Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published
NAV history for this scheme.
Risk
Volatility
Sharpe
Sortino
Beta
Alpha
Max fall
R²
This scheme
19.7%
0.95
1.85
1.02
19.22%
-16.6%
62.80
NIFTY 500 TRI benchmark
15.7%
0.17
0.25
—
—
-38.1%
—
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the
19 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
Windows
Worst
Median
Best
Periods that lost money
157
7.0%
23.7%
32.5%
0%
Every one-year holding period in this scheme's history, not just the last one — the
spread a real investor would have met depending only on when they started.
How it behaves against its benchmark
Up capture
Down capture
Correlation
Tracking error
Information ratio
Treynor
154%
51%
0.79
12.2%
1.68
16.29
Up capture is how much of the benchmark's gain this scheme kept in the months the
benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it
on the up side is the combination every fund is trying for and few reach.
Measured over the 19 months this scheme and
NIFTY 500 TRI share.
Motilal Oswal Active Momentum Fund
Regular Plan · Growth
Allocation
By asset
Equity
97.06%
Cash & Equivalents
2.94%
By market cap
Mid Cap
16.32%
Small Cap
73.66%
Unclassified
7.08%
Concentration
Number of stocks
31
Top 5 stocks
24.61%
Top 10 stocks
43.77%
Top 20 stocks
73.91%
Lines in the filing
33
Largest holding
6.14%
Largest sector
Consumer Durables 19.05%
Effective stocks
29.1
Sectors held
18
Cash
0.00%
Effective stocks is what the concentration works out to: a fund holding
31 names but most of its money in a few
behaves like a fund of 29. Cash includes repo and TREPS, which
every fund parks money in overnight.
Sector split
Consumer Durables
19.05%
Electrical Equipment
16.49%
Industrial Manufacturing
9.88%
Industrial Products
7.12%
Pharmaceuticals & Biotechnology
5.55%
IT - Services
4.17%
Financial Technology (Fintech)
4.15%
Telecom - Equipment & Accessories
4.06%
Construction
3.78%
Commercial Services & Supplies
3.10%
Auto Components
3.02%
Cash & Equivalents
2.94%
IT - Software
2.73%
Retailing
2.62%
Aerospace & Defense
2.60%
Automobiles
2.55%
Transport Services
2.37%
Banks
2.31%
Healthcare Services
1.51%
Motilal Oswal Active Momentum Fund
Regular Plan · Growth · holdings as on 31 Oct 2026
Top 30 holdings
#
Company
Sector
Shares held
Value ₹ cr
% of fund
1
Sky Gold And Diamonds Limited
Consumer Durables
1,024,086
90
6.14%
2
Diamond Power Infrastructure Ltd.
Electrical Equipment
2,449,976
84
5.73%
3
Garware Hi-Tech Films Limited
Industrial Products
93,302
65
4.42%
4
MTAR Technologies Limited
Electrical Equipment
89,835
61
4.17%
5
One 97 Communications Limited
Financial Technology (Fintech)
373,870
61
4.15%
6
Sterlite Technologies Limited
Telecom - Equipment & Accessories
726,417
60
4.06%
7
Kalyan Jewellers India Limited
Consumer Durables
1,159,600
58
3.92%
8
Cemindia Projects Ltd
Construction
440,096
56
3.78%
9
Aditya Infotech Limited
Industrial Manufacturing
143,257
55
3.71%
10
Atlanta Electricals Ltd
Electrical Equipment
342,060
54
3.69%
11
Lalithaa Jewellery Mart Ltd
Consumer Durables
1,437,215
52
3.52%
12
Raymond Limited
Industrial Manufacturing
428,494
47
3.20%
13
Redington Limited
Commercial Services & Supplies
1,398,581
46
3.10%
14
Shaily Engineering Plastics Limited
Consumer Durables
141,326
45
3.04%
15
S.J.S. Enterprises Limited
Auto Components
214,173
44
3.02%
16
Syrma SGS Technology Ltd
Industrial Manufacturing
269,292
44
2.97%
17
Acutaas Chemicals Limited
Pharmaceuticals & Biotechnology
108,899
44
2.96%
18
Apar Industries Limited
Electrical Equipment
27,283
43
2.90%
19
Coforge Limited
IT - Software
196,891
40
2.73%
20
PTC Industries Ltd
Industrial Products
16,619
40
2.70%
21
Meesho Ltd
Retailing
1,729,102
39
2.62%
22
Data Patterns (India) Limited
Aerospace & Defense
100,941
38
2.60%
23
Onesource Specialty Pharma Limited
Pharmaceuticals & Biotechnology
244,150
38
2.59%
24
Ola Electric Mobility Ltd
Automobiles
11,160,178
37
2.51%
25
Bluestone Jewellery And Lifestyle Limited
Consumer Durables
531,608
36
2.43%
26
Shadowfax Technologies Limited
Transport Services
1,287,127
35
2.37%
27
RBL Bank Limited
Banks
971,731
34
2.31%
28
Net web Technologies India Limited
IT - Services
76,314
32
2.16%
29
Net Receivables / (Payables)
Unclassified
—
32
2.14%
30
ESDS Software Solution Ltd
IT - Services
254,861
30
2.01%
Motilal Oswal Active Momentum Fund
Regular Plan · Growth · where the money sits
What the manager did last month
Between the filings of 30 Sep 2026 and 31 Oct 2026.
A position grows because the manager bought or because the price rose; only the share count separates them.
Bought
Sold
New positions
Sold out of
Price move of holdings
₹101 cr
₹0 cr
5
0
-3.43%
Stock
Shares traded
Shares
Price
Value ₹ cr
New position
PTC Industries Ltd
16,619
entered
—
39.8
Shadowfax Technologies Limited
1,287,127
entered
—
35.0
RBL Bank Limited
971,731
entered
—
34.1
Net web Technologies India Limited
76,314
entered
—
31.8
Ola Electric Mobility Ltd - Rights
892,814
entered
—
0.6
Added to
Atlanta Electricals Ltd
121,958
+55.4%
-1.2%
19.4
Raymond Limited
124,001
+40.7%
-9.3%
13.6
Syrma SGS Technology Ltd
79,258
+41.7%
-8.8%
12.9
Garware Hi-Tech Films Limited
17,010
+22.3%
-0.6%
11.9
Apar Industries Limited
7,020
+34.6%
-9.8%
11.0
Aditya Infotech Limited
28,093
+24.4%
-0.9%
10.7
Sky Gold And Diamonds Limited
115,750
+12.7%
+8.9%
10.2
S.J.S. Enterprises Limited
36,428
+20.5%
-8.1%
7.6
Not equity
Previous filing
This filing
Change
Cash, repo and TREPS
₹0 cr
₹0 cr
+₹0 cr
The list above is stocks and fund units. Treasury bills, repo and money-market
lines roll over every month by design — they are not decisions, so they are totalled here rather
than listed as activity.
Not investment advice. MF Analyser is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the
portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past
returns do not predict future ones. Generated 14 Nov 2026.
