Motilal Oswal Active Momentum Fund - IDCW - Regular Plan

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  • 0.53 %Nav, as on 20-03-2026

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  • Net Change on 20-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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 - IDCW Option Jan 15, 2019 5.23 21.15 19.75 1.56 35,665.82
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 5.53 20.15 16.82 1.67 16,201.80
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 2.63 25.19 18.16 1.75 8,428.48
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 10.46 23.72 19.78 1.83 6,600.72
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 16.94 31.51 26.07 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • State Bank of India

  • Bharat Electronics Limited

  • Shriram Finance Limited

  • Jain Resource Recycling Limited

  • KEI Industries Limited

  • Larsen & Toubro Limited

  • TVS Motor Company Limited

  • Piramal Finance Limited

  • IndusInd Bank Limited

  • Mahindra & Mahindra Limited

  • Polycab India Limited

  • Muthoot Finance Limited

  • Escorts Kubota Limited

  • Aditya Birla Capital Limited

  • Eicher Motors Limited

  • Anand Rathi Wealth Limited

  • Billionbrains Garage Ventures Ltd

  • Ather Energy Limited

  • Samvardhana Motherson International Limited

  • Waaree Energies Limited

  • GE Vernova T&D India Limited

  • Jindal Steel Limited

  • Torrent Pharmaceuticals Limited

  • Fractal Analytics Ltd

  • Shaily Engineering Plastics Limited

  • Net Receivables / (Payables)

  • Multi Commodity Exchange of India Limited

  • Coal India Limited

  • Amagi Media Labs Limited

  • Collateralized Borrowing & Lending Obligation

  • TVS Motor Company Limited

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  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Cable

  • Bank - Public

  • Electric Equipment

  • Defence

  • Metal - Non Ferrous

  • Engineering - Construction

  • Finance - Housing

  • IT - Software

  • Bank - Private

  • Automobiles - Passenger Cars

  • Automobiles-Tractors

  • Finance - Others

  • Fintech

  • Auto Ancillary

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Finance - Stock Broking

  • Mining & Minerals

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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 ₹369.75 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 up ₹0.06(0.53%)yesterday to ₹11.0969.

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