Motilal Oswal Active Momentum Fund - IDCW - Regular Plan

Other Plans and Options
  • 0.18 %Nav, as on 13-10-2025

  • Previous Nav

  • Net Change on 13-10-2025

  • 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 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 3.52 23.37 30.77 1.58 30,802.31
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 2.48 29.77 28.09 1.75 7,766.16
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 -0.56 26.58 29.24 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated -0.43 14.38 17.13 1.94 5,613.26
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 -0.10 31.67 32.69 1.86 5,521.37

Fund Holdings as on 30-September-2025

  • Net Receivables / (Payables)

  • Muthoot Finance Limited

  • Ola Electric Mobility Ltd

  • Bharat Electronics Limited

  • Eternal Limited

  • Waaree Energies Limited

  • Siemens Energy India Limited

  • Amber Enterprises India Limited

  • TVS Motor Company Limited

  • Multi Commodity Exchange of India Limited

  • One 97 Communications Limited

  • HDFC Asset Management Company Limited

  • GE Vernova T&D India Limited

  • Shaily Engineering Plastics Limited

  • Radico Khaitan Limited

  • Bharat Dynamics Limited

  • Aster DM Healthcare Limited

  • Jain Resource Recycling Limited

  • Cummins India Limited

  • Healthcare Global Enterprises Limited

  • Polycab India Limited

  • Mahindra & Mahindra Limited

  • Oswal Pumps Limited

  • Solar Industries India Limited

  • Hitachi Energy India Limited

  • Aditya Infotech Limited

  • TVS Motor Company Limited

View More

  • Miscellaneous

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • Defence

  • Finance - NBFC

  • Hospital & Healthcare Services

  • e-Commerce

  • Air Conditioners

  • Finance - Stock Broking

  • Fintech

  • Finance - Asset Management

  • Plastic Products

  • Breweries & Distilleries

  • Metal - Non Ferrous

  • Diesel Engines

  • Cable

  • Automobiles - Passenger Cars

  • Compressors / Pumps

  • Chemicals

  • Trading

View More

Fund Manager

  • Cash

  • Equity

  • Preference Shares

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 ₹168.70 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 ₹0.02(0.18%)yesterday to ₹11.6686.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), 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