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MOTILAL OSWAL ACTIVE MOMENTUM FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis
- Equity
- Other Themes
- Average
-
₹11.17
(0.07%)
Current NAV 04-07-2025
-
0%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 91.41%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 40.03 |
| Large Cap | 22.4 |
| Small Cap | 20.05 |
| Others | 8.94 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Financial Services
Basic Materials
Healthcare
Technology
Communication Services
Consumer Cyclical
Consumer Defensive
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Aegis Vopak Termin | 5.48% | - | 0% | ||
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 4.68% | - | 0% |
| OneSource Specialty Pharma Ltd | Healthcare | 3.46% | - | 0% | |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (44.08) | 3.32% | 80.4 | 84.93% |
| BSE Ltd | Mid Cap | Financial Services | 3.31% | - | 0% |
| Mazagon Dock Shipbuilders Ltd | Mid Cap | Industrials | 3.3% | - | 0% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 3.3% | 0 | 14.53% |
| Coforge Ltd | Mid Cap | Technology (29.76) | 3.25% | 69.96 | 69.18% |
| Waaree Energies Ltd | Mid Cap | Technology | 3.25% | - | 0% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (204.54) | 3.24% | 0 | 45.25% |
| Bharat Electronics Ltd | Large Cap | Industrials (52.98) | 3.23% | 58.74 | 34.74% |
| Suzlon Energy Ltd | Mid Cap | Industrials (56.42) | 3.22% | 43.4 | 21.28% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (91.69) | 3.09% | 80.82 | 125.54% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (79.05) | 3.01% | 149.12 | -9.82% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 2.88% | 18.4 | 18.6% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (39.22) | 2.85% | 83.92 | 52.46% |
| KEI Industries Ltd | Mid Cap | Industrials (47.47) | 2.84% | 51.96 | -19.16% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 2.82% | 40.82 | 136.49% |
| Affle 3i Ltd | Small Cap | Communication Services (18.33) | 2.82% | 74.15 | 48.81% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (68.9) | 2.78% | 101.7 | 52.52% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 2.77% | - | 0% |
| Bajaj Holdings and Investment Ltd | Large Cap | Financial Services (10.67) | 2.76% | 0 | 0% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.6) | 2.7% | 34.89 | 41.81% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.42) | 2.7% | 20.17 | 16.99% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (36.21) | 2.69% | 17.52 | 57.6% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.3) | 2.68% | 30.69 | 34.43% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 2.66% | -10.49 | 85.47% |
| Godfrey Phillips India Ltd | Small Cap | Consumer Defensive (44.22) | 2.59% | 42.15 | 99.67% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (28.79) | 2.24% | 20.18 | 47.6% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 1.5% | 206.18 | 772.74% |
| Suven Pharmaceuticals Ltd | Small Cap | Healthcare (39.22) | 0% | 97.56 | 25.95% |
| PG Electroplast Ltd | Small Cap | Technology | 0% | - | 0% |
| SRF Ltd | Mid Cap | Industrials (76.42) | 0% | 76.67 | 35.34% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for MOTILAL OSWAL ACTIVE MOMENTUM FUND REGULAR PLAN IDCW PAYOUT?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for MOTILAL OSWAL ACTIVE MOMENTUM FUND REGULAR PLAN IDCW PAYOUT?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
