Motilal Oswal Active Momentum Fund Growth

Very High Risk
1M
6M
All
NAV: 17 Nov 2025
₹12.62
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹221.90Cr

Return calculator

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

Holdings (26)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity5.57%
FinancialEquity5.26%
ServicesEquity5.06%
FinancialEquity4.98%
Metals & MiningEquity4.80%
AutomobileEquity4.66%
ServicesEquity4.62%
ServicesEquity4.51%
ServicesEquity4.49%
AutomobileEquity4.19%
Consumer StaplesEquity4.18%
Capital GoodsEquity3.89%
FinancialEquity3.87%
EnergyEquity3.76%
HealthcareEquity3.75%
ChemicalsEquity3.74%
Capital GoodsEquity3.35%
Capital GoodsEquity3.27%
TechnologyEquity3.02%
HealthcareEquity2.82%
Consumer DiscretionaryEquity2.45%
Capital GoodsEquity2.33%
FinancialEquity2.31%
ChemicalsEquity1.79%
AutomobileEquity0.72%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.03%
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 returns5.1%13.6%21.9%24.4%
Category averageNANANANA
Rank with in categoryNA31NA
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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