Motilal Oswal Active Momentum Fund Direct Growth
Very High Risk
Equity
NAV as of Sep 19, 2025
₹11.55
-0.15%1D Change
Returns since inception
15.47%p.a.
Very High Risk
Equity
NAV as of Sep 19, 2025
₹11.55
-0.15%1D Change
Returns since inception
15.47%p.a.
Motilal Oswal Active Momentum Fund Direct Growth
Very High Risk|Equity
NAV as of Sep 19, 2025
₹11.55
-0.15%1D
Returns since inception
15.47%p.a.
Returns Calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund Overview
- RatingNo Rating
- Expense ratio2.56%
- Exit Load1% within 90 days
- AUM (Fund size)₹105.07 Crore
- Lock-in periodNo Lock-in
- Age0 yrs since Mar 17, 2025
- Min. investmentSIP ₹500 & Lump. ₹500
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
97.11%
Debt
0%
Others
2.89%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Waaree Energies Ltd | 4.87% |
| One97 Communications Ltd | 4.49% |
| Siemens Energy India Ltd | 4.39% |
| Oswal Pumps Ltd | 4.27% |
| Eternal Ltd | 4.17% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Pioneer Fund Direct... | ₹ 3,053 Cr | ₹36.09 | 0.49% | Very High |
| UTI Transportation & Logi... | ₹ 3,741 Cr | ₹341.18 | -0.10% | Very High |
| ICICI Prudential Commodit... | ₹ 2,919 Cr | ₹47.12 | 0.19% | Very High |
| Aditya Birla Sun Life Spe... | ₹ 805 Cr | ₹27.45 | -0.29% | Very High |
NAV History
FUND | Motilal Oswal Active Momentum Fund Direct Growth |
|---|---|
| NAV (Sep 19, 2025) | ₹11.55 |
| Class | Equity | Other |
| Inception Date | Mar 17, 2025 |
| Fund Manager | Varun Sharma, Ajay Khandelwal, Rakesh Shetty |
FUND | Motilal Oswal Active Momentum Fund Direct Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 1% within 90 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Active... | 1.14% | 3.68% | 7.28% | 15.47% | null% | null% |
About Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Mutual Fund is a part of Motilal Oswal Financial Services Limited (MOFSL) and was established in 2009. It is one of the premier asset management companies in India. It counts Motilal Oswal Securities Limited as the sponsor and Motilal Oswal Trustee Company Limited as the trustee.
Motilal Oswal Asset Management Company Limited - Portfolio Managers Details
- No. of schemes82
- Total AUM₹25,763.16 Crore
- AddressMotilal Oswal Asset Management Company Limited, Motilal Oswal Tower, Mumbai, Maharashtra, 400 025
- Phone+91 22 39804263
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
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Min investment of ₹500 required
