Motilal Oswal Active Momentum Fund Direct Growth

Motilal Oswal Active Momentum Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Equity - Other

Get the latest NAV of Motilal Oswal Active Momentum Fund Direct Growth. 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.

₹11.17

▲0.5%1D

NAV as on 03 Jul 2025

11.68%/per year

Since Inception

Absolute Gain%

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1336 people have invested ₹ 1.4Cr in Motilal Oswal Active Momentum Fund Direct Growth 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 (03-Jul-25)

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

Period
This Fund
Nifty 500
Category Avg
1 Month
3.45%
3.57%
-
3 Months
14.5%
10.73%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Active Momentum Fund
-
73Cr
2.58%
-
-
11.68%
ICICI Prudential India Opportunities Fund Direct Growth
1/39
28,204Cr
0.63%
11.56%
30.19%
23.41%
ICICI Prudential Business Cycle Fund Direct Growth
2/39
12,972Cr
0.72%
10.11%
27.81%
23.87%
ICICI Prudential Exports and Services Fund Direct Growth
3/39
1,396Cr
1.69%
9.98%
24.96%
19.6%
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-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 91.4%

Debt & Cash 8.6%

Mid cap
40%
Large cap
22.4%
Small cap
20.1%

Motilal Oswal Active Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 91.4%

Debt & Cash 8.6%

Motilal Oswal Active Momentum Fund Holdings Details

as on (30-Jun-25)

Equity

Motilal Oswal Active Momentum Fund Direct Growth Overview

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

Expense ratio2.58%
Benchmark
Nifty 500 TR INR
AUM₹73 Cr
Inception Date17 March, 2025
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Active Momentum Fund

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.

Key Parameters

  1. Motilal Oswal Active Momentum Fund Direct Growth has ₹73 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
  2. The fund has an expense ratio 2.6.

Returns

Motilal Oswal Active Momentum Fund Direct Growth has given a CAGR return of 11.68% since inception.

Holdings

Motilal Oswal Active Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Basic Materials, Health, Tech, Communication, Consumer Cyclical, Consumer Defensive, Real Estate. Its top holdings are Aegis Vopak Termin, Bharat Dynamics Ltd Ordinary Shares, OneSource Specialty Pharma Ltd, Shaily Engineering Plastics Ltd, BSE 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 Direct Growth

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 Direct Growth has no lock in period.

Fund Manager

Ajay Khandelwal

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

Learn more about Motilal Oswal Mutual Fund

Frequently Asked Questions for Motilal Oswal Active Momentum Fund Direct Growth

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 ₹11.17. 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 Ajay Khandelwal.

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 2.58%. 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 ₹73 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 Aegis Vopak Termin(5.48%), Bharat Dynamics Ltd Ordinary Shares(4.68%), OneSource Specialty Pharma Ltd(3.46%)