Motilal Oswal Active Momentum Fund

Motilal Oswal Active Momentum Fund

Equity

Motilal Oswal Mutual Fund

Equity - Other

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.

₹11.18

▼-0.3%1D

NAV as on 17 Mar 2026

9.76%/per year

Since Inception

Absolute Gain%

▲▼

3388 people have invested ₹ 2.8Cr 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-Mar-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.08%
-8.79%
-5.07%
--
--
--
Nifty 500
-9.13%
-8.96%
-8.76%
5.44%
14.05%
11.67%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.27%
8.57%
15.16%
40.39%
32.84%
27.06%
Worst in Equity - Other
-14.21%
-21.92%
-23.59%
-11.68%
7.85%
5.89%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Active Momentum Fund
-
370Cr
2.57%
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.66%
11.49%
22.63%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.74%
12.01%
21.8%
7.04
0.84
1.44
2.86
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
10.51%
19.61%
3.82
1.02
1.13
2.00
1.38
See all

Motilal Oswal Active Momentum Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Active Momentum Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
46.8%
Mid cap
33.1%
Small cap
13.5%
Mid Cap allocation has gone down from 41.1% to 33.1%
Mid Cap allocation has gone down from 41.1% to 33.1%
Large Cap allocation has gone up from 32.5% to 46.8%
Large Cap allocation has gone up from 32.5% to 46.8%
Small Cap allocation has gone down from 17.9% to 13.5%
Small Cap allocation has gone down from 17.9% to 13.5%
Cash allocation has gone down from 5.3% to 2.7%
Cash allocation has gone down from 5.3% to 2.7%

Motilal Oswal Active Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Industrial
29.5%
Consumer Cyclical
14.8%
Tech
13.4%
Financial Services
11.3%
Health
10.1%
Basic Materials
8.1%
Utilities
4.5%
Consumer Defensive
3.8%
Real Estate
3.5%
Energy
0.9%

Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical

Feb'26

Financial Services

36%

Industrial

25%

Consumer Cyclical

18%

Jan'26

Financial Services

49%

Industrial

16%

Consumer Cyclical

14%

Motilal Oswal Active Momentum Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
State Bank of India
6.12%
-6.9%
Bharat Electronics Ltd
5.23%
0%
Shriram Finance Ltd
4.84%
0%
Jain Resource Recycling Ltd
4.61%
7.9%
KEI Industries Ltd
4.45%
0%
See all
Top Stocks bought last month
Ather Energy Ltd's allocation increased from 1.61% to 3.29%
Ather Energy Ltd's allocation increased from 1.61% to 3.29%
Polycab India Ltd's allocation increased from 2.18% to 3.76%
Polycab India Ltd's allocation increased from 2.18% to 3.76%
Eicher Motors Ltd's allocation increased from 2.38% to 3.42%
Eicher Motors Ltd's allocation increased from 2.38% to 3.42%
Top Stocks sold last month
Bharat Electronics Ltd's allocation decreased from 5.42 % to 5.23 %
Bharat Electronics Ltd's allocation decreased from 5.42 % to 5.23 %
Muthoot Finance Ltd's allocation decreased from 4.73 % to 3.5 %
Muthoot Finance Ltd's allocation decreased from 4.73 % to 3.5 %
Escorts Kubota Ltd's allocation decreased from 4.18 % to 3.45 %
Escorts Kubota Ltd's allocation decreased from 4.18 % to 3.45 %

Motilal Oswal Active Momentum Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio2.57%
Benchmark
Nifty 500 TR INR
AUM₹370 Cr
Inception Date17 March, 2025
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
2565.04%
Risk
Risk meter
pointer
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 Varun Sharma, Rakesh Shetty, Ajay Khandelwal, Vishal Ashar, Bhalchandra Shinde. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Active Momentum Fund has ₹370 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 2.6.

Returns

Motilal Oswal Active Momentum Fund has given a CAGR return of 9.76% since inception.

Holdings

Motilal Oswal Active Momentum Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Tech, Health, Energy, Corporate. Its top holdings are State Bank of India, Bharat Electronics Ltd, Shriram Finance Ltd, Jain Resource Recycling Ltd, KEI Industries 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 benefit
Dividends 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

Varun Sharma

Fund Manager of Motilal Oswal Active Momentum Fund, since 17 March 2025

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

Vishal Ashar

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 369.8 Cr
₹ 360.2 Cr
₹ 354.3 Cr
  • AUM of the fund stands at 369.8 Cr as of Feb'26
  • AUM increased by 9.6 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Motilal Oswal Active Momentum Fund

How do I invest in Motilal Oswal Active Momentum Fund?

INDmoney makes it simple to invest in the Motilal Oswal Active Momentum Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Motilal Oswal Active Momentum Fund?

The NAV of the fund today is ₹11.18. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Motilal Oswal Active Momentum Fund?

The fund managers are Varun Sharma, Rakesh Shetty, Ajay Khandelwal, Vishal Ashar, Bhalchandra Shinde.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-3 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 2.57%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹370 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Active Momentum Fund?

The top 3 holdings of the fund are State Bank of India(6.12%), Bharat Electronics Ltd(5.23%), Shriram Finance Ltd(4.84%)