Motilal Oswal Active Momentum Fund - Growth - Direct Plan

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  • 1 %Nav, as on 12-12-2025

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  • Net Change on 12-12-2025

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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 (₹)

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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 9.86 23.78 28.51 0.65 33,946.37
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 1.70 29.09 24.81 0.52 8,303.72
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 3.49 24.82 26.13 0.75 6,646.79
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 3.17 14.30 15.54 1.33 5,769.40
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 2.57 27.61 29.87 0.83 5,762.54

Fund Holdings as on 30-November-2025

  • Multi Commodity Exchange of India Limited

  • State Bank of India

  • Ather Energy Limited

  • Shaily Engineering Plastics Limited

  • Muthoot Finance Limited

  • One 97 Communications Limited

  • Net Receivables / (Payables)

  • L&T Finance Limited

  • LG Electronics India Ltd

  • Collateralized Borrowing & Lending Obligation

  • Jain Resource Recycling Limited

  • GE Vernova T&D India Limited

  • Billionbrains Garage Ventures Ltd

  • Bharat Heavy Electricals Limited

  • Gokaldas Exports Limited

  • Bharat Electronics Limited

  • Amber Enterprises India Limited

  • Radico Khaitan Limited

  • Eternal Limited

  • TVS Motor Company Limited

  • Angel One Limited

  • Wework India Management Limited

  • Healthcare Global Enterprises Limited

  • Aster DM Healthcare Limited

  • Bharat Dynamics Limited

  • Polycab India Limited

  • PhysicsWallah Limited

  • V2 Retail Limited

  • Sonata Software Limited

  • TVS Motor Company Limited

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  • Finance - Stock Broking

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Fintech

  • Defence

  • Hospital & Healthcare Services

  • Bank - Public

  • Plastic Products

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Textile

  • Air Conditioners

  • Breweries & Distilleries

  • e-Commerce

  • Cable

  • Educational Institutions

  • Retailing

  • IT - Software

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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 ₹317.91 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 ₹0.12(1%)yesterday to ₹12.1199.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of India 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