GMP IPO Watch
Motilal Oswal Active Momentum Fund
Direct Plan · Growth · Motilal Oswal Mutual Fund
Returns
Annualised (CAGR) returns for periods over a year.
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Rank in Category
| Period | This Fund | Category Avg. | Rank |
|---|---|---|---|
| 1W | +1.80% | -0.06% | 16 of 255 |
| 1M | -0.06% | -4.39% | 6 of 253 |
| 3M | +7.87% | -2.50% | 4 of 251 |
| 6M | +28.26% | +5.69% | 4 of 251 |
| YTD | +19.07% | -0.62% | 9 of 255 |
| 1Y | +25.42% | +0.81% | 4 of 228 |
| INCEPTION | +27.64% | — | — |
Ranked among: Equity Scheme - Sectoral/ Thematic.
Rolling Returns
| Period | Average | Best | Worst | Positive Periods | Consistency |
|---|---|---|---|---|---|
| 3M | +7.11% | +28.87% | -13.07% | 82% | 34% |
| 6M | +12.62% | +37.23% | -6.87% | 88% | 38% |
| 1Y | +23.98% | +32.59% | +7.13% | 100% | 49% |
Rolling returns show the average, best and worst outcome an investor would have seen entering at any point in the window.
NAV History
AUM Trend (₹ Cr, quarterly average)
Expense Ratio Trend
Portfolio · Sep 2026
Asset Allocation
- Equity91.01%
- Debt0.00%
- Cash8.99%
- Other0.00%
Market Cap Split
- Large Cap0.00%
- Mid Cap19.01%
- Small Cap72.00%
- Others8.99%
Fundamentals
| Fund | Category | |
|---|---|---|
| P/E | 45.50 | 28.92 |
| P/B | 7.92 | 4.70 |
| Price / Sales | 2.50 | 3.41 |
| Price / Cash Flow | 39.76 | 21.66 |
| Dividend Yield (%) | 0.25 | 1.17 |
Holdings · Sep 2026
| Holding | Sector | Weight | Change (1M) |
|---|---|---|---|
| Triparty Repo | Reverse Repo / TREPS | 9.09% | — |
| Diamond Power Infrastructure | Electrical Equipment | 6.36% | -1.01% |
| Sky Gold And Diamonds | Consumer Durables | 5.40% | -0.95% |
| MTAR Technologies | Electrical Equipment | 5.13% | -0.35% |
| Sterlite Technologies | Telecom - Equipment & Accessories | 4.85% | +0.27% |
| Kalyan Jewellers | Consumer Durables | 4.70% | -1.33% |
| One 97 Communications | Financial Technology (Fintech) | 4.60% | -0.96% |
| Redington | Commercial Services & Supplies | 4.17% | -0.16% |
| Lalithaa Jewellery Mart | Consumer Durables | 4.02% | — |
| Garware Hi-Tech Films | Industrial Products | 3.92% | -0.79% |
| Cemindia Projects | Construction | 3.85% | -0.82% |
| Aditya Infotech | Industrial Manufacturing | 3.25% | -0.31% |
| Shaily Engineering Plastics | Consumer Durables | 3.17% | -0.34% |
| BlueStone Jewellery & Lifestyle | Consumer Durables | 3.10% | -0.24% |
| Ola Electric Mobility | Automobiles | 3.02% | -0.95% |
View all 28 holdings
| SJS Enterprises | Auto Components | 2.94% | -0.39% |
| Meesho | Retailing | 2.89% | — |
| Data Patterns | Aerospace & Defense | 2.88% | -0.71% |
| ESDS Software Solution | IT - Services | 2.82% | — |
| Onesource Specialty Pharma | Pharmaceuticals & Biotechnology | 2.72% | +1.08% |
| Raymond | Industrial Manufacturing | 2.71% | — |
| Acutaas Chemicals | Pharmaceuticals & Biotechnology | 2.62% | -0.36% |
| Atlanta Electricals | Electrical Equipment | 2.59% | — |
| Apar Industries | Electrical Equipment | 2.58% | -0.53% |
| Coforge | IT - Software | 2.52% | -0.37% |
| Syrma SGS | Industrial Manufacturing | 2.48% | +0.21% |
| Manipal Health Enterprises | Equity | 1.72% | -1.98% |
| Net Receivables / (Payables) | Net Current Assets | -0.10% | — |
Sector Allocation · Sep 2026
View all 16 sectors
Risk Metrics
Sharpe Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 1.00 | — | Good Risk Adjusted Returns |
What is this?
