| Launch date | 05 Mar 2025 |
| Allotment date | 25 Mar 2025 |
| End date | 19 Mar 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 2.58%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 90 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Varun SharmaFeb 2025 - PresentView details
Ajay KhandelwalFeb 2025 - PresentView details
Vishal AsharMar 2025 - PresentView details
Rakesh ShettyFeb 2025 - PresentView details
Bhalchandra ShindeAug 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,35,166.52Cr |
| Date of Incorporation | 29 Dec 2009 |
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Motilal Oswal Active Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Vishal Ashar is the Current Fund Manager of Motilal Oswal Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 02 Apr 2026 is ₹10.88. The Motilal Oswal Active Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹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 benchmark | NIFTY 500 Total Return Index |
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