The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments by investing through a Momentum factor-based approach for stock selection.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns
Since Launch in Mar 17, 2025
26.7
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.47%
Volatility
0.0 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Mr. Ajay Khandelwal, Mr. Varun Sharma, Mr. Vishal Ashar, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.