Motilal Oswal Active Momentum Fund Growth

Very High Risk
1M
6M
All
NAV: 05 Dec 2025
₹12.26
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹221.90Cr

Returns 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 returns1.9%9.2%11.8%22.6%
Category averageNANANANA
Rank with in categoryNA54NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.65%

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

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.
Also manages these schemes

Ajay Khandelwal
Feb 2025 - Present
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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
Also manages these schemes

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

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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