
Motilal Oswal Active Momentum Fund Direct Growth
Motilal Oswal Active Momentum Fund Direct Growth
as on 06 Nov 2026
Motilal Oswal Active Momentum Fund Direct Growth is a Equity mutual fund scheme launched on 17 Mar 2025. The current NAV stands at ₹13.9798 as of 06 Nov 2026. From the funds total AUM, its top holdings include Sterlite Technologies at 8.30%, Aditya Infotech at 6.16%, Onesource Specialty Pharma at 5.66%, Shaily Engineering Plastics at 4.50%, Net Receivables / (Payables) at 4.29%
Scheme Overview
- Inception Date : 17 Mar 2025
- AUM : ₹1,364.10 Cr
- 1Y Returns (CAGR) : 17.82%
- Expense Ratio : 3.20%
- Min. SIP : ₹500
- Min. Lumpsum : ₹500
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 6.61 L
17.82%
Total Investment
₹ 6,00,000
Returns
₹ 61,189 (17.82%)
Maturity Value
₹ 6,61,189
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 1,364.10 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹1,364.10 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Industrials | 34.31% | ||
| Financial Services | 22.49% | ||
| Basic Materials | 17.75% | ||
| Technology | 12.86% | ||
| Healthcare | 5.66% | ||
| Other | 4.30% | ||
| Consumer Cyclical | 2.62% |
Stock Holdings
as of 31 May 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() S Sterlite Technologies | 8.30% | |
![]() A Aditya Infotech | 6.16% | |
![]() O Onesource Specialty Pharma | 5.66% | |
![]() S Shaily Engineering Plastics | 4.50% | |
![]() N Net Receivables / (Payables) | 4.29% | |
![]() S Suzlon Energy | 4.09% | |
![]() G GE Vernova T&D | 3.87% | |
![]() D Data Patterns | 3.80% | |
![]() K KEI Industries | 3.63% | |
![]() A Anand Rathi Wealth | 3.55% | |
![]() P Piramal Finance | 3.44% | |
![]() J Jain Resource Recycling | 3.43% | |
![]() M MCX | 3.41% | |
![]() A Acutaas Chemicals | 3.36% | |
![]() N Nippon Life India AMC | 3.28% | |
![]() S Solar Industries | 3.24% | |
![]() G Garware Hi-Tech Films | 3.21% | |
![]() M Muthoot Finance | 3.14% | |
![]() M MTAR Technologies | 3.10% | |
![]() I ICICI Prudential Asset Management | 3.03% | |
![]() B Bharat Heavy Electricals | 2.88% | |
![]() A ABB | 2.69% | |
![]() B BSE | 2.64% | |
![]() S SJS Enterprises | 2.62% | |
![]() F Fractal Analytics | 2.37% | |
![]() T TD Power Systems | 2.33% | |
![]() P Premier Energies | 2.19% | |
![]() H Hitachi Energy | 1.75% | |
![]() T TVS Motors 6% PREF 01-09-2026 | 0.01% | |
![]() Z Zen Technologies | 0.00% | |
![]() B Bharat Electronics | 0.00% | |
![]() L Lupin | 0.00% | |
![]() G Groww | 0.00% | |
![]() S Samvardhana Motherson International | 0.00% | |
![]() S Shriram Finance | 0.00% | |
![]() J Jindal Steel | 0.00% | |
![]() E Eternal | 0.00% | |
![]() T Torrent Pharmaceuticals | 0.00% |
Fund Comparison
Fund Details
52W High NAV
₹ 14.8401
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 1,364.10
Expense Ratio
3.20%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 10.6863
Inception Date
17 Mar 2025
Fund Age
1 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 90 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Varun Sharma | Post Graduate Diploma in Management from IIM - Calcutta,Bachelor in Business Studies from shaheed Sukhdev College of Business Studies, University Of Delhi |
| Ajay Khandelwal | MBA, Bachelor of Engineering |
| Vishal Ashar | MMS (Finance) |
| Rakesh Shetty | Bachelors of Commerce |
| Bhalchandra Shinde | M.M.S Finance & B.E. Mech |
Fund Objective
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. However, there can be no assurance that the investment objective of the scheme will be realized.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Motilal Oswal Mutual Fund
No. of Schemes
53
Total AUM
₹ 1,30,768.31 Cr
Contact Details
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Contact Details
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
FAQs
When was Motilal Oswal Active Momentum Fund launched?
What is the current NAV of Motilal Oswal Active Momentum Fund?
What is the AUM of Motilal Oswal Active Momentum Fund?
What is the rate of return of Motilal Oswal Active Momentum Fund?
- In the past 1Y: 17.82%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Motilal Oswal Active Momentum Fund?
What is exit load of Motilal Oswal Active Momentum Fund?
What is the portfolio of Motilal Oswal Active Momentum Fund?
- Sterlite Technologies: 8.30%
- Aditya Infotech: 6.16%
- Onesource Specialty Pharma: 5.66%
- Shaily Engineering Plastics: 4.50%
- Suzlon Energy: 4.09%
Top 3 sectoral holdings include:
- Industrials: 34.31%
- Financial Services: 22.49%
- Basic Materials: 17.75%
How risky is investing in Motilal Oswal Active Momentum Fund?
Who is the fund manager Motilal Oswal Active Momentum Fund?
What is the minimum investment required in Motilal Oswal Active Momentum Fund?
How to invest in Motilal Oswal Active Momentum Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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