Question 1

What is the current NAV of Motilal Oswal Active Momentum Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Motilal Oswal Active Momentum Fund - Direct Growth plan is approximately ₹10.9653 as of Jun 05, 2025.

Question 2

How much does Motilal Oswal Active Momentum Fund charge as the expense ratio?

Accepted Answer

The Motilal Oswal Active Momentum Fund - Direct Growth has an expense ratio of 2.58%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 3

What is the AUM or size of Motilal Oswal Active Momentum Fund?

Accepted Answer

The Motilal Oswal Active Momentum Fund currently has assets under management (AUM) or fund size valued at approximately ₹53 Crs crore as of Mar 31, 2025.

Question 4

What are the top stock holdings of Motilal Oswal Active Momentum Fund?

Accepted Answer

The Motilal Oswal Active Momentum Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Mazagon Dock Shipbuilders Ltd.	3.75%
Multi Commodity Exchange Of India Ltd.	3.71%
Bharat Dynamics Ltd.	3.71%
Coromandel International Ltd.	3.63%
Bharti Airtel Ltd.	3.5%
Radico Khaitan Ltd.	3.48%
Cholamandalam Financial Holdings Ltd.	3.46%
ICICI Bank Ltd.	3.43%
Krishna Institute of Medical Sciences Ltd	3.42%
Interglobe Aviation Ltd.	3.41%

Question 5

What are the top sectors Motilal Oswal Active Momentum Fund has invested in?

Accepted Answer

The Motilal Oswal Active Momentum Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Mazagon Dock Shipbuilders Ltd.	3.75%
Multi Commodity Exchange Of India Ltd.	3.71%
Bharat Dynamics Ltd.	3.71%
Coromandel International Ltd.	3.63%
Bharti Airtel Ltd.	3.5%
Radico Khaitan Ltd.	3.48%
Cholamandalam Financial Holdings Ltd.	3.46%
ICICI Bank Ltd.	3.43%
Krishna Institute of Medical Sciences Ltd	3.42%
Interglobe Aviation Ltd.	3.41%

Question 6

What is the risk level of Motilal Oswal Active Momentum Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 7

Is there any lock-in period in Motilal Oswal Active Momentum Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 8

How do I invest in Motilal Oswal Active Momentum Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Motilal Oswal Active Momentum Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Motilal Oswal Active Momentum Fund is complete.

Question 9

How can I redeem my investments in Motilal Oswal Active Momentum Fund?

Accepted Answer

Redeeming your investments in Motilal Oswal Active Momentum Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Active Momentum Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	2.58% as on May 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 90 days.!
AUM (Fund size)	₹53 Crs
Lock-in	No Lockin
Age	3 m since Feb 24, 2025
Benchmark	NIFTY 500 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Motilal Oswal Active Momentum Fund	N.A.	₹53 Crs	3 m	2.58%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Active Momentum Fund	11.74%	N.A.	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Active Momentum Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	₹27,780 Crs	16.82%	38.35%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	₹822 Crs	9.26%	34.13%
Motilal Oswal Large and Midcap Fund	N.A.	₹9,176 Crs	23.59%	32.38%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	₹2,126 Crs	9.97%	32.04%
Motilal Oswal ELSS Tax Saver Fund	N.A.	₹3,897 Crs	17.87%	29.49%
Motilal Oswal Nifty 500 Index Fund	N.A.	₹2,199 Crs	8.04%	23.06%

Motilal Oswal Active Momentum Fund Direct - Growth

Historical NAV & returns

Motilal Oswal Active Momentum Fund overview

Motilal Oswal Active Momentum Fund Returns calculator

Trailing returns as on Jun 01, 2025

Asset allocationas on Apr 30, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

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About this fund

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Frequently asked questions

ET Money rank

Sector	Percentage of Portfolio
Capital Goods	13.8%
Healthcare	13.29%
Financial	13.11%
Services	10.52%
Chemicals	3.63%
Communication	3.5%
Consumer Staples	3.48%
Technology	3.3%
Diversified	3.29%
Materials	2.76%