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Lead with
Momentum
that
Adapts
Motilal Oswal
Active Momentum Fund
Live NFO. 
Motilal Oswal Active Momentum Fund
Source: MOAMC Internal. Disclaimer: Factor-based investing involves risks specific to factor and may lead to underperformance in certain market conditions. past performance is not indicative of future... Read more
Portfolio Construct
~As per current FM Strategy. Disclaimer: For detailed asset allocation and investment strategy. For more details on investment strategy and asset allocation of the scheme, please refer the Scheme Info... Read more
Historical Performance of Momentum Index
Source/Disclaimer: niftyindices. Performance as of close of 01-Apr-05 to 31-Jan-25. Performance results have many inherent limitations and no representation is being made that any investor will, or is... Read more
Leverages Market Trends
Market Cap Exposure
Disclaimer: The above graphic is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Factor-based investin... Read more
Fund Name
Plans
Benchmark
Minimum Application Amount
Minimum Redemption Amount
Investment 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.
Type
Entry load
Exit load
1% - If redeemed within 3 months from the day of allotment.
Nil - If redeemed after 3 months from the date of allotment.
Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
Fund Managers
FAQs
What is the investment objective of Motilal Oswal Active Momentum Fund (NFO)?
- 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.
What is the strategy behind Motilal Oswal Active Momentum Fund (NFO)?
The scheme aims to generate returns by investing in securities of companies exhibiting robust momentum, utilizing a proprietary quantitative model to rank stocks based on price trends, growth metrics, and return indicators. The investment universe consists of the top 1,000 companies by market capitalization, with the momentum score calculated using one or multiple metrics, such as price change over different periods. The fund manager reviews the model's output and market conditions to select stocks and determine their weights. The scheme may invest across market caps and sectors, focusing on high-growth, high-quality companies. It retains flexibility to allocate up to 100% in equity derivatives for hedging during negative market conditions and may invest up to 20% in non-momentum-based strategies. The portfolio is actively managed and regularly adjusted to maintain momentum exposure while optimizing risk-adjusted returns.
What are the key features of Motilal Oswal Active Momentum Fund (NFO)?
Portfolio Construction: The portfolio will be balanced on monthly basis, ensuring alignment with the strategy and market trends.
Stock Selection: The fund will consist of ~30 equally weighted stocks, providing balanced exposure across the selected companies.
~As per current FM strategy