| Motilal Oswal Active Momentum Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Sectoral/ Thematic | |||||
| BMSMONEY | Rank | N/A | ||||
| Rating | N/A | |||||
| Growth Option 23-10-2026 | ||||||
| NAV | ₹13.5(R) | -2.08% | ₹13.52(D) | -2.08% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 11.04% | -% | -% | -% | -% |
| Direct | 11.15% | -% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | 13.86% | -% | -% | -% | -% |
| Direct | 13.98% | -% | -% | -% | -% | |
| 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: 23-10-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Regular- Growth | 13.5 |
-0.2900
|
-2.0800%
|
| Motilal Oswal Active Momentum Fund - Regular- IDCW | 13.5 |
-0.2900
|
-2.0800%
|
| Motilal Oswal Active Momentum Fund- Direct-Growth | 13.52 |
-0.2900
|
-2.0800%
|
| Motilal Oswal Active Momentum Fund- Direct-IDCW | 13.52 |
-0.2900
|
-2.0800%
|
Review Date: 23-10-2026
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -8.15 | -6.54 |
-7.99
|
-12.49 | -3.53 | 30 | 59 | Good |
| 3M Return % | 1.01 | -6.53 |
-5.79
|
-13.28 | 1.64 | 3 | 57 | Very Good |
| 6M Return % | 9.89 | -5.44 |
-2.89
|
-14.41 | 10.95 | 3 | 57 | Very Good |
| 1Y Return % | 11.04 | -8.97 |
-4.42
|
-14.01 | 11.04 | 1 | 50 | Very Good |
| 1Y SIP Return % | 13.86 |
-6.04
|
-25.04 | 13.86 | 1 | 49 | Very Good |
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -8.15 | -6.54 | -7.85 | -12.40 | -3.43 | 32 | 61 | Good |
| 3M Return % | 1.04 | -6.53 | -5.57 | -12.95 | 1.67 | 3 | 59 | Very Good |
| 6M Return % | 9.94 | -5.44 | -2.47 | -13.75 | 11.64 | 3 | 59 | Very Good |
| 1Y Return % | 11.15 | -8.97 | -3.49 | -13.63 | 12.17 | 3 | 51 | Very Good |
| 1Y SIP Return % | 13.98 | -5.16 | -23.83 | 13.98 | 1 | 50 | 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 |
|---|---|---|
| 23-10-2026 | 13.5026 | 13.5246 |
| 22-10-2026 | 13.7895 | 13.8121 |
| 21-10-2026 | 13.9387 | 13.9615 |
| 19-10-2026 | 14.2502 | 14.2733 |
| 16-10-2026 | 14.4316 | 14.455 |
| 15-10-2026 | 14.5017 | 14.5251 |
| 14-10-2026 | 14.7683 | 14.7921 |
| 13-10-2026 | 14.8163 | 14.8401 |
| 12-10-2026 | 14.7995 | 14.8232 |
| 09-10-2026 | 14.6038 | 14.6271 |
| 08-10-2026 | 14.4622 | 14.4852 |
| 07-10-2026 | 14.6928 | 14.7161 |
| 06-10-2026 | 14.6463 | 14.6695 |
| 05-10-2026 | 14.4932 | 14.5162 |
| 01-10-2026 | 14.3458 | 14.3684 |
| 30-09-2026 | 14.4552 | 14.4779 |
| 29-09-2026 | 14.4515 | 14.4741 |
| 28-09-2026 | 14.2268 | 14.2491 |
| 25-09-2026 | 14.4355 | 14.458 |
| 24-09-2026 | 14.5203 | 14.5428 |
| 23-09-2026 | 14.7014 | 14.7242 |
| 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.