Compare Motilal Oswal Active Momentum Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹150
Expense Ratio
3.46
1.6
NAV
₹13.54
₹18.29
Fund Started
24 Feb 2025
04 Oct 2022
Fund Size
₹756.31 Cr
₹1201.66 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
20.86%
-1.22%
3 Year
-
17.04%
5 Year
-
-
Equity
95.50%
100.02%
Cash
4.51%
-0.02%
Top 10 Holdings
Ola Electric Mobility Ltd. | 6.46% |
Interglobe Aviation Ltd. | 6.13% |
Sterlite Technologies Ltd. | 5.89% |
Garware Hi-Tech Films Ltd. | 4.98% |
Aditya Infotech Ltd. | 4.80% |
Navin Fluorine International Ltd. | 4.58% |
Anand Rathi Wealth Ltd. | 3.88% |
Acutaas Chemicals Ltd. | 3.68% |
GE Vernova T&D India Ltd | 3.61% |
Nephrocare Health Services Ltd. | 3.46% |
Laurus Labs Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 4.99% |
BSE Ltd. | 4.93% |
GE Vernova T&D India Ltd | 4.85% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.31% |
Bharat Forge Ltd. | 4.21% |
Hitachi Energy India Ltd. | 3.87% |
Polycab India Ltd. | 3.62% |
National Aluminium Company Ltd. | 3.08% |
Name
-
-
Start Date
-
-
Description
The scheme seeks 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.
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
24 Feb 2025
04 Oct 2022
