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 | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Regular Growth | ₹12.6025 | +8.79% | +5.40% | +1.28% | +23.42% | — | — |
Portfolio Metrics(latest month)
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.