Motilal Oswal Active Momentum Fund
Direct · Growth ₹13.64
21 Jul 2026
NAV
22.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.08
Sharpe
-16.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.90 L | 16.7% | -11.4% | 39.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.7% | 14.5% | 13.7% | +2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.1% | 22.7% | 7.1% | 32.6% | 3.08 | — | 100% | — | — |
-16.6%
Max Drawdown
4 mo
Drawdown Duration
1 mo
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
1.33
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +23.69 | 0.90 | 100.8% | 70.0% | 21.3% | -3.4% |
| 3 Years | +9.32 | 0.91 | 98.8% | 71.8% | 10.6% | 0.8% |
| 5 Years | +5.23 | 0.91 | 98.8% | 71.8% | 6.3% | 0.5% |
| 7 Years | +3.54 | 0.91 | 98.8% | 71.8% | 4.4% | 0.3% |
| 10 Years | +2.29 | 0.91 | 98.8% | 71.8% | 3.1% | 0.2% |
| 12 Years | +1.81 | 0.91 | 98.8% | 71.8% | 2.6% | 0.2% |
| 15 Years | +1.32 | 0.91 | 98.8% | 71.8% | 2.0% | 0.2% |
24
Total Holdings
42.8%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharat Electronics Ltd | 5.27% |
| 2 | Piramal Finance Limited | 4.65% |
| 3 | Coal India Ltd | 4.40% |
| 4 | TVS Motor Company Ltd | 4.40% |
| 5 | Shriram Finance Limited | 4.37% |
| 6 | Lupin Ltd | 3.99% |
| 7 | Shaily Engineering Plastics Limited | 3.97% |
| 8 | KEI Industries Limited | 3.95% |
| 9 | Ather Energy Limited | 3.91% |
| 10 | Multi Commodity Exchange of India Ltd | 3.91% |