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Benchmark Investments

Motilal Oswal Active Momentum Fund-Reg(G)

very highequity
14.05 -0.16(-1.12%) NAV as on 19 Aug 2026
4.06 % 1 M
26.25 % 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 :

3.45

As on 31 Jul, 2026
Age :

1 yrs 5 m

Since 17 03 ,2025
Exit Load :

1%

AUM :

942.40 Crs

Portfolio Price To Book Value :

12.94

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 Jul 31 ,2026
Others 5.61 %
Equity 94.39 %

TOP HOLDINGS

Diamond Power Infrastructure L...8.20 %
Cemindia Projects Ltd.6.39 %
One97 Communications Ltd.5.33 %
Garware Hi-Tech Films Ltd.4.88 %
Interglobe Aviation Ltd.4.74 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Cable12.50
Trading10.11
Plastic Products8.91
Engineering - Construction6.39
Chemicals6.27
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
2026-202728.82NANANA
2025-202612.83-0.179.66-13.10

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Active Momentum Fund-Reg(G)Very HighEquity14.05-0.16(-1.12%)NAV As on 20 Aug, 202617-Mar-2025Inception Date942.40AUM In Cr.26.25%1YNA%3YNA%5Y26.99%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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