Compare Motilal Oswal Active Momentum Fund vs UTI Nifty200 Momentum 30 Index Fund
Motilal Oswal Active Momentum Fund
EquityThematic-Factor-based
UTI Nifty200 Momentum 30 Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹500
Expense Ratio
3.14
1.36
NAV
₹14.27
₹20.09
Fund Started
24 Feb 2025
18 Feb 2021
Fund Size
₹1364.10 Cr
₹7961.68 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
-
1 Year
17.49%
-9.27%
3 Year
-
7.85%
5 Year
-
5.94%
Equity
91.01%
99.93%
Cash
8.99%
0.07%
Top 10 Holdings
Name | Assets |
|---|---|
Diamond Power Infrastructure Ltd. | 6.36% |
Sky Gold And Diamonds Ltd. | 5.40% |
MTAR Technologies Ltd. | 5.13% |
Sterlite Technologies Ltd. | 4.85% |
Kalyan Jewellers India Ltd. | 4.70% |
One 97 Communications Ltd. | 4.60% |
Redington Ltd. | 4.17% |
Lalithaa Jewellery Mart Ltd. | 4.02% |
Garware Hi-Tech Films Ltd. | 3.92% |
Cemindia Projects Ltd. | 3.85% |
Name | Assets |
|---|---|
Laurus Labs Ltd. | 6.54% |
Multi Commodity Exchange Of India Ltd. | 6.04% |
Tata Steel Ltd. | 5.04% |
Shriram Finance Ltd | 5.02% |
Hindalco Industries Ltd. | 5.02% |
NTPC Ltd. | 4.70% |
Adani Power Ltd. | 4.62% |
Cummins India Ltd. | 4.46% |
GE Vernova T&D India Ltd | 4.32% |
Vedanta Ltd. | 4.25% |
Name
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-
Start Date
-
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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 seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Launch Date
24 Feb 2025
18 Feb 2021
