Motilal Oswal Active Momentum Fund - Growth - Regular Plan

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  • (-2%)Nav, as on 13-02-2026

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  • Net Change on 13-02-2026

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  • Assets (Cr.)

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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 50 - TRI N/A N/A N/A N/A N/A N/A
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 14.52 23.37 24.10 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 18.09 22.57 19.11 1.68 15,808.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 19.49 25.64 22.33 1.84 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 28.78 33.64 28.45 1.85 5,979.80
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 9.59 13.97 11.43 1.94 5,514.13

Fund Holdings as on 31-January-2026

  • State Bank of India

  • Bharat Electronics Limited

  • Collateralized Borrowing & Lending Obligation

  • Muthoot Finance Limited

  • Shriram Finance Limited

  • Billionbrains Garage Ventures Ltd

  • Jain Resource Recycling Limited

  • Aditya Birla Capital Limited

  • National Aluminium Company Limited

  • One 97 Communications Limited

  • Escorts Kubota Limited

  • IDFC First Bank Limited

  • Multi Commodity Exchange of India Limited

  • TVS Motor Company Limited

  • IndusInd Bank Limited

  • KEI Industries Limited

  • Piramal Finance Limited

  • Anand Rathi Wealth Limited

  • Mahindra & Mahindra Limited

  • Amagi Media Labs Limited

  • L&T Finance Limited

  • Shaily Engineering Plastics Limited

  • Eicher Motors Limited

  • Polycab India Limited

  • Ola Electric Mobility Ltd

  • Ather Energy Limited

  • PhysicsWallah Limited

  • Net Receivables / (Payables)

  • TVS Motor Company Limited

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  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Fintech

  • Bank - Private

  • Bank - Public

  • Cable

  • Defence

  • Miscellaneous

  • Metal - Non Ferrous

  • Aluminium & Aluminium Products

  • Automobiles-Tractors

  • Finance - Stock Broking

  • Finance - Housing

  • Finance - Others

  • Automobiles - Passenger Cars

  • Plastic Products

  • Educational Institutions

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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 ₹360.18 crore. Motilal Oswal Active Momentum Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Active Momentum Fund ended down ₹-0.24(-2%)yesterday to ₹11.9565.

Among its top 3 holdings the fund has exposure to State Bank of India, 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