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
₹11.5633
-0.56%
(18 Sep)
AUM
141 Cr
TER
2.56%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
-2.0%
-2.0%
-2.0%
-2.7%
NA
3Y
+30.8%
+30.8%
+30.8%
+30.4%
NA
5Y
+32.0%
+32.0%
+32.0%
+29.9%
NA
ALL
+11.9%
+11.9%
+11.9%
+16.7%
+16.3%
VOL
20.2%
20.2%
20.2%
20.2%
17.3%
TER
0.8%
0.8%
0.8%
0.9%
2.6%
AUM
₹5,179 Cr
₹5,179 Cr
₹5,179 Cr
₹1,341 Cr
₹141 Cr
INFO
0.59
0.59
0.59
0.82
0.94
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 Aug
Top holdings
Waaree Energies Ltd
4.9%
One97 Communications Ltd
4.5%
Siemens Energy India Ltd
4.4%
Oswal Pumps Ltd
4.3%
Eternal Ltd
4.2%
Shaily Engineering Plastics Ltd
4.1%
Amber Enterprises India Ltd Ordinary Shares
4.0%
Muthoot Finance Ltd
3.9%
GE Vernova T&D India Ltd
3.8%
Radico Khaitan Ltd
3.7%
Top industry exposure
Industrials
28.6%
Consumer Cyclical
14.3%
Technology
13.0%
Financial Services
10.9%
Healthcare
9.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
146%
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
Rakesh Shetty

FAQs