Motilal Oswal Active Momentum Fund
- NAV as on 24 Sep 2026
- ₹14.52-1.23%1 day
- Return since launch
- 28.9%
- 52-week range
- ₹10.68 — ₹14.82
- AUM
- ₹1,155 Cr
Motilal Oswal Active Momentum Fund is a Quant equity fund from Motilal Oswal Mutual Fund with ₹1,155 Cr under management, launched in 2025. The expense ratio is 3.46% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Active Momentum Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +27.5% against -0.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 33.6% | +30.7 pts | 2.9% | -2.5% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 2.2% | +5.8 pts | -3.7% | -3.9% |
| 3M | 6.8% | +7.5 pts | -0.7% | -1.1% |
| 6M | 31.2% | +23.2 pts | 8.0% | 5.2% |
| 1Y | 27.5% | +24.6 pts | 2.9% | -0.2% |
Since launch (24 Feb 2025): 28.9%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
3.31%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.84%
- Brokerage
- 0.30%
- Transaction charges
- 0.02%
- Statutory levies
- 1.15%
- Exit load
- Exit load of 1%, if redeemed within 90 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal Active Momentum Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity96.5%
- Other3.5%
Market cap split
- Mid25.0%
- Small75.0%
- P/E
- 55.56
- P/B
- 7.36
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Diamond Power Infrastructure Ltd. | Capital Goods | 7.37% | ₹85.09 Cr | — | — | — |
| company:15443 | Consumer Discretionary | 6.35% | ₹73.31 Cr | — | — | — |
| company:16457 | Consumer Discretionary | 6.03% | ₹69.69 Cr | — | — | — |
| One97 Communications Ltd. | Services | 5.56% | ₹64.20 Cr | — | — | +4.49% |
| company:16437 | Capital Goods | 5.48% | ₹63.28 Cr | +3.10% | — | — |
| Garware Hi-Tech Films Ltd. | Materials | 4.71% | ₹54.45 Cr | +3.21% | — | — |
| Cemindia Projects Ltd. | Construction | 4.67% | ₹53.94 Cr | — | — | — |
| Sterlite Technologies Ltd. | Communication | 4.58% | ₹52.92 Cr | +8.30% | — | — |
| company:6892 | Services | 4.33% | ₹50.03 Cr | — | — | — |
| Ola Electric Mobility Ltd. | Automobile | 3.97% | ₹45.89 Cr | — | — | +2.69% |
| Manipal Health Enterprises Ltd. | Healthcare | 3.70% | ₹42.74 Cr | — | — | — |
| Data Patterns (India) Ltd. | Capital Goods | 3.59% | ₹41.45 Cr | +3.80% | — | — |
| Aditya Infotech Ltd. | Communication | 3.56% | ₹41.07 Cr | +6.16% | — | +3.28% |
| Others | Others | 3.53% | ₹40.77 Cr | +8.64% | +0.94% | +6.08% |
| Shaily Engineering Plastics Ltd. | Materials | 3.51% | ₹40.55 Cr | +4.50% | +2.26% | +4.06% |
| Navin Fluorine International Ltd. | Chemicals | 3.39% | ₹39.10 Cr | — | — | — |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | 3.34% | ₹38.58 Cr | — | — | — |
| SJS Enterprises Ltd. | Automobile | 3.33% | ₹38.46 Cr | +2.62% | — | — |
| Anand Rathi Wealth Ltd. | Financial | 3.27% | ₹37.79 Cr | +3.55% | +3.35% | — |
| company:1333 | Consumer Staples | 3.11% | ₹35.87 Cr | — | — | — |
| Acutaas Chemicals Ltd. | Healthcare | 2.98% | ₹34.42 Cr | +3.36% | — | — |
| company:7041 | Technology | 2.89% | ₹33.41 Cr | — | — | — |
| Piramal Finance Ltd. | Financial | 2.83% | ₹32.71 Cr | +3.44% | +3.94% | — |
| Syrma SGS Technology Ltd. | Capital Goods | 2.27% | ₹26.20 Cr | — | — | — |
| Onesource Specialty Pharma Ltd. | Healthcare | 1.64% | ₹18.97 Cr | +5.66% | — | +2.83% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.01% | ₹0.06 Cr | +0.01% | +0.02% | +0.04% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Diamond Power Infrastructure Ltd. | 0.00% | 7.37% | +7.37% |
