Sharpe ratio
1.05Return earned for the risk taken.
Good
Good risk-adjusted returns. The fund has delivered strong returns for its level of risk.
+17.88%1Y Absolute Return
-0.79%1D
Loading NAV history…
Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund- Direct-GrowthFund 1Y annualised return · 5Y history unavailable | ₹11,49,052 | ₹7,32,612 | ₹4,16,440 | +17.88% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.25
₹1 Lakh since launch₹1.25 Lakh
Fund age1.6 yrs
Fund information
Scheme code153364
ISININF247L01EP5
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio3.40%
Exit loadExit load of 1%, if redeemed within 90 days.
Minimum SIP₹500 SIP
Return comparison
96th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | -19.42% | — | — |
| 3M | +9.74% | — | — |
| 6M | +31.26% | — | — |
| 1Y | +17.88% | — | +4.16% |
| Since Launch | +25.34% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
1.51Return earned while limiting downside risk.
Good
Good downside protection with strong returns.
Standard deviation
18.13%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
1.53How well the fund rewarded investors relative to its biggest decline.
Excellent
Excellent balance between returns and drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity95.50%
Cash4.50%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 32 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Ola Electric Mobility Ltd. | Consumer Discretionary | Equity | 6.4573% |
| Interglobe Aviation Ltd | Industrials | Equity | 6.1289% |
| Sterlite Technologies Ltd | Technology | Equity | 5.8906% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 4.9752% |
| Aditya Infotech Ltd. | Technology | Equity | 4.8021% |
| Navin Fluorine International Ltd | Materials | Equity | 4.5806% |
| Anand Rathi Wealth Ltd | Financial | Equity | 3.8798% |
| Ami Organics Ltd | Healthcare | Equity | 3.6806% |
| GE T&D India Ltd | Industrials | Equity | 3.6108% |
| Nephrocare Health Services Ltd. | Healthcare | Equity | 3.4636% |
Fund management
VA
Varun Sharma
Since 2025 · Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
RA
Rakesh Shetty
Since 2025 · Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr. Shetty has done B.Com
BH
Bhalchandra Shinde
Since 2025 · Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
VI
Vishal Ashar
Since 2025 · Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan
Mr. Ashar has done MBA in Finance
AJ
Ajay Khandelwal
Since 2025 · Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Mr. Khandelwal is MBA & Bachelor of Engineering.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Losses and swings stayed contained — worst fall -16.6%, volatility 18.1%.
Strengths
- Losses and swings stayed contained — worst fall -16.6%, volatility 18.1%.
- Recovered from its worst fall in 1 months.
- Ranks 96 of 932 in its category over 1 year.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 18.1% volatility.
Risk drivers
- None