.6359 |
| 08-09-2026 | 14.6485 | 14.6706 |
| 07-09-2026 | 14.4739 | 14.4957 |
| 04-09-2026 | 14.2958 | 14.3172 |
| 03-09-2026 | 14.1493 | 14.1704 |
| 02-09-2026 | 14.0787 | 14.0996 |
| 01-09-2026 | 14.2038 | 14.2249 |
| 31-08-2026 | 14.3982 | 14.4196 |
| 28-08-2026 | 14.4141 | 14.4353 |
| 27-08-2026 | 14.3968 | 14.418 |
| 26-08-2026 | 14.3218 | 14.3428 |
| 25-08-2026 | 14.2127 | 14.2336 |
| 24-08-2026 | 14.1686 | 14.1893 |
| 18-08-2026 | 14.2141 | 14.2346 |
| 17-08-2026 | 14.1299 | 14.1503 |
| 14-08-2026 | 14.1789 | 14.1993 |
| 13-08-2026 | 14.2188 | 14.2391 |
| 12-08-2026 | 14.272 | 14.2924 |
| 11-08-2026 | 14.1308 | 14.151 |
| 10-08-2026 | 14.103 | 14.123 |
| 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.