Motilal Oswal Active Momentum Fund Direct Growth

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, Varun Sharma, Rakesh Shetty. The fund could potentially beat inflation in the long-run.

1. Motilal Oswal Active Momentum Fund Direct Growth has ₹169 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
2. The fund has an expense ratio 2.6.
   

Motilal Oswal Active Momentum Fund Direct Growth has given a CAGR return of 21.25% since inception.

Motilal Oswal Active Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Financial Services, Basic Materials, Tech, Health, Utilities, Consumer Defensive, Corporate. Its top holdings are Muthoot Finance Ltd, Ola Electric Mobility Ltd, Bharat Electronics Ltd, Eternal Ltd, Waaree Energies 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 benefit
Dividends 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.