Motilal Oswal Active Momentum Fund
Get the latest NAV of Motilal Oswal Active Momentum Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.91
▲1.2%1D
NAV as on 17 Apr 2026
17.54%/per year
Since Inception
▲▼
3103 people have invested ₹ 2.6Cr in Motilal Oswal Active Momentum Fund in the last three months
Motilal Oswal Active Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Apr-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Motilal Oswal Active Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Active Momentum Fund Asset Allocation
See fund asset allocation details as on (13-Apr-26)
Fund Distribution
as on (13-Apr-26)
Motilal Oswal Active Momentum Fund Sector Allocation
See fund sector allocation details as on (13-Apr-26)
Sector Allocation
Top 3 Sectors in March were Financial Services, Industrial & Consumer Cyclical
Industrial
26%
Financial Services
25%
Basic Materials
17%
Financial Services
36%
Industrial
25%
Consumer Cyclical
18%
Motilal Oswal Active Momentum Fund Holdings Details
as on (31-Mar-26)
Motilal Oswal Active Momentum Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 2.58% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹330 Cr |
| Inception Date | 17 March, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 2565.04% |
| Risk |   Very High Risk |
About Motilal Oswal Active Momentum Fund
Motilal Oswal Active Momentum Fund is an equity fund. This fund was started on 17 March, 2025. The fund is managed by Rakesh Shetty, Ajay Khandelwal, Varun Sharma, Bhalchandra Shinde, Vishal Ashar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Active Momentum Fund has ₹330 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 2.6.
Returns
Motilal Oswal Active Momentum Fund has given a CAGR return of 17.54% since inception. Over the last 1 year the fund has given a CAGR return of 20.59%.
Holdings
Motilal Oswal Active Momentum Fund has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Basic Materials, Consumer Cyclical, Health, Energy, Tech, Corporate. Its top holdings are Jain Resource Recycling Ltd, Bharat Electronics Ltd, Piramal Finance Ltd, TVS Motor Co Ltd, Coal India Ltd
Taxation
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.
Investment objective of Motilal Oswal Active Momentum Fund
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 and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Active Momentum Fund has no lock in period.
Fund Manager
Rakesh Shetty
Fund Manager of Motilal Oswal Active Momentum Fund, since 17 March 2025
Ajay Khandelwal
Fund Manager of Motilal Oswal Active Momentum Fund, since 17 March 2025
Varun Sharma
Fund Manager of Motilal Oswal Active Momentum Fund, since 17 March 2025
Bhalchandra Shinde
Fund Manager of Motilal Oswal Active Momentum Fund, since 1 August 2025
Vishal Ashar
Fund Manager of Motilal Oswal Active Momentum Fund, since 17 March 2025
- AUM of the fund stands at 330.5 Cr as of Mar'26
- AUM decreased by 39.3 Cr between Mar'26 and Feb'26
Frequently Asked Questions for Motilal Oswal Active Momentum Fund
How do I invest in Motilal Oswal Active Momentum Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Active Momentum Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.