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NAV History Comparison

Sector Allocation Comparison

Metric
Motilal Oswal Active Momentum Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Thematic
Tata Business Cycle Fund Direct Growth

Tata Mutual Fund

Equity Thematic
Tata Nifty Capital Markets Index Fund Direct Growth

Tata Mutual Fund

Equity Thematic
Tata Nifty India Tourism Index Fund Direct Growth

Tata Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 10.01 (21-Apr-2025) ₹ 19.2 (21-Apr-2025) ₹ 10.17 (21-Apr-2025) ₹ 10.6 (21-Apr-2025)
Fund Size 46.2 2734.92 148.31 279.53
Expense Ratio (%) 2.56 0.54 0.3 0.3
Risk Very High Very High Very High Very High
Min Investment (₹) 500 5000 5000 5000
Min SIP (₹) 500 100 100 100
Exit Load Exit load of 1%, if redeemed within 90 days. Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. Exit load of 0.25%, if redeemed within 15 days Exit load of 0.25%, if redeemed within 15 days.
Returns
1Y Return (%) N/A 6.67 N/A N/A
3Y Return (%) N/A 20.41 N/A N/A
5Y Return (%) N/A N/A N/A N/A
Top Holdings
Top 10 Holdings
Radico Khaitan Ltd.
3.44%
Onesource Specialty Pharma Ltd.
3.42%
Amber Enterprises India Ltd.
3.34%
Affle (India) Ltd.
3.33%
Interglobe Aviation Ltd.
3.32%
Krishna Institute of Medical Sciences Ltd
3.31%
Muthoot Finance Ltd.
3.3%
Suven Pharmaceuticals Ltd.
3.29%
Persistent Systems Ltd.
3.27%
Welspun Corp Ltd.
3.26%
HDFC Bank Ltd.
6.22%
Reliance Industries Ltd.
5.16%
Bharti Airtel Ltd.
4.28%
Kotak Mahindra Bank Ltd.
4.11%
Axis Bank Ltd.
2.93%
Larsen & Toubro Ltd.
2.74%
Lupin Ltd.
2.73%
ICICI Bank Ltd.
2.49%
HDFC Life Insurance Co Ltd.
2.11%
Ambuja Cements Ltd.
1.99%
BSE Ltd.
23.92%
HDFC Asset Management Company Ltd.
15.02%
Multi Commodity Exchange Of India Ltd.
10.0%
Central Depository Services (India) Ltd.
8.02%
360 One Wam Ltd.
6.77%
Computer Age Management Services Ltd.
6.58%
Angel One Ltd.
4.95%
Indian Energy Exchange Ltd.
4.92%
KFin Technologies Ltd.
4.38%
Nippon Life India Asset Management Ltd.
3.72%
Interglobe Aviation Ltd.
20.68%
The Indian Hotels Company Ltd.
19.24%
GMR Airports Ltd.
13.3%
Jubilant FoodWorks Ltd.
12.38%
Indian Railway Catering & Tourism Corporation Ltd.
10.74%
EIH Ltd.
3.43%
Sapphire Foods India Ltd.
3.4%
Lemon Tree Hotels Ltd.
3.1%
Devyani International Ltd.
2.93%
Chalet Hotels Ltd.
2.86%
About Fund
Fund Started Date 17-Mar-2025 04-Aug-2021 24-Oct-2024 24-Jul-2024
Fund Manager Varun Sharma, Ajay Khandelwal, Vishal Ashar Hasmukh Vishariya Kapil Menon, Rakesh Prajapati Kapil Menon, Rakesh Prajapati
Custodian Name Deutsche Bank Standard Chartered Bank Standard Chartered Bank Standard Chartered Bank
RTA Name KFin Tech Cams Cams Cams
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.camsonline.com