HealthyDirect · Growth
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual FundEquity Scheme - Sectoral/ Thematic1.5 years
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.
- NAV
- 14.4329
- 15 Sept 2026
- 1Y
- +25.5%
- Trailing CAGR
- Upside capture
- +154%
- Vs NIFTY 500 TRI
- Downside capture
- +40%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+25.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+27.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+32.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +27.9%
- Calendar-day CAGR
- Excess 1Y
- +22.0%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 16 Sept 2026.
- 1Y excess
- +27.8%
- Fund minus TRI
- 3Y excess
- n/a
- Fund minus TRI
- Upside capture
- +154%
- Benchmark-up months
- Downside capture
- +40%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 25 recovered episodes
- Longest recovery
- 37 days
- Trough to prior peak
- Current spell
- 4 days
- Days below latest peak
- Time below peak
- +82%
- NAV observations
18 Nov 2025 – 7 May 2026
Trough 31 Mar 2026 · recovered in 37 days
-16.6%
21 Mar 2025 – 22 Apr 2025
Trough 7 Apr 2025 · recovered in 15 days
-9.4%
19 Jun 2026 – 6 Aug 2026
Trough 8 Jul 2026 · recovered in 29 days
-4.7%
9 Jul 2025 – 22 Aug 2025
Trough 8 Aug 2025 · recovered in 14 days
-4.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
79
Vs category
100
Consistency
100
Risk-adjusted
88
Drawdown
59
Mean
85
Portfolio
31 Aug 2026 · 26 holdings · top 10 are 53.3%.
- Top 5
- 30.8%
- Top 10
- 53.3%
- Largest holding
- 7.4%
- Effective holdings
- 22.3
Diamond Power Infrastructure Ltd
Industrials
7.4%
Sky Gold Ltd
Consumer Discretionary
6.3%
Kalyan Jewellers India Ltd
Consumer Discretionary
6.0%
One 97 Communications Ltd
Industrials
5.6%
MTAR Technologies Ltd
Industrials
5.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Sundaram Multi-Factor Fund
Sundaram Mutual Fund
- 1Y
- -5.2%
- 3Y
- n/a
- Vol
- 13.5%
- Max DD
- -14.9%
- Sharpe
- -0.59
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns
ICICI Prudential Bharat Consumption Fund
ICICI Prudential Mutual Fund
- 1Y
- -6.5%
- 3Y
- +9.0%
- Vol
- 15.4%
- Max DD
- -31.3%
- Sharpe
- 0.60
- 3Y win
- +47%
- Lower volatility
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns