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Benchmark Investments

Motilal Oswal Active Momentum Fund-Reg(G)

very highequity
13.79 -0.15(-1.07%) NAV as on 22 Oct 2026
-5.75 % 1 M
13.08 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

3.31

As on 30 Sep, 2026
Age :

1 yrs 7 m

Since 17 03 ,2025
Exit Load :

1%

AUM :

1,364.10 Crs

Portfolio Price To Book Value :

11.1

Investing Style :

Mid Growth

Min. Investment :

SIP 500 & Lumpsum 500

Category :

thematic fund

Fund Manager :

Ajay Khandelwal,Varun Sharma,Vishal Ashar

Launch Date :

17-Mar-25

Scheme Benchmark :

NA

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Sep 30 ,2026
Others 8.96 %
Equity 91.04 %

TOP HOLDINGS

Diamond Power Infrastructure L...6.36 %
Sky Gold and Diamonds Ltd.5.40 %
MTAR Technologies Ltd.5.13 %
Sterlite Technologies Ltd.4.85 %
Kalyan Jewellers India Ltd.4.70 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Diamond & Jewellery17.22
Cable11.21
Trading7.42
Plastic Products7.10
IT - Software5.34
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.9410.68
Net Assets(Rs Crores) (as on 31-Mar-2026) 46.20 330.45
Scheme Returns(%)(Absolute)-0.5510.08
B'mark Returns(%)(Absolute)NANA
Category Rank73/11911/133

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2026-202728.825.11NANA
2025-202612.83-0.179.66-13.10

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Active Momentum Fund-Reg(G)Very HighEquity13.79-0.15(-1.07%)NAV As on 22 Oct, 202617-Mar-2025Inception Date1,364.10AUM In Cr.13.08%1YNA%3YNA%5Y22.24%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity245.66-4.40(-1.76%)NAV As on 22 Oct, 202621-Feb-2000Inception Date9,577.36AUM In Cr.-6.26%1Y15.87%3Y14.12%5Y12.75%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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