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| NAV as of Oct 20, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹12.2017+0.63% 1 day change | 21.49% | App exclusive | ₹169 Cr |
| Expense ratio | 2.56% as on Sep 30, 2025 |
| Exit load | 1.0% Exit load of 1%, if redeemed within 90 days.! |
| AUM (Fund size) | ₹169 Cr |
| Lock-in Period | Nil |
| Age | 8 m since Feb 24, 2025 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| 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, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 6.81% | 2.72% |
| 3 Months | 11.03% | 3.22% |
| 6 Months | 24.01% | 9.73% |

Large Cap 21.2%
Mid Cap 40.13%
Small Cap 23.73%
Other Cap 0%
Capital Goods 20.78%
Automobile 12.02%
Services 11.05%
Financial 10.44%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Net Receivables 14.93746599%
Others 14.94%

Risk ratios are based on three-year data. The required data is unavailable for the scheme.
| Fund AUM | 169 Cr as on Sep 30, 2025 |
| Scheme document | View Scheme Document |
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.
| No. of schemes | 47 view all schemes |
| Total AUM | 1,27,837 Cr as on Sep 30, 2025 |
| Address | Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025 |
| Phone | 022-39804238 / 1800-200-6626 |
| Fund name | ETM Rank | AUM | 1Y | 5Y |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund | N.A. | 34,749 Cr | 0.81% | 34.87% |
| Motilal Oswal Large and Midcap Fund | N.A. | 13,778 Cr | 9.39% | 30.31% |
| Motilal Oswal Nifty Midcap 150 Index Fund | N.A. | 2,631 Cr | 7.08% | 28.03% |
| Motilal Oswal Nifty Smallcap 250 Index Fund | N.A. | 997 Cr | 2.11% | 27.89% |
| Motilal Oswal ELSS Tax Saver Fund | N.A. | 4,377 Cr | 2.78% | 27.18% |
| Motilal Oswal Nasdaq 100 FOF Scheme | N.A. | 6,089 Cr | 43.73% | 22.93% |
The current Net Asset Value (NAV) of the Motilal Oswal Active Momentum Fund - Direct Growth plan is approximately ₹12.2017 as of Oct 20, 2025.
The Motilal Oswal Active Momentum Fund - Direct Growth has an expense ratio of 2.56%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.
The Motilal Oswal Active Momentum Fund currently has assets under management (AUM) or fund size valued at approximately 169 Cr as on Sep 30, 2025.
The Motilal Oswal Active Momentum Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| Muthoot Finance Ltd. | 7.0% |
| Ola Electric Mobility Ltd. | 5.72% |
| Bharat Electronics Ltd. | 4.17% |
| Eternal Ltd. | 4.05% |
| Waaree Energies Ltd. | 3.97% |
| Siemens Energy India Ltd. | 3.72% |
| Amber Enterprises India Ltd. | 3.68% |
| TVS Motor Company Ltd. | 3.52% |
| Multi Commodity Exchange Of India Ltd. | 3.51% |
| One97 Communications Ltd. | 3.49% |
The Motilal Oswal Active Momentum Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Capital Goods | 20.78% |
| Automobile | 12.02% |
| Services | 11.05% |
| Financial | 10.44% |
| Energy | 7.69% |
| Healthcare | 5.82% |
| Consumer Discretionary | 3.68% |
| Materials | 3.3% |
| Consumer Staples | 3.12% |
| Metals & Mining | 2.92% |
This is a Strategy fund comes with Very High risk.
No, this fund does not have any lock-in period.
It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:
For the Desktop Version:
For the Mobile Version:
That's it. Your investment in the Motilal Oswal Active Momentum Fund is complete.
Redeeming your investments in the Motilal Oswal Active Momentum Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.
If you have invested from anywhere else, you can go to the fund house website and put a request through it.
