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Motilal Oswal Active Momentum Fund Direct Growth
NAV: 20 Jul '26
₹13.53
Min. for SIP
₹500
Fund size (AUM)
₹756.31 Cr
Expense ratio
3.40%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,810 | +5.40% | |
| 6 months | ₹30,000 | ₹33,915 | +13.05% | |
| 1 year | ₹60,000 | ₹69,165 | +15.28% |
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Ola Electric Mobility Ltd. | Consumer Discretionary | Equity | 6.46% |
| Interglobe Aviation Ltd | Industrials | Equity | 6.13% |
| Sterlite Technologies Ltd | Technology | Equity | 5.89% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 4.98% |
| Aditya Infotech Ltd. | Technology | Equity | 4.80% |
| Navin Fluorine International Ltd | Materials | Equity | 4.58% |
| Anand Rathi Wealth Ltd | Financial | Equity | 3.88% |
| Ami Organics Ltd | Healthcare | Equity | 3.68% |
| GE T&D India Ltd | Industrials | Equity | 3.61% |
| Nephrocare Health Services Ltd. | Healthcare | Equity | 3.46% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.45% |
| Kei Industries Ltd | Industrials | Equity | 3.38% |
| Solar Industries India Ltd | Materials | Equity | 3.35% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 3.31% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 3.09% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 3.06% |
| Suzlon Energy Ltd | Industrials | Equity | 3.02% |
| Data Patterns (India) Ltd | Industrials | Equity | 3.00% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 2.79% |
| RBL Bank Ltd | Financial | Equity | 2.67% |
| ABB India Ltd | Industrials | Equity | 2.64% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 2.42% |
| Reverse Repo/CBLO | Unspecified | Reverse Repo/CBLO | 2.35% |
| TD Power Systems Ltd | Industrials | Equity | 2.18% |
| Net Receivables | Unspecified | Net Receivables | 2.16% |
| BSE Ltd | Financial | Equity | 2.15% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 1.97% |
| Fractal Analytics Ltd. | Technology | Equity | 1.88% |
| Muthoot Finance Ltd | Financial | Equity | 1.75% |
| Hitachi Energy India Ltd | Industrials | Equity | 0.99% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 0.92% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.01% |
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
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +13.5% | +10.9% | +21.2% | +35.2% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 1 | 2 | 1 | -- |
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
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%.
Check past data
Fund management
VSVarun SharmaFeb 2025 - PresentView details
VS
Varun Sharma
Feb 2025 - Present
View details
RSRakesh ShettyFeb 2025 - PresentView details
RS
Rakesh Shetty
Feb 2025 - Present
View details
BSBhalchandra ShindeAug 2025 - PresentView details
BS
Bhalchandra Shinde
Aug 2025 - Present
View details
VAVishal AsharMar 2025 - PresentView details
VA
Vishal Ashar
Mar 2025 - Present
View details
AKAjay KhandelwalFeb 2025 - PresentView details
AK
Ajay Khandelwal
Feb 2025 - Present
View details
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 ₹1,50,688 Cr and the Latest NAV as of 20 Jul 2026 is ₹13.53.
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.
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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₹1,50,688.38 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,