Motilal Oswal Active Momentum IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Active Momentum IDCW Payout Direct Plan

NAV
₹11.1806
+1.87%
(17 Mar)
AUM
370 Cr
TER
2.57%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
+11.8%
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
+11.8%
VOL
20.0%
20.0%
20.0%
20.1%
16.7%
TER
0.8%
0.8%
0.8%
0.9%
2.6%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹370 Cr
INFO
0.60
0.60
0.60
0.80
0.71
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Active Momentum IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
State Bank of India
6.1%
Bharat Electronics Ltd
5.2%
Shriram Finance Ltd
4.8%
Jain Resource Recycling Ltd
4.6%
KEI Industries Ltd
4.4%
Larsen & Toubro Ltd
4.4%
TVS Motor Co Ltd
3.9%
Piramal Finance Ltd
3.9%
IndusInd Bank Ltd
3.9%
Mahindra & Mahindra Ltd
3.8%
Top industry exposure
Financial Services
34.6%
Industrials
24.2%
Consumer Cyclical
17.7%
Basic Materials
9.5%
Technology
6.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
301%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments by investing through a Momentum factor-based approach for stock selection. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund manager(s)
Varun Sharma
Ajay Khandelwal
Vishal Ashar
Rakesh Shetty
Bhalchandra Shinde

FAQs