Higher the value means that fund has been able to give better returns for the amount of risk taken. It helps investors understand the return of an investment compared to its risk, showing whether the returns are due to intelligent investing or simply taking on excess risk. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns.
Sortino Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 1.99 | — | Good Risk Adjusted Returns |
What is this?
The Sortino Ratio is a financial metric used to measure the risk-adjusted return of an investment. It's a modification of the Sharpe Ratio but with a key difference; it only considers downside risk (the risk of negative returns), rather than total volatility. This means it focuses on how well an investment performs relative to the volatility that leads to losses, ignoring the volatility that results in gains. The idea is that investors are primarily concerned with minimizing losses, and positive volatility is generally seen as a good thing.
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Regular Plan · IDCW option
|
+124.77% | +60.05% | — | +31.88% |
|
Franklin Asian Equity Fund
Regular Plan · IDCW
|
+27.89% | +21.51% | +5.47% | +4.27% |
|
Nippon India Japan Equity Fund
Regular Plan · Bonus Option
|
+27.88% | +22.63% | +10.31% | +9.06% |
|
HDFC Pharma and Healthcare Fund
Direct Plan · IDCW Option
|
+23.23% | +29.29% | — | +29.18% |
|
Kotak Healthcare Fund
Regular Plan · IDCW Option
|
+22.42% | — | — | +19.41% |
|
PGIM India Healthcare Fund
Direct Plan · Direct IDCW
|
+20.96% | — | — | +10.67% |
|
Edelweiss Recently Listed IPO Fund
Regular Plan · Growth
|
+20.82% | +16.27% | +9.45% | +14.84% |
|
Motilal Oswal Special Opportunities Fund
Direct Plan · Growth
|
+19.22% | — | — | +19.96% |
|
HSBC India Export Opportunities Fund
Direct Plan · Growth
|
+17.60% | — | — | +8.04% |
|
SBI Automotive Opportunities Fund
Direct Plan · IDCW
|
+17.59% | — | — | +9.16% |
More From Motilal Oswal Asset Management Company Limited
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
| Motilal Oswal Nasdaq Q50 ETF | +42.72% | +33.46% | — | +14.40% |
| Motilal Oswal Silver ETF | +38.17% | — | — | +73.62% |
| Motilal Oswal Nasdaq 100 ETF | +34.25% | +33.61% | +21.83% | +23.94% |
|
Motilal Oswal Nasdaq 100 Fund of Fund
Direct plan · Growth
|
+33.98% | +38.92% | +23.94% | +26.99% |
|
Motilal Oswal S&P 500 Index Fund
Direct Plan · GROWTH
|
+26.67% | +28.18% | +18.46% | +21.68% |
|
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Direct Plan · Growth
|
+24.41% | +23.72% | — | +23.23% |
|
Motilal Oswal Focused Fund
Direct Plan · Growth
|
+24.39% | +15.12% | +10.64% | +14.71% |
|
Motilal Oswal Gold and Silver Passive Fund of Funds
Direct Plan · Growth
|
+23.61% | +37.63% | — | +32.25% |
| Motilal Oswal Gold ETF | +20.57% | — | — | +40.07% |
|
Motilal Oswal Special Opportunities Fund
Direct Plan · Payout/Reinvestment
|
+19.22% | — | — | +19.96% |
About This Scheme
Investment 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.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.