Motilal Oswal Active Momentum Fund Growth

Motilal Oswal Active Momentum Fund Growth

1M
6M
All
NAV: 19 Mar '26
₹11.04
Min. for SIP
Not Supported
Fund size
₹369.75 Cr
Expense ratio
2.68%

Holdings (29)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity6.12%
Bharat Electronics Ltd.Capital GoodsEquity5.23%
Shriram Finance LtdFinancialEquity4.84%
Jain Resource Recycling Ltd.Metals & MiningEquity4.61%
Kei Industries Ltd.Capital GoodsEquity4.45%
Larsen & Toubro Ltd.ConstructionEquity4.44%
TVS Motor Company Ltd.AutomobileEquity3.94%
Piramal Finance Ltd.FinancialEquity3.94%
Indusind Bank Ltd.FinancialEquity3.90%
Mahindra & Mahindra Ltd.AutomobileEquity3.84%
Polycab India Ltd.Capital GoodsEquity3.76%
Muthoot Finance Ltd.FinancialEquity3.50%
Escorts Kubota Ltd.AutomobileEquity3.45%
Aditya Birla Capital Ltd.FinancialEquity3.44%
Eicher Motors Ltd.AutomobileEquity3.42%
Anand Rathi Wealth Ltd.FinancialEquity3.35%
Billionbrains Garage Ventures Ltd.FinancialEquity3.32%
Ather Energy Ltd.AutomobileEquity3.29%
Samvardhana Motherson International Ltd.AutomobileEquity3.21%
Waaree Energies Ltd.EnergyEquity2.95%
GE Vernova T&D India LtdCapital GoodsEquity2.85%
Jindal Steel Ltd.Metals & MiningEquity2.64%
Torrent Pharmaceuticals Ltd.HealthcareEquity2.61%
Fractal Analytics Ltd.TechnologyEquity2.34%
Shaily Engineering Plastics Ltd.ChemicalsEquity2.26%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.16%
Coal India Ltd.EnergyEquity1.86%
Amagi Media Labs Ltd.TechnologyEquity1.60%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns-8.1%-9.2%-3.7%+9.9%
Category average (null null)--------
Rank (null null)--3414--

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

VS
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.

VA
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

RS
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

BS
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

About Motilal Oswal Active Momentum Fund Growth

Motilal Oswal Active Momentum Fund Growth is a -- 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 19 Mar 2026 is ₹11.04. The Motilal Oswal Active Momentum Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1%, if redeemed within 90 days. ;

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₹1,35,166.52 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,