Motilal Oswal Active Momentum Fund Growth

Very High Risk
1M
6M
All
NAV: 24 Oct 2025
₹12.18
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹168.70Cr

Return calculator

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

Holdings (26)

NameSectorInstrumentAssets
FinancialEquity7.00%
AutomobileEquity5.72%
Capital GoodsEquity4.17%
ServicesEquity4.05%
EnergyEquity3.97%
EnergyEquity3.72%
Consumer DiscretionaryEquity3.68%
AutomobileEquity3.52%
ServicesEquity3.51%
ServicesEquity3.49%
FinancialEquity3.44%
Capital GoodsEquity3.34%
ChemicalsEquity3.30%
Consumer StaplesEquity3.12%
Capital GoodsEquity3.00%
HealthcareEquity2.95%
Metals & MiningEquity2.92%
Capital GoodsEquity2.91%
HealthcareEquity2.87%
Capital GoodsEquity2.81%
AutomobileEquity2.74%
Capital GoodsEquity2.39%
ChemicalsEquity2.26%
Capital GoodsEquity2.16%
CommunicationEquity1.99%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.04%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: null null
Absolute returns
1M3M6MAll
Fund returns6.4%8.8%21.6%21.8%
Category averageNANANANA
Rank with in categoryNA11NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.66%

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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