How to check the XIRR of Motilal Oswal Active Momentum Fund- Regular- Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Active Momentum Fund- Regular- Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Active Momentum Fund- Regular- Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Active Momentum Fund- Regular- Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Active Momentum Fund- Regular- Growth

Motilal Oswal Mutual Fund

Expense Ratio: 2.65

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 24-02-2025

Exit Load: Nil

Fund Size:₹341.35 Cr

Performance

Fund20.18%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund26.15%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Ola Electric Mobility Ltd	Equity	Listed	Small Cap	Automobiles	48.84	6.46%
2	InterGlobe Aviation Limited	Equity	Listed	Large Cap	Transport Services	46.35	6.13%
3	Sterlite Technologies Limited	Equity	Listed	Small Cap	Telecom - Equipment & Accessories	44.55	5.89%
4	Garware Hi-Tech Films Limited	Equity	Listed	Small Cap	Industrial Products	37.63	4.98%
5	Aditya Infotech Limited	Equity	Listed	Small Cap	Industrial Manufacturing	36.32	4.80%
6	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	34.64	4.58%
7	Anand Rathi Wealth Limited	Equity	Listed	Small Cap	Capital Markets	29.34	3.88%
8	Acutaas Chemicals Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	27.84	3.68%
9	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	27.31	3.61%
10	Nephrocare Health Services Ltd	Equity	Listed	Small Cap	Healthcare Services	26.20	3.46%

Similar Funds

SBI NIFTY 50 ETF

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Expense Ratio: 0.04

NAV / Fund Size

₹249.54₹2,18,354.97 Cr

Incep: 20-07-2015

Other ETFsVery High RiskOther

-8.57%

-2.63%

6.65%

5.95%

9.96%

Fund Details

SBI NIFTY 50 ETF

NAV / Fund Size₹249.54₹2,18,354.97 Cr

Other ETFsVery High RiskOther

-8.57%

-2.63%

6.65%

5.95%

9.96%

SBI Small Cap Fund - Regular Plan - Growth

SBI Mutual Fund

Expense Ratio: 1.57

NAV / Fund Size

₹177.50₹36,166.57 Cr

Incep: 27-07-2009

Small Cap FundVery High RiskEquity

3.35%

-3.03%

9.33%

10.90%

22.41%

Fund Details

SBI Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹177.50₹36,166.57 Cr

Small Cap FundVery High RiskEquity

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9.33%

10.90%

22.41%

Motilal Oswal NIFTY 5 Year Benchmark G-Sec ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.24

NAV / Fund Size

₹64.35₹142.69 Cr

Incep: 23-11-2020

Other ETFsModerate RiskOther

2.82%

5.59%

6.85%

5.61%

5.25%

Fund Details

Motilal Oswal NIFTY 5 Year Benchmark G-Sec ETF

NAV / Fund Size₹64.35₹142.69 Cr

Other ETFsModerate RiskOther

2.82%

5.59%

6.85%

5.61%

5.25%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	68114	+13.5%	+29.4%
SI	07 Apr, 25	95000	1.16 L.	+21.7%	+27.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.20 L.	+20.2%	+20.2%
SI	21 Mar, 25	1 L.	1.44 L.	+44.1%	+26.2%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.