Motilal Oswal Active Momentum Fund Growth

Very High Risk
1M
All
NAV: 05 Sep 2025
₹11.23
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹123.53Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
Capital GoodsEquity4.44%
ServicesEquity4.26%
TextilesEquity4.25%
ConstructionEquity4.23%
EnergyEquity3.99%
ServicesEquity3.95%
HealthcareEquity3.89%
Capital GoodsEquity3.77%
EnergyEquity3.68%
ServicesEquity3.64%
FinancialEquity3.62%
Consumer DiscretionaryEquity3.42%
Capital GoodsEquity3.39%
EnergyEquity3.38%
HealthcareEquity3.36%
HealthcareEquity3.33%
ChemicalsEquity3.29%
Capital GoodsEquity3.29%
ChemicalsEquity3.28%
FinancialEquity3.26%
AutomobileEquity3.07%
Capital GoodsEquity2.88%
ServicesEquity2.69%
Consumer StaplesEquity2.50%
Capital GoodsEquity2.30%
Capital GoodsEquity2.29%
Capital GoodsEquity2.23%
ChemicalsEquity2.06%
HealthcareEquity1.98%
CommunicationEquity1.50%
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
3M3M6MAll
Fund returns2.7%2.7%NA10.4%
Category averageNANANANA
Rank with in category6060NANA
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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