February 20, 2025
mayank
Motilal Oswal Active Momentum Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Active Momentum Fund Open Date, Close Date?
NFO opens on February 24, 2025
NFO will close on March 10, 2025
Investment Strategy for this NFO?
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.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 24 February 2025 |
| Issue Close | 10 March 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI |
About Benchmark Index for this NFO?
The Nifty 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
Nifty 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base period. Nifty 500 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 500 Total Returns Index, Nifty500 Industry Indices.
Portfolio Characteristics
| Methodology | Free Float Market Capitalization |
| No. of Constituents | 501 |
| Launch Date | |
| Base Date | January 01, 1995 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Motilal Oswal Active Momentum Fund
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Varun Sharma
Education: Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM – Calcutta.
Experience: Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 – August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 – Feb 2010) as a Ratings Analyst.
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
AMC
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Motilal Oswal Active Momentum Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -3.55 | -3.55 | 8.98 | 16.96 | 10.74 |
| Total Return | -3.47 | -3.47 | 10.06 | 18.18 | 12.44 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 15.38 | 18.65 | 22.26 |
| Beta (NIFTY 50) | 1.05 | 0.96 | 0.94 |
| Correlation (NIFTY 50) | 0.95 | 0.98 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 24.27 | 3.74 | 1.22 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 7.26 |
| ICICI Bank Ltd. | 4.97 |
| Reliance Industries Ltd | 4.83 |
| Infosys Ltd. | 3.81 |
| Bharti Airtel Ltd. | 2.45 |
| Tata Consultancy Services Ltd. | 2.36 |
| Larsen & Toubro Ltd. | 2.36 |
| ITC Ltd. | 2.34 |
| State Bank of India | 1.67 |
| Axis Bank Ltd. | 1.58 |
Note on Benchmark Performance:
This is the novel concept of investing. 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. So, this momentum factor is somewhat unique in this NFO. Nifty 500 is the benchmark index for this fund, and it has provided good returns during last years (18.18% p.a.). So the fundhouse wishes to focus on the scrips with high momentum. How such scrips will be located is not mentioned.
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Ajay Khandelwal
| Fund | Motilal Oswal Small Cap Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 17.07 | -4.92 | 9.18 | 2.87 |
| 3 Year | — | — | 20.10 | 12.94 |
| 5 Year | — | — | 18.85 | 17.21 |
| 7 Year | — | — | 15.19 | 13.46 |
| 10– | — | — | 16.74 | 12.40 |
As on 20-2-2025
Past Performance of Varun Sharma
| Fund | Motilal Oswal Innovation Opportunities Fund | It’s Benchmark | Motilal Oswal Digital India Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 20-2-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal Balance Advantage Fund | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | -7.09 | 4.11 | -3.90 | 2.87 |
| 3 Year | 6.54 | 10.59 | — | — |
| 5 Year | 6.87 | 12.89 | — | — |
| 7 Year | 6.99 | 10.80 | — | — |
| 10 Year | — | — | — | — |
As on 20-2-2025
Note on Fund Managers’ performance
As you know, the Fund managers are like pilots navigating through both turbulent and calm skies. Their ability to manage the fund effectively during both challenging and favorable times is key. Therefore, analyzing the historical performance of fund managers is important to gauge their future potential. This NFO will have 3 fund managers and performance of Shri Ajay Khandelwal is quite impressive whereas the past performance of Shri Rakesh Shetty in two funds selected on random basis is not quite impressive and both the schemes have underperformed their respective benchmark index.
[ C ] My Review
Taking these factors into account and considering that the market is currently trading at high price to earnings ratio, there is still potential for further downside in large cap and mid-cap stocks. Even after a significant market correction, many stocks continue to trade at elevated PE multiples ranging from 40 to 60. While we acknowledge that opinions may vary regarding the valuation of these stocks, we believe it is prudent to hold off on investing in this new fund offer (NFO) until market conditions stabilize. or alternatively make small investment as of now.
Is it good to invest in Motilal Oswal Active Momentum Fund NFO?
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