NAV as on 29-04-2025
₹ 9.98
▲1.2%
1D
Inception Returns
/yr
Motilal Oswal Active Momentum Fund Direct Growth is an equity fund. This fund was started on 17 March, 2025. The fund is managed by Ajay Khandelwal. The fund could potentially beat inflation in the long-run.
Motilal Oswal Active Momentum Fund Direct Growth has given a CAGR return of -0.67% since inception.
Motilal Oswal Active Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Health, Basic Materials, Communication, Tech, Consumer Cyclical, Consumer Defensive. Its top holdings are Radico Khaitan Ltd, OneSource Specialty Pharma Ltd, Amber Enterprises India Ltd Ordinary Shares, Affle India Ltd, InterGlobe Aviation Ltd
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
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.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Active Momentum Fund Direct Growth has no lock in period.
Expense ratio | 2.56% |
Benchmark | Nifty 500 TR INR |
AUM | ₹46 Cr |
Inception Date | 17 March, 2025 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
as on (29-Apr-25)
as on (31-Mar-25)
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▲ 27.96
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▲ 32.20
Motilal Oswal Active Momentum Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -0.14% | -0.14% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |