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
₹11.8129
-0.61%
(24 Feb)
AUM
360 Cr
TER
2.56%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above 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
+33.4%
+33.4%
+33.4%
+30.3%
NA
3Y
+37.1%
+37.1%
+37.1%
+34.1%
NA
5Y
+29.5%
+29.5%
+29.5%
+27.6%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.7%
+18.1%
VOL
20.0%
20.0%
20.0%
20.1%
16.2%
TER
0.8%
0.8%
0.8%
0.9%
2.6%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹360 Cr
INFO
0.64
0.64
0.64
0.83
1.12
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 31st Jan
Top holdings
State Bank of India
6.1%
Bharat Electronics Ltd
5.4%
Collateralized Borrowing & Lending Obligation
5.0%
Muthoot Finance Ltd
4.7%
Shriram Finance Ltd
4.7%
Billionbrains Garage Ventures Ltd
4.6%
Jain Resource Recycling Ltd
4.6%
Aditya Birla Capital Ltd
4.3%
National Aluminium Co Ltd
4.3%
One97 Communications Ltd
4.2%
Top industry exposure
Financial Services
46.0%
Industrials
15.4%
Consumer Cyclical
12.9%
Basic Materials
11.9%
Technology
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
266%
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