| company:15443 | 0.00% | 6.35% | +6.35% |
| Interglobe Aviation Ltd. | 6.13% | 0.00% | -6.13% |
| company:16457 | 0.00% | 6.03% | +6.03% |
| One97 Communications Ltd. | 0.00% | 5.56% | +5.56% |
| company:16437 | 0.00% | 5.48% | +5.48% |
| Cemindia Projects Ltd. | 0.00% | 4.67% | +4.67% |
| company:6892 | 0.00% | 4.33% | +4.33% |
| Manipal Health Enterprises Ltd. | 0.00% | 3.70% | +3.70% |
| GE Vernova T&D India Ltd | 3.61% | 0.00% | -3.61% |
| Nephrocare Health Services Ltd. | 3.46% | 0.00% | -3.46% |
| Shriram Finance Ltd | 3.45% | 0.00% | -3.45% |
| Kei Industries Ltd. | 3.38% | 0.00% | -3.38% |
| Solar Industries India Ltd. | 3.35% | 0.00% | -3.35% |
| BlueStone Jewellery and Lifestyle Ltd. | 0.00% | 3.34% | +3.34% |
| company:1333 | 0.00% | 3.11% | +3.11% |
| Others | 2.35% | -0.71% | -3.06% |
| Suzlon Energy Ltd. | 3.02% | 0.00% | -3.02% |
| company:7041 | 0.00% | 2.89% | +2.89% |
| Nippon Life India Asset Management Ltd. | 2.79% | 0.00% | -2.79% |
| RBL Bank Ltd. | 2.67% | 0.00% | -2.67% |
| ABB India Ltd. | 2.64% | 0.00% | -2.64% |
| Ola Electric Mobility Ltd. | 6.46% | 3.97% | -2.49% |
| Bharat Heavy Electricals Ltd. | 2.42% | 0.00% | -2.42% |
| Syrma SGS Technology Ltd. | 0.00% | 2.27% | +2.27% |
| TD Power Systems Ltd. | 2.18% | 0.00% | -2.18% |
| BSE Ltd. | 2.15% | 0.00% | -2.15% |
| Premier Energies Ltd. | 1.97% | 0.00% | -1.97% |
| Fractal Analytics Ltd. | 1.88% | 0.00% | -1.88% |
| Muthoot Finance Ltd. | 1.75% | 0.00% | -1.75% |
| Sterlite Technologies Ltd. | 5.89% | 4.58% | -1.31% |
| Aditya Infotech Ltd. | 4.80% | 3.56% | -1.24% |
| Navin Fluorine International Ltd. | 4.58% | 3.39% | -1.19% |
| Hitachi Energy India Ltd. | 0.99% | 0.00% | -0.99% |
| Onesource Specialty Pharma Ltd. | 0.92% | 1.64% | +0.72% |
| Acutaas Chemicals Ltd. | 3.68% | 2.98% | -0.70% |
| Anand Rathi Wealth Ltd. | 3.88% | 3.27% | -0.61% |
| Data Patterns (India) Ltd. | 3.00% | 3.59% | +0.59% |
| Piramal Finance Ltd. | 3.31% | 2.83% | -0.48% |
| Shaily Engineering Plastics Ltd. | 3.06% | 3.51% | +0.45% |
| Garware Hi-Tech Films Ltd. | 4.98% | 4.71% | -0.27% |
| SJS Enterprises Ltd. | 3.09% | 3.33% | +0.24% |
| TVS Motor Company Ltd - Pref. Shares | 0.01% | 0.01% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹769 Cr | 2.46% | 4.2% | 5.1% | 12.8% |
 Quant Quantamental Fund | ₹1,632 Cr | 2.94% | 4.7% | 6.0% | 14.3% |
 360 ONE Quant Fund | ₹846 Cr | 2.55% | -5.5% | 2.9% | — |
 Samco Active Momentum Fund | ₹752 Cr | 3.23% | 29.5% | 9.3% | — |
 Kotak Quant Fund | ₹497 Cr | 2.26% | -2.3% | 3.4% | — |
 Nippon India Quant Fund | ₹116 Cr | 1.31% | -5.4% | 4.0% | 11.3% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
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 managers
- Ajay KhandelwalMr. 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.
- Bhalchandra ShindeMr. Shinde has done M.M.S Finance & B.E. MechanicalPrior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
- Rakesh ShettyMr. Shetty has done B.ComPrior 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.
- Varun SharmaMr. 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.
- Vishal AsharMr. Ashar has done MBA in FinancePrior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months31.18% absolute | ₹60,000 | ₹78,708 | 31.18% | |
| 1 year27.54% annualised | ₹1,20,000 | ₹1,39,497 | 16.25% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.