GMP IPO Watch
Motilal Oswal Active Momentum Fund
Regular Plan · Reinvestment/Payout · 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 | -0.92% | +2.62% | 248 of 255 |
| 1M | -3.48% | +0.77% | 240 of 255 |
| 3M | +1.52% | -4.63% | 12 of 252 |
| 6M | +12.23% | +2.44% | 36 of 251 |
| YTD | +12.81% | +0.02% | 28 of 255 |
| 1Y | +14.78% | -0.51% | 16 of 232 |
| INCEPTION | +22.13% | — | — |
Ranked among: Equity Scheme - Sectoral/ Thematic.
Rolling Returns
| Period | Average | Best | Worst | Positive Periods | Consistency |
|---|---|---|---|---|---|
| 3M | +6.96% | +28.83% | -13.10% | 83% | 34% |
| 6M | +12.83% | +37.16% | -6.92% | 89% | 39% |
| 1Y | +23.17% | +32.46% | +7.03% | 100% | 48% |
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 | 43.84 | 28.09 |
| P/B | 8.18 | 4.63 |
| Price / Sales | 2.35 | 3.31 |
| Price / Cash Flow | 35.97 | 21.08 |
| Dividend Yield (%) | 0.23 | 1.16 |
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
Standard Deviation
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 17.76 | 16.27 | High Volatility |
What is this?
Annualized population standard deviation of daily denomination-adjusted NAV returns, multiplied by sqrt(252). Values require a full timeframe of NAV history.
Sharpe Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 0.49 | -0.33 | Above Average |
| 3Y | 0.88 | -0.46 | Above Average |
What is this?
Annualized Sharpe ratio calculated from month-end NAV returns using the latest available FBIL Overnight MIBOR rate as the risk-free rate. For schemes with less than three years of history, the 3Y value uses since-inception data. Applied risk-free rate: 5.85% (published 2026-10-27).
Sortino Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 1.24 | 0.05 | Above Average |
What is this?
Annualized from daily NAV returns using a 0.00% minimum acceptable return; downside deviation includes only returns below this target.
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Regular Plan · IDCW option
|
+59.16% | +48.17% | — | +23.57% |
|
HDFC Pharma and Healthcare Fund
Direct Plan · IDCW Option
|
+23.60% | +30.61% | — | +29.76% |
|
Kotak Healthcare Fund
Regular Plan · IDCW Option
|
+21.84% | — | — | +19.69% |
|
ICICI Prudential US Bluechip Equity Fund
Regular Plan · IDCW
|
+20.06% | +19.12% | +12.26% | +15.80% |
|
SBI Automotive Opportunities Fund
Direct Plan · IDCW
|
+19.95% | — | — | +10.69% |
|
Nippon India Japan Equity Fund
Regular Plan · Bonus Option
|
+19.94% | +20.37% | +8.45% | +8.55% |
|
Mirae Asset Healthcare Fund
Direct Plan · Growth
|
+19.10% | +23.89% | +16.63% | +21.84% |
|
PGIM India Healthcare Fund
Direct Plan · Direct IDCW
|
+18.27% | — | — | +11.09% |
|
WhiteOak Capital Pharma and Healthcare Fund
Regular Plan · Growth Option
|
+17.09% | — | — | +20.29% |
|
quant Healthcare Fund
Direct Plan · Growth Option
|
+17.00% | +21.16% | — | +21.00% |
More From Motilal Oswal Asset Management Company Limited
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
| Motilal Oswal Nasdaq Q50 ETF | +31.68% | +32.11% | — | +12.54% |
|
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Direct Plan · Growth
|
+21.18% | +22.66% | — | +21.91% |
|
Motilal Oswal Focused Fund
Direct Plan · Growth
|
+21.15% | +14.75% | +10.43% | +14.56% |
|
Motilal Oswal Nifty Capital Market Index Fund
Direct Plan · Growth
|
+18.98% | — | — | +17.22% |
| Motilal Oswal Nifty Capital Market ETF | +18.97% | — | — | +46.48% |
|
Motilal Oswal S&P 500 Index Fund
Direct Plan · GROWTH
|
+18.14% | +26.05% | +16.17% | +20.43% |
| Motilal Oswal Silver ETF | +17.57% | — | — | +40.42% |
|
Motilal Oswal Nifty MidSmall Healthcare Index Fund
Direct Plan · Growth
|
+15.88% | — | — | +11.44% |
| Motilal Oswal Nasdaq 100 ETF | +15.88% | +28.85% | +17.39% | +22.90% |
|
Motilal Oswal Nasdaq 100 Fund of Fund
Direct plan · Growth
|
+15.06% | +32.27% | +18.91% | +24.55% |
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.