Motilal Oswal Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 0.36 %Nav, as on 22-07-2025

  • Previous Nav

  • Net Change on 22-07-2025

  • 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 8.02 25.88 31.30 1.58 29,462.53
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 4.71 31.91 29.91 1.76 7,199.55
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.60 27.64 29.57 1.81 6,760.92
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.76 15.41 18.39 1.93 5,831.87
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -6.76 32.98 30.50 1.79 5,687.15

Fund Holdings as on 30-June-2025

  • Multi Commodity Exchange of India Limited

  • Prestige Estates Projects Limited

  • Aegis Vopak Terminals Limited

  • Shaily Engineering Plastics Limited

  • K.P.R. Mill Limited

  • Waaree Energies Limited

  • Affle 3i Limited

  • Oswal Pumps Limited

  • Onesource Specialty Pharma Limited

  • Eternal Limited

  • KEI Industries Limited

  • Amber Enterprises India Limited

  • Siemens Energy India Limited

  • Hitachi Energy India Limited

  • AU Small Finance Bank Limited

  • Coforge Limited

  • Bharat Dynamics Limited

  • Cholamandalam Financial Holdings Limited

  • Mazagon Dock Shipbuilders Limited

  • Solar Industries India Limited

  • Bharat Electronics Limited

  • Rainbow Childrens Medicare Limited

  • Divi's Laboratories Limited

  • Suzlon Energy Limited

  • Zen Technologies Limited

  • PB Fintech Limited

  • Radico Khaitan Limited

  • Collateralized Borrowing & Lending Obligation

  • BSE Limited

  • GE Vernova T&D India Limited

  • Net Receivables / (Payables)

View More

  • Electric Equipment

  • Defence

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Construction - Real Estate

  • Miscellaneous

  • Plastic Products

  • Textile

  • BPO/ITeS

  • Compressors / Pumps

  • e-Commerce

  • Cable

  • Air Conditioners

  • Bank - Private

  • IT - Software

  • Finance - Investment

  • Ship Building

  • Chemicals

  • Hospital & Healthcare Services

  • Fintech

  • Breweries & Distilleries

  • Finance - Others

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹105.07 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 ₹0.04(0.36%)yesterday to ₹11.1888.

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