Motilal Oswal Active Momentum Fund Direct Growth
Very High Risk
Equity
NAV as of Mar 23, 2026
₹10.73
-3.41%1D Change
3Y returns
+11.08% ↑
Very High Risk
Equity
NAV as of Mar 23, 2026
₹10.73
-3.41%1D Change
3Y returns
+11.08% ↑
Motilal Oswal Active Momentum Fund Direct Growth
Very High Risk|Equity
NAV as of Mar 23, 2026
₹10.73
-3.41%1D
3Y returns
+11.08% ↑
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 ratio2.57%
- Exit Load1% within 90 days
- AUM (Fund size)₹369.75 Crore
- Lock-in periodNo Lock-in
- Age1 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 (%) |
|---|---|
| State Bank of India | 6.12% |
| Bharat Electronics Ltd | 5.23% |
| Shriram Finance Ltd | 4.84% |
| Jain Resource Recycling Ltd | 4.61% |
| KEI Industries Ltd | 4.45% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Natural Resources & N... | ₹ 1,990 Cr | ₹114.13 | -2.84% | Very High |
| SBI PSU Direct Growth | ₹ 6,545 Cr | ₹36.50 | -3.21% | Very High |
| Aditya Birla Sun Life PSU... | ₹ 6,086 Cr | ₹36.87 | -3.38% | Very High |
| SBI Comma Fund Direct Gro... | ₹ 999 Cr | ₹113.61 | -3.31% | Very High |
NAV History - Motilal Oswal Active Momentum Fund - Direct Plan - Growth
FUND | Motilal Oswal Active Momentum Fund - Direct Plan - Growth |
|---|---|
| NAV (Mar 23, 2026) | ₹10.73 |
| Class | Equity | Other |
| Inception Date | Mar 17, 2025 |
| Fund Manager | Varun Sharma, Ajay Khandelwal, Vishal Ashar, Rakesh Shetty, Bhalchandra Shinde |
FUND | Motilal Oswal Active Momentum Fund - Direct Plan - 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... | -2.24% | -9.72% | -12.36% | -6.87% | 7.13% | null% |
Frequently Asked Questions
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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
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
--
Min investment of ₹500 required
