Motilal Oswal Active Momentum Fund Direct Growth

Motilal Oswal Active Momentum Fund Direct Growth

1M
6M
1Y
All
NAV: 10 Apr '26
₹11.57
Min. for SIP
₹500
Fund size (AUM)
₹330.45 Cr
Expense ratio
2.58%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,301
-4.66%
6 months₹30,000₹27,562
-8.13%
1 year₹60,000₹57,685
-3.86%

Holdings (27)

NameSectorInstrumentsAssets
Jain Resource Recycling Ltd.Metals & MiningEquity5.95%
Bharat Electronics Ltd.Capital GoodsEquity5.27%
Piramal Finance Ltd.FinancialEquity4.65%
TVS Motor Company Ltd.AutomobileEquity4.40%
Coal India Ltd.EnergyEquity4.40%
Shriram Finance LtdFinancialEquity4.37%
Lupin Ltd.HealthcareEquity3.99%
Shaily Engineering Plastics Ltd.ChemicalsEquity3.97%
Kei Industries Ltd.Capital GoodsEquity3.95%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.91%
Ather Energy Ltd.AutomobileEquity3.91%
GE Vernova T&D India LtdCapital GoodsEquity3.88%
Anand Rathi Wealth Ltd.FinancialEquity3.69%
Muthoot Finance Ltd.FinancialEquity3.69%
Data Patterns (India) Ltd.Capital GoodsEquity3.53%
Billionbrains Garage Ventures Ltd.FinancialEquity3.41%
Torrent Pharmaceuticals Ltd.HealthcareEquity3.28%
Jindal Steel Ltd.Metals & MiningEquity3.20%
Eicher Motors Ltd.AutomobileEquity3.14%
Solar Industries India Ltd.ChemicalsEquity3.05%
Larsen & Toubro Ltd.ConstructionEquity2.98%
Samvardhana Motherson International Ltd.AutomobileEquity2.83%
Zen Technologies Ltd.TechnologyEquity2.68%
Fractal Analytics Ltd.TechnologyEquity2.55%
Suzlon Energy Ltd.Capital GoodsEquity1.90%
Amagi Media Labs Ltd.TechnologyEquity1.53%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-12.3%-5.1%+11.4%+8.8%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)41198--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

VS
Varun Sharma
Feb 2025 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

VA
Vishal Ashar
Mar 2025 - Present
View details

Education
Mr. Ashar has done MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan

RS
Rakesh Shetty
Feb 2025 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

BS
Bhalchandra Shinde
Aug 2025 - Present
View details

Education
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience
Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking

About Motilal Oswal Active Momentum Fund Direct Growth

Motilal Oswal Active Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Varun Sharma is the Current Fund Manager of Motilal Oswal Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 10 Apr 2026 is ₹11.57. The Motilal Oswal Active Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 90 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,35,166.52 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,