Motilal Oswal Active Momentum Fund - Growth - Regular Plan

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  • (-1.88%)Nav, as on 08-01-2026

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  • Net Change on 08-01-2026

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  • 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.)
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 20.05 26.31 22.84 1.90 4,083.94
Taurus Ethical Fund - Regular Plan - Growth Option Mar 20, 2009 Unrated 1.23 16.07 13.74 2.38 370.14
Quant ESG Integration Strategy Fund - Growth Option - Regular Plan Nov 05, 2020 4.67 15.73 23.12 2.43 268.80
Nippon India Quant Fund -Growth Plan - Growth Option Apr 18, 2008 9.79 21.02 19.29 0.96 109.99
Quantum ESG Best In Class Strategy Fund - REGULAR PLAN - GROWTH OPTION Jul 12, 2019 2.30 14.12 12.52 2.18 102.57

Fund Holdings as on 31-December-2025

  • Hindustan Zinc Limited

  • National Aluminium Company Limited

  • Multi Commodity Exchange of India Limited

  • Collateralized Borrowing & Lending Obligation

  • Ather Energy Limited

  • Muthoot Finance Limited

  • Shriram Finance Limited

  • One 97 Communications Limited

  • TVS Motor Company Limited

  • Bharat Electronics Limited

  • Shaily Engineering Plastics Limited

  • Jain Resource Recycling Limited

  • L&T Finance Limited

  • Eicher Motors Limited

  • Mahindra & Mahindra Limited

  • Aditya Birla Capital Limited

  • State Bank of India

  • Piramal Finance Limited

  • Billionbrains Garage Ventures Ltd

  • KEI Industries Limited

  • Radico Khaitan Limited

  • V2 Retail Limited

  • Polycab India Limited

  • Healthcare Global Enterprises Limited

  • PhysicsWallah Limited

  • LG Electronics India Ltd

  • Net Receivables / (Payables)

  • Wework India Management Limited

  • TVS Motor Company Limited

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  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Fintech

  • Miscellaneous

  • Aluminium & Aluminium Products

  • Cable

  • Finance - Stock Broking

  • Defence

  • Plastic Products

  • Automobiles - Passenger Cars

  • Bank - Public

  • Finance - Housing

  • Breweries & Distilleries

  • Retailing

  • Hospital & Healthcare Services

  • Educational Institutions

  • Consumer Durables - Domestic Appliances

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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 ₹354.33 crore. Motilal Oswal Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Active Momentum Fund ended down ₹-0.23(-1.88%)yesterday to ₹12.2417.

Among its top 3 holdings the fund has exposure to Hindustan Zinc 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