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Snapshot
Snapshot
Motilal Oswal Active Momentum Fund - Dir (G)
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Summary
Fund Name : Motilal Oswal Mutual Fund
Scheme Name : Motilal Oswal Active Momentum Fund - Dir (G)
AMC : Motilal Oswal Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 24-Feb-25
Fund Manager : Ajay Khandelwal
Net Assets:(Rs. cr) 360.18
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.75 1.32 -5.36 5.84 NA NA NA 18.42
Category Avg -0.70 2.68 -2.83 1.15 15.35 19.18 16.43 13.11
Category Best 2.09 12.00 10.17 21.98 49.84 37.58 29.36 40.48
Category Worst -9.84 -12.72 -19.12 -16.46 -7.19 2.96 4.78 -17.49
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.1409 4.0724 1.6852 11.4347 0.0785
Asset Allocation
Holdings
Company Name% Hold
SBI 6.05
Bharat Electron 5.42
Muthoot Finance 4.73
Shriram Finance 4.69
Billionbrains 4.60
Jain Resource 4.56
Aditya Birla Cap 4.31
Natl. Aluminium 4.28
One 97 4.23
Escorts Kubota 4.18
IDFC First Bank 4.09
Multi Comm. Exc. 3.85
TVS Motor Co. 3.84
IndusInd Bank 3.75
KEI Industries 3.61
Piramal Finance. 3.52
Anand Rathi Wea. 3.22
M & M 3.20
Amagi Media Labs 3.18
L&T Finance Ltd 3.15
Shaily Engineer. 3.09
Eicher Motors 2.38
Polycab India 2.18
Ola Electric 1.87
Ather Energy 1.61
Physicswallah 1.06
Reverse Repo 5.01
Net CA & Others 0.31
TVS Motor Co. 0.02
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