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MOTILAL OSWAL ACTIVE MOMENTUM FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis
- Equity
- Other Themes
- Average
-
₹11.04
(0.07%)
Current NAV 29-08-2025
-
0%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 97.22%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 37.54 |
| Small Cap | 24.55 |
| Others | 22.63 |
| Large Cap | 12.51 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Consumer Cyclical
Financial Services
Healthcare
Basic Materials
Technology
Real Estate
Utilities
Energy
Consumer Defensive
Communication Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Mar-2024 |
Holdings | PE Ratio 13-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 4.44% | 206.18 | 772.74% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 4.26% | -10.49 | 85.47% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 4.25% | 0 | 166.23% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (71.85) | 4.23% | 127.18 | -9.72% |
| Siemens Energy India Ltd | Utilities | 3.99% | - | 0% | |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (71.4) | 3.95% | 57.73 | 47.57% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (48.13) | 3.89% | 97.69 | 49.22% |
| Oswal Pumps Ltd | Industrials | 3.77% | - | 0% | |
| Waaree Energies Ltd | Mid Cap | Technology | 3.68% | - | 0% |
| BSE Ltd | Mid Cap | Financial Services | 3.64% | - | 0% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (27.41) | 3.62% | 17.2 | 33.62% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (67.5) | 3.42% | 89.64 | 59.83% |
| Suzlon Energy Ltd | Mid Cap | Industrials (51.88) | 3.39% | 41.84 | -13.39% |
| Aegis Vopak Terminals Ltd | Energy | 3.38% | - | 0% | |
| OneSource Specialty Pharma Ltd | Healthcare | 3.36% | - | 0% | |
| Anthem Biosciences Ltd | Healthcare | 3.33% | - | 0% | |
| Ellenbarrie Industrial Gases Ltd | Basic Materials | 3.29% | - | 0% | |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (213.96) | 3.29% | 0 | 83.7% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (43.74) | 3.28% | 78.97 | 82.42% |
| Religare Enterprises Ltd | Small Cap | Financial Services (35.65) | 3.26% | 131.11 | -10.18% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (70.67) | 3.07% | 29.47 | -28.47% |
| Polycab India Ltd | Large Cap | Industrials (47.36) | 2.88% | 48.22 | 5.2% |
| One97 Communications Ltd | Mid Cap | Technology (441.58) | 2.69% | 254.6 | 117.66% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (67.61) | 2.5% | 95.54 | 56.55% |
| Bharat Electronics Ltd | Large Cap | Industrials (45.26) | 2.3% | 49.1 | 24.73% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 2.29% | - | 0% |
| Mazagon Dock Shipbuilders Ltd | Mid Cap | Industrials | 2.23% | - | 0% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 2.06% | 0 | 14.53% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.92) | 1.98% | 112.42 | 42.22% |
| Aditya Infotech | 1.5% | - | 0% | ||
| Affle 3i Ltd | Small Cap | Communication Services (17.14) | 0% | 68.85 | 32.02% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (36.96) | 0% | 17.73 | 40.11% |
| Zen Technologies Ltd | Small Cap | Industrials (45.26) | 0% | 52.52 | -15.82% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (38.91) | 0% | 70.28 | 21.9% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 0% | 615.37 | 84.19% |
| Coforge Ltd | Technology | 0% | - | 0% | |
| KEI Industries Ltd | Mid Cap | Industrials (47.36) | 0% | 48.95 | -16.55% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 0% | 0 | 95.96% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (48.13) | 0% | 59.14 | 20.94% |
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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.
