Motilal Oswal Active Momentum Fund Direct - Growth
NAV as of May 15, 2025
10.270.60%
- Growth - Direct
(Earn upto 0.10% Extra Returns with Direct Plan)
Fund Category:
Equity: Thematic
Expense Ratio:
2.57%(0.70% Category
average)Fund Size:
Rs. 53.12 Cr(0.03% of Investment in Category)
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Motilal Oswal Active Momentum Fund Direct - Growth
NAV as of May 15, 2025
10.270.60%
Expense Ratio:
2.57%
Fund Size:
Rs. 53.12 Cr
Fund Category:
Equity: Thematic
Motilal Oswal Active Momentum Fund Direct - Growth Fund Key Highlights
Fund Key Highlights not available for this fund
Motilal Oswal Active Momentum Fund Direct - Growth Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns 5.53 - - - - - Category Avg 7.87 10.84 2.28 6.53 22.41 27.36 Rank within Category 95 - - - - - No. of funds within Category 135 125 106 73 37 19 - Loading...
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Motilal Oswal Active Momentum Fund Direct - Growth Fund Details
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 House | Motilal Oswal Mutual Fund |
| Launch Date | Mar 17, 2025 |
| Benchmark | |
| Return Since Launch | 2.74% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | - |
| Return Grade | - |
Motilal Oswal Active Momentum Fund Direct - Growth Investment Details
| Minimum Investment (Rs.) | 500.00 |
| Minimum Additional Investment (Rs.) | 500.00 |
| Minimum SIP Investment (Rs.) | 500.00 |
| Minimum Withdrawal (Rs.) | 500.00 |
| Exit Load Exit load of 1%, if redeemed within 90 days. | |
Portfolio Allocation
Asset Allocation
Asset Allocation History
Sector Allocation
Market Cap Allocation
Concentration & Valuation Analysis
| APR 2025 | MAR 2025 | |
|---|---|---|
| Number of Holdings | 21 | 30 |
| Top 5 Company Holdings | 18.3% | 16.85% |
| Top 10 Company Holdings | 35.5% | 33.28% |
| Company with Highest Exposure | Mazagon Dock Shipbuilders (3.75%) | Radico Khaitan (3.44%) |
| Number of Sectors | 10 | 12 |
| Top 3 Sector Holdings | 40.21% | 48.31% |
| Top 5 Sector Holdings | 54.36% | 64.61% |
| Sector with Highest Exposure | Capital Goods (13.81%) | Healthcare (19.34%) |
Top Stock Holdings
Sector Holdings in MF
Top Stock Holdings data not available for this fund
Peer Comparison
Cumulative Returns
SIP returns
Discrete Returns
Quant Measures
Asset Allocation
Scheme Name NAV(Rs./Unit) Scheme Rating AUM(Rs. Cr) 1M 1Y 3Y 5Y Motilal Oswal Active Momentum Fund Direct - Growth 10.27 Unrated 53.12 5.53 - - - Quant Commodities Fund Direct - Growth 12.99 Unrated 367.46 4.55 4.98 - - HSBC Business Cycles Fund Direct-Growth 45.75 Unrated 997.92 7.31 12.88 28.44 31.19 Aditya Birla Sun Life Quant Fund Direct-Growth 9.39 Unrated 2,446.79 4.80 - - - Axis Quant Fund Direct-Growth 16.50 Unrated 962.94 6.80 1.23 18.99 -
Risk Ratios
Ratios are calculated using the calendar month returns for the last 3 years
Risk Ratio data not available for this fund
Motilal Oswal Mutual Fund News
- MF Tracker: Can this large & mid cap scheme add spunk to your portfolio in this market?
- NFO Insight: Motilal Oswal Infrastructure Fund opens. Time to add to your MF mix?
- Top 5 AMCs with highest growth in AUM in January - March quarter
- 6 mutual funds had over Rs 10,000 crore cash in their portfolios in March
Fund Manager
- V.S.Varun SharmaSince Feb 20252 schemes
- A.K.Ajay KhandelwalSince Feb 202513 schemes
- V.A.Vishal AsharSince Mar 20251 schemes
- R.S.Rakesh ShettySince Feb 202542 schemes
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. 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.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Motilal Oswal Innovation Opportunities Fund Direct-Growth Thematic 11.53 Unrated 158.61 - Motilal Oswal Digital India Fund Direct-Growth Sectoral-Technology 9.83 Unrated 715.80 - Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Mr. Ashar has done MBA in Finance Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Motilal Oswal Arbitrage Fund Direct-Growth Arbitrage 10.29 Unrated 667.17 - Mr. Shetty has done B.Com 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.
More Motilal Oswal Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth | 23,703.68 | -7.58 | -21.99 | -15.11 | 15.12 | 29.05 | |
| Motilal Oswal Flexi Cap Fund Direct-Growth | 11,171.69 | -4.81 | -16.75 | -10.95 | 14.17 | 21.01 | |
| Motilal Oswal Large and Midcap Fund Direct - Growth | 7,624.82 | -8.23 | -22.24 | -16.49 | 9.29 | 23.33 | |
| Motilal Oswal Nasdaq 100 FOF Direct - Growth | 5,529.07 | -10.01 | -1.13 | 21.29 | 26.95 | 21.76 | |
| Motilal Oswal S&P 500 Index Fund Direct - Growth | 3,880.36 | -4.77 | -2.62 | 10.54 | 17.83 | 15.08 | |
| Motilal Oswal Small Cap Fund Direct - Growth | 3,716.36 | -7.49 | -19.41 | -11.23 | 18.44 | - | |
| Motilal Oswal ELSS Tax Saver Fund Direct-Growth | 3,405.01 | -8.97 | -24.96 | -19.75 | 6.28 | 21.63 | |
| Motilal Oswal Multi Cap Fund Direct - Growth | 3,051.14 | -3.06 | -12.94 | -2.21 | - | - | |
| Motilal Oswal Nifty India Defence Index Fund Direct-Growth | 1,970.40 | -4.24 | -18.63 | -17.36 | - | - | |
| Motilal Oswal Nifty 500 Index Fund Direct - Growth | 1,906.88 | -5.11 | -12.92 | -14.06 | -0.33 | 13.28 |
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About Fund
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