Motilal Oswal Active Momentum Fund - Growth - Regular Plan

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  • 0.03 %Nav, as on 12-08-2025

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  • Net Change on 12-08-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 - Cumulative Option Jan 15, 2019 3.10 22.82 30.08 1.58 29,718.06
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -3.26 24.40 27.52 1.82 6,602.43
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -0.39 12.14 17.27 1.94 5,665.84
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -7.84 31.88 29.69 1.87 5,278.16
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -10.66 9.94 17.31 1.90 3,571.70

Fund Holdings as on 31-July-2025

  • GE Vernova T&D India Limited

  • Eternal Limited

  • K.P.R. Mill Limited

  • Prestige Estates Projects Limited

  • Siemens Energy India Limited

  • Multi Commodity Exchange of India Limited

  • Aster DM Healthcare Limited

  • Oswal Pumps Limited

  • Waaree Energies Limited

  • BSE Limited

  • Muthoot Finance Limited

  • Amber Enterprises India Limited

  • Suzlon Energy Limited

  • Aegis Vopak Terminals Limited

  • Onesource Specialty Pharma Limited

  • Anthem Biosciences Limited

  • Ellenbarrie Industrial Gases Limited

  • Hitachi Energy India Limited

  • Shaily Engineering Plastics Limited

  • Religare Enterprises Limited

  • Samvardhana Motherson International Limited

  • Polycab India Limited

  • Net Receivables / (Payables)

  • One 97 Communications Limited

  • Radico Khaitan Limited

  • Bharat Electronics Limited

  • Bharat Dynamics Limited

  • Mazagon Dock Shipbuilders Limited

  • Solar Industries India Limited

  • Max Healthcare Institute Limited

  • Aditya Infotech Limited

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  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Defence

  • e-Commerce

  • Textile

  • Construction - Real Estate

  • Finance - Stock Broking

  • Compressors / Pumps

  • Finance - Others

  • Finance - NBFC

  • Air Conditioners

  • Miscellaneous

  • Industrial Gases & Fuels

  • Plastic Products

  • Finance - Investment

  • Auto Ancillary

  • Cable

  • Fintech

  • Breweries & Distilleries

  • Ship Building

  • Chemicals

  • Trading

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Fund Manager

  • Cash

  • Equity

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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 ₹123.53 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(0.03%)yesterday to ₹10.8427.

Among its top 3 holdings the fund has exposure to GE Vernova T&D 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