Motilal Oswal Active Momentum Fund Direct - Growth

NAV as of Jul 21, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹11.1521+0.78% 1 day change	11.64%	#NA View Ranked Funds	₹73 Cr

Historical NAV & returns

NAV: ₹11.1521 as on Jul 21, 2025

This fund Category average

Motilal Oswal Active Momentum Fund overview

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)	₹73 Cr
Lock-in Period	Nil
Age	5 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, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Motilal Oswal Active Momentum Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 12, 2025

Period	This fund	Category average
1 Month	1.1%	0.2%
3 Months	10.47%	6.62%

Asset allocationas on May 31, 2025

Large Cap 24.83%

Mid Cap 44.37%

Small Cap 22.22%

Other Cap 0%

Top holdings

Aegis Vopak Terminals Ltd.5.48%

Bharat Dynamics Ltd.4.68%

Onesource Specialty Pharma Ltd.3.46%

Shaily Engineering Plastics Ltd.3.32%

Top sectors

Capital Goods 22.009999999999998%

Services 11.74%

Financial 10.39%

Healthcare 9.08%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Net Receivables 8.59%

Other Holdings

Others 8.59%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Active Momentum Fund	N.A.	73 Cr	5 m	2.58%
ICICI Prudential India Opportunities Fund	N.A.	27,197 Cr	6 yrs 6 m	0.63%
SBI Contra Fund	N.A.	44,069 Cr	12 yrs 6 m	0.62%
ICICI Prudential Value Fund	N.A.	51,112 Cr	12 yrs 6 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,231 Cr	11 yrs 3 m	0.58%
ICICI Prudential India Equity FOF	N.A.	179 Cr	5 yrs 5 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Active Momentum Fund	1.1%	N.A.	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	-0.54%	10.45%	8.69%	27.3%	32.76%	14.48%
SBI Contra Fund	0.0%	6.82%	1.9%	24.33%	32.91%	16.6%
ICICI Prudential Value Fund	-0.49%	9.35%	6.46%	24.25%	27.83%	15.73%
ICICI Prudential Dividend Yield Equity Fund	-0.37%	9.79%	4.94%	27.4%	30.93%	16.61%
ICICI Prudential India Equity FOF	0.13%	8.91%	6.26%	23.56%	28.2%	12.51%

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	11.92	0.8	1.74	2.97
SBI Contra Fund	12.58	0.86	1.51	2.4
ICICI Prudential Value Fund	11.51	0.76	1.55	2.66
ICICI Prudential Dividend Yield Equity Fund	12.58	0.84	1.65	2.51
ICICI Prudential India Equity FOF	12.1	0.84	1.46	2.23

View all Strategy funds

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

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Motilal Oswal Active Momentum Fund in detail with

About this fund

About Motilal Oswal Active Momentum Fund

Motilal Oswal Active Momentum Fund Direct - Growth is a Strategy mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 5 m, having been launched on 24/02/2025. Motilal Oswal Active Momentum Fund Direct - Growth has ₹73 Crores worth of assets under management (AUM) as on 31/05/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Active Momentum Fund Direct - Growth as of 21/07/2025 is ₹11.15. The fund has an expense ratio of 2.58%, which is higher than what most other Strategy funds charge.

The fund has the majority of its money invested in Capital Goods, Services, Financial, Healthcare, Energy sectors. It has taken less exposure in Capital Goods, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in Aegis Vopak Terminals Ltd., Bharat Dynamics Ltd., Onesource Specialty Pharma Ltd., Shaily Engineering Plastics Ltd., BSE Ltd..

...

Fund AUM	73 Cr as on May 31, 2025
Scheme document	View Scheme Document

Fund managers

Varun Sharma

Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta. Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Rakesh Shetty

Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Investment objective

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.

Motilal Oswal Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	1,09,736 Cr as on Jun 30, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	30,401 Cr	8.0%	37.28%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	919 Cr	3.48%	32.98%
Motilal Oswal Large and Midcap Fund	N.A.	10,840 Cr	17.53%	30.76%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,312 Cr	4.9%	30.62%
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,360 Cr	12.4%	28.02%
Motilal Oswal Nifty 500 Index Fund	N.A.	2,359 Cr	2.75%	21.53%

See all Equity funds from this AMC

Frequently asked questions

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

The current Net Asset Value (NAV) of the Motilal Oswal Active Momentum Fund - Direct Growth plan is approximately ₹11.1521 as of Jul 21, 2025.

How much does this mutual fund charge as expense ratio?

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.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal Active Momentum Fund currently has assets under management (AUM) or fund size valued at approximately 73 Cr as on May 31, 2025.

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

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

Company	Percentage of Portfolio
Aegis Vopak Terminals Ltd.	5.48%
Bharat Dynamics Ltd.	4.68%
Onesource Specialty Pharma Ltd.	3.46%
Shaily Engineering Plastics Ltd.	3.32%
BSE Ltd.	3.31%
Solar Industries India Ltd.	3.3%
Mazagon Dock Shipbuilders Ltd.	3.3%
Coforge Ltd.	3.25%
Waaree Energies Ltd.	3.25%
Hitachi Energy India Ltd.	3.24%

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

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

Sector	Percentage of Portfolio
Capital Goods	22.009999999999998%
Services	11.74%
Financial	10.39%
Healthcare	9.08%
Energy	8.73%
Chemicals	6.18%
Technology	6.07%
Consumer Staples	5.369999999999999%
Materials	3.32%
Construction	3.01%

What is risk level of Motilal Oswal Active Momentum Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

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

How do I invest in Motilal Oswal Active Momentum Fund?

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.

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

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.

ET Money rank

in Strategy

#NA

Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 3 Months .
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 90 days.