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Motilal Oswal Active Momentum Fund Direct - Growth

NAV as of Oct 20, 2025Returns since inceptionET Money RankAUM (Fund size)
21.49%
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169 Cr

Historical NAV & returns

NAV: ₹12.2017 as on Oct 20, 2025
This fund Category average
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This fund Category average

Motilal Oswal Active Momentum Fund overview

Expense ratio2.56% as on Sep 30, 2025
Exit load1.0%info
Exit load of 1%, if redeemed within 90 days.!
AUM (Fund size)169 Cr
Lock-in PeriodNil
Age8 m since Feb 24, 2025
BenchmarkNIFTY 500 TRI
Min. investment

SIP: 500 & Lumpsum: 1000

RiskVery HighVery High Risk
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
Investment period
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 Oct 17, 2025

PeriodThis fundCategory average
1 Month 6.81% 2.72%
3 Months 11.03% 3.22%
6 Months 24.01% 9.73%

Asset allocationas on Sep 30, 2025

Large Cap 21.2%

Mid Cap 40.13%

Small Cap 23.73%

Other Cap 0%

Top sectors

Capital Goods 20.78%

Automobile 12.02%

Services 11.05%

Financial 10.44%

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 14.93746599%

Other Holdings

Others 14.94%

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

ET Money rank

in Strategy
#NA
Ranking for this fund is unavailable.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 1%, if redeemed within 90 days.