Motilal Oswal Active Momentum Fund Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

Equity

NAV as of Aug 29, 2025

11.05

0.07%1D Change

Returns since inception

10.46%p.a.

Very High Risk

Equity

NAV as of Aug 29, 2025

11.05

0.07%1D Change

Returns since inception

10.46%p.a.

Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk|Equity
NAV as of Aug 29, 2025

11.05

0.07%1D

Returns since inception

10.46%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
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 NameAssets (%)
GE Vernova T&D India Ltd4.44%
Eternal Ltd4.26%
K.P.R. Mill Ltd4.25%
Prestige Estates Projects Ltd4.23%
Siemens Energy India Ltd3.99%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Kotak Pioneer Fund Direct...₹ 3,023 Cr
34.83
| -0.42%
Very High
ICICI Prudential Commodit...₹ 2,934 Cr
45.09
| -0.86%
Very High
ICICI Prudential India Op...₹ 29,718 Cr
38.11
| -0.39%
Very High
ICICI Prudential Exports ...₹ 1,397 Cr
175.54
| -0.41%
Very High

NAV History

FUND

Motilal Oswal Active Momentum Fund Direct Growth

NAV (Aug 29, 2025)₹11.05
ClassEquity | Other
Inception DateMar 17, 2025
Fund ManagerVarun Sharma, Ajay Khandelwal, Rakesh Shetty

FUND

Motilal Oswal Active Momentum Fund Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹500
Exit Load1% within 90 days

Returns

1W

1M

3M

6M

1Y

3Y

Motilal Oswal Active...-2.46%1.26%3.79%null%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)

--
Min investment of ₹500 required