Motilal Oswal Active Momentum Fund - Growth - Direct Plan

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  • 0.26 %Nav, as on 11-09-2025

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  • Net Change on 11-09-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 1.60 23.49 32.05 0.63 29,871.10
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 1.00 25.99 29.34 0.73 6,490.27
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 6.72 24.13 28.35 0.84 3,740.78
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 -9.63 12.26 19.23 0.65 3,601.33
Kotak Pioneer Fund- Direct Plan- Growth Option Oct 31, 2019 8.47 23.35 25.51 0.49 3,052.61

Fund Holdings as on 31-August-2025

  • Waaree Energies Limited

  • One 97 Communications Limited

  • Siemens Energy India Limited

  • Oswal Pumps Limited

  • Eternal Limited

  • Shaily Engineering Plastics Limited

  • Amber Enterprises India Limited

  • Muthoot Finance Limited

  • GE Vernova T&D India Limited

  • Radico Khaitan Limited

  • PB Fintech Limited

  • Zinka Logistics Solution Limited

  • Healthcare Global Enterprises Limited

  • TVS Motor Company Limited

  • Bharat Dynamics Limited

  • Prestige Estates Projects Limited

  • Aster DM Healthcare Limited

  • Multi Commodity Exchange of India Limited

  • Aditya Infotech Limited

  • Bharat Electronics Limited

  • Net Receivables / (Payables)

  • InterGlobe Aviation Limited

  • Suzlon Energy Limited

  • Onesource Specialty Pharma Limited

  • Solar Industries India Limited

  • Hitachi Energy India Limited

  • Ola Electric Mobility Ltd

  • Mazagon Dock Shipbuilders Limited

  • Ellenbarrie Industrial Gases Limited

  • Aegis Vopak Terminals Limited

  • TVS Motor Company Limited

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  • Electric Equipment

  • Fintech

  • Hospital & Healthcare Services

  • Defence

  • Automobile Two & Three Wheelers

  • Compressors / Pumps

  • e-Commerce

  • Plastic Products

  • Air Conditioners

  • Finance - NBFC

  • Breweries & Distilleries

  • Logistics

  • Construction - Real Estate

  • Finance - Stock Broking

  • Trading

  • Miscellaneous

  • Airlines

  • Pharmaceuticals & Drugs

  • Chemicals

  • Ship Building

  • Industrial Gases & Fuels

  • Unspecified

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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About Motilal Oswal Active Momentum Fund

Scheme Analysis

Motilal Oswal Active Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 17-Mar-2025 and currently has an AUM of ₹140.68 crore. Motilal Oswal Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Active Momentum Fund ended up ₹0.03(0.26%)yesterday to ₹11.3561.

Among its top 3 holdings the fund has exposure to Waaree Energies Limited, and

The Motilal Oswal Active Momentum Fund is managed by Varun Sharma and Ajay Khandelwal.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161