Motilal Oswal Active Momentum Fund
The fund is positioned for high-growth micro-cap and small-cap momentum plays across energy transition, specialty chemicals, and financial services, with concentrated bets revealing conviction in secular growth themes. The sharp rotation out of large-cap quality names like L&T and TVS Motor toward emerging players in renewables and specialty sectors signals a tactical shift toward growth acceleration. The 26.5% top-5 concentration and aggressive seven-stock turnover indicate active conviction-driven stock-picking rather than passive tracking, betting on margin expansion and relative outperformance in smaller, less-followed stories.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Regular Growth | ₹12.7540 | +8.49% | +22.98% | — | — |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| TRP_040526 | 1.39% |
| Aditya Infotech Limited | 5.85% |
| ICICI Prudential Asset Management Company Limited | 3.34% |
| Premier Energies Limited | 2.49% |
| Nippon Life India Asset Management Limited | 3.57% |
| Onesource Specialty Pharma Limited | 6.40% |
| Eternal Limited | 1.88% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Onesource Specialty Pharma Limited INE013P01021 | 6.40% |
| 2 | Aditya Infotech Limited INE819V01029 | 5.85% |
| 3 | Jain Resource Recycling Limited INE0YD401026 | 5.00% |
| 4 | Suzlon Energy Ltd INE040H01021 | 4.73% |
| 5 | Data Patterns (India) Limited INE0IX101010 | 4.54% |
| 6 | Shaily Engineering Plastics Limited INE151G01028 | 4.53% |
| 7 | Anand Rathi Wealth Limited INE463V01026 | 4.39% |
| 8 | Piramal Finance Limited INE202B01038 | 4.23% |
| 9 | Multi Commodity Exchange of India Ltd INE745G01043 | 4.07% |
| 10 | GE Vernova T&D India Limited INE200A01026 | 3.98% |
| 11 | KEI Industries Limited INE878B01027 | 3.97% |
| 12 | Muthoot Finance Ltd INE414G01012 | 3.81% |
| 13 | Samvardhana Motherson International Ltd INE775A01035 | 3.73% |
| 14 | Billionbrains Garage Ventures Ltd INE0HOQ01053 | 3.69% |
| 15 | Nippon Life India Asset Management Limited INE298J01013 | 3.57% |
| 16 | Shriram Finance Limited INE721A01047 | 3.46% |
| 17 | ICICI Prudential Asset Management Company Limited INE346A01027 | 3.34% |
| 18 | Lupin Ltd INE326A01037 | 3.32% |
| 19 | Solar Industries (I) Ltd INE343H01029 | 3.25% |
| 20 | Zen Technologies Limited INE251B01027 | 3.17% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Motilal Oswal Active Momentum Fund hold?
Motilal Oswal Active Momentum Fund holds 28 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 26.52% of NAV.
What is the largest holding in Motilal Oswal Active Momentum Fund?
The largest position in Motilal Oswal Active Momentum Fund is Onesource Specialty Pharma Limited, accounting for 6.40% of NAV.
Is Motilal Oswal Active Momentum Fund a concentrated or diversified fund?
With a Gini coefficient of 0.191, Motilal Oswal Active Momentum Fund is well-diversified. The HHI concentration index is 40,164 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 26.52% of the portfolio.
What is the market cap allocation of Motilal Oswal Active Momentum Fund?
Based on SEBI's AMFI classification, Motilal Oswal Active Momentum Fund's equity portfolio is split as: Large Cap: 25.10%, Mid Cap: 32.92%, Small Cap: 33.88%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Motilal Oswal Active Momentum Fund invest in most?
Motilal Oswal Active Momentum Fund has the highest allocation to Minerals & Mining (5.85%), Cash & Equivalent (5.00%), Chemicals & Petrochemicals (4.54%). The fund is invested across 11 sectors in total.
How actively managed is Motilal Oswal Active Momentum Fund compared to other Sectoral / Thematic funds?
Motilal Oswal Active Momentum Fund has an Active Share of 90.90%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in Motilal Oswal Active Momentum Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Motilal Oswal Active Momentum Fund added 7 new stocks (including TRP_040526) and exited 7 stocks (including TVS Motor Company Limited). Total holding count remained at 29 stocks.