Motilal Oswal Active Momentum Fund

Sectoral / ThematicEquity SEBI-regulated

NAV (Direct-Growth)

₹13.6773

As of 3 Jul 2026 · AMFI

AUM

₹469.06 Cr

Expense ratio

2.37%

1Y returns

+23.85%

3Y CAGR

—

5Y CAGR

—

Std deviation 3Y

—

In plain English

Motilal Oswal Active Momentum Fund is a Sectoral / Thematic scheme from Motilal Oswal. The portfolio is ~96% in equities. Worst historical drawdown: -17% in Mar 2026, recovered in 1 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF247L01EP5

NAV (Direct-Growth)

₹13.6773

Last 1Y

+22.47%

Jul 25Min ₹10.69 · Max ₹14.01 · 244 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-16.6%

Peak ₹12.81 on 18 Nov 2025 → trough ₹10.69 on 31 Mar 2026 (4 months down).

Recovered in 1 months· 7 May 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

2 / 5

Material concerns — review the details carefully or consider alternatives.

Expense ratio
2.37% — significantly above category norm.
AUM size
₹469 Cr.
Sector concentration
Top 3 sectors = 75.4% — heavy concentration risk.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+4.12%	+0.61%n=443	1/ 147
1M	+4.13%	+7.16%n=443	62/ 138
3M	+5.83%	+8.51%n=430	46/ 135
6M	+1.16%	+0.25%n=421	37/ 131
YTD	+0.62%	+0.78%n=428	46/ 135
1Y	+26.07%	+7.70%n=397	6/ 118

Portfolio composition

Asset allocation

Equity95.70%
Cash4.29%

By market cap

Large cap12.10%
Mid cap31.18%
Small cap22.74%
Others33.98%

Concentration

Holdings

Avg market cap

₹41.2K Cr

Top 10 stocks

47.72%

Top 5 stocks

26.52%

Top 3 sectors

75.43%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
OneSource Specialty Pharma Ltd
—6.40%
1
Jain Resource Recycling Ltd
—5.95%
2
Aditya Infotech Ltd
—5.85%
2
Bharat Electronics Ltd
—5.27%
3
Jain Resource Recycling Ltd
—5.00%
4
Suzlon Energy Ltd
—4.73%
3
Piramal Finance Ltd
—4.65%
5
Data Patterns (India) Ltd
—4.54%
6
Shaily Engineering Plastics Ltd
—4.53%
4
TVS Motor Co Ltd
—4.40%
5
Coal India Ltd
—4.40%
7
Anand Rathi Wealth Ltd
—4.39%
6
Shriram Finance Ltd
—4.37%
8
Piramal Finance Ltd
—4.23%
9
Multi Commodity Exchange of India Ltd
—4.07%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio45.0528.47+16.58
P/B ratio8.464.25+4.21
Price / Sales7.463.21+4.25
Price / Cash Flow38.5719.97+18.60
Dividend yield0.23%1.23%-1.00
Return on equity (ROE)25.32%18.47%+6.85

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
——————
Sharpe ratio
Risk-adjusted return — higher is better.
0.78—————
Sortino ratio
Like Sharpe but only counts downside volatility.
1.49—————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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