Motilal Oswal Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 18 Sep 2025
₹11.56
Rating
NA
Min. SIP amount
₹500
Fund size
₹140.68Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (30)

NameSectorInstrumentAssets
EnergyEquity4.87%
ServicesEquity4.49%
EnergyEquity4.39%
Capital GoodsEquity4.27%
ServicesEquity4.17%
ChemicalsEquity4.06%
Consumer DiscretionaryEquity3.97%
FinancialEquity3.92%
Capital GoodsEquity3.76%
Consumer StaplesEquity3.70%
ServicesEquity3.70%
NA
NAEquity3.65%
HealthcareEquity3.61%
AutomobileEquity3.51%
Capital GoodsEquity3.46%
ConstructionEquity3.43%
HealthcareEquity3.39%
ServicesEquity3.33%
CommunicationEquity3.28%
Capital GoodsEquity3.26%
ServicesEquity3.02%
Capital GoodsEquity2.95%
HealthcareEquity2.83%
ChemicalsEquity2.80%
Capital GoodsEquity2.75%
AutomobileEquity2.69%
Capital GoodsEquity1.84%
ChemicalsEquity0.96%
EnergyEquity0.90%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.04%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Thematic
Absolute returns
3M3M6MAll
Fund returns5.8%5.8%NA14.2%
Category averageNANANANA
Rank with in category3131NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.56%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

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
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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