Motilal Oswal Active Momentum Fund Direct - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 3.74%
NAV: ₹12.49 as on Wed Jan 07, 2026
Fund NAV

Fund Overview of Motilal Oswal Active Momentum Fund Direct - Growth

  • ₹123.5 Cr
    AUM
  • ₹12.49
    NAV
  • 2.56%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Jan 07, 2026

Returns of Motilal Oswal Active Momentum Fund Direct - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 3.74% NA 4.02%
6 Months 26.52% NA 14.62%
As on Wed Jan 07, 2026

Asset Allocation

equities

92.28%

other assets or cash equivalents

7.72%
Large Cap: 24.28%
Mid Cap: 39.71%
Small Cap: 36.01%
Other: 0.00%
Top Holdings
Net Receivables
14.94%
Multi Commodity Exchange Of India Ltd
5.42%
State Bank Of India
5.36%
Ather Energy Ltd.
5.11%
Shaily Engineering Plastics Ltd
4.43%
 
Top Sectors
Industrials
106.84%
Financial
92.43%
Consumer Discretionary
82.15%
Unspecified
38.60%
Healthcare
37.24%
Detailed Portfolio Analysis
As on Wed Jan 07, 2026
Invest Now

About Fund

About Motilal Oswal Active Momentum Fund Direct - Growth

Motilal Oswal Active Momentum Fund Direct - Growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 17 Mar 2025, the fund aims Capital appreciation over long term, Investing predominantly in equity or instrument equity that related exhibit momentum characteristics. It manages assets worth ₹123.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.56%.
The portfolio allocation consists of 92.28% in equities, 7.72% in other assets or cash equivalents. Managed by Rakesh Shetty, it has delivered a return of 0.00% in the last year, a total return since inception of 16.54%.

Read more
  • Bhalchandra Shinde

    Fund Manager

  • Mr. Shinde has done M.M.S Finance & B.E. Mechanical

    Manager Education

  • Vishal Ashar

    Fund Manager

  • Mr. Ashar has done MBA in Finance

    Manager Education

  • Varun Sharma

    Fund Manager

  • 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.

    Manager Education

  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

Fund Details

Fund Names Motilal Oswal Active Momentum Fund Direct - Growth
Inception Date 17 Mar 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 1.40% 6.64% 14.85% 22.20% 19.12%
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 1.32% 6.37% 13.66% 20.81% 17.51%
Taurus Ethical Fund Direct-growth trend ₹320 0.73% 3.91% 2.67% 17.58% 15.06%
Taurus Ethical Fund Regular-growth trend ₹320 0.59% 3.53% 1.23% 16.07% 13.74%
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Nifty India Defence Index Fund Direct-growth increase ₹3,496 2.18% -1.67% -9.84% 23.64% -
Motilal Oswal Nifty Capital Market Index Fund Direct-growth increase ₹261 1.69% 9.94% 3.11% 20.79% -
Motilal Oswal Nifty Capital Market Index Fund Regular-growth increase ₹261 1.63% 9.76% 2.78% 19.99% -
Motilal Oswal Active Momentum Fund Regular - Growth increase ₹124 1.79% 7.16% 12.17% - -
Motilal Oswal Nifty Capital Market Etf-growth increase ₹63 1.69% 9.96% 3.08% - -
Motilal Oswal Services Fund Direct-growth increase ₹42 0.87% 3.59% 7.74% - -
Motilal Oswal Services Fund Regular-growth increase ₹42 0.80% 3.46% 7.57% - -
View More
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 ₹28.92 22.20% 19.12% -
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 ₹26.88 20.81% 17.51% -
Taurus Ethical Fund Regular-growth trend ₹320 ₹130.40 16.07% 13.74% 13.02%
Taurus Ethical Fund Direct-growth trend ₹320 ₹147.85 17.58% 15.06% 14.22%
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Net ReceivablesUnspecified14.94%₹25.20 Cr
Multi Commodity Exchange Of India LtdFinancial5.42%₹17.24 Cr
State Bank Of IndiaFinancial5.36%₹17.03 Cr
Ather Energy Ltd.Consumer Discretionary5.11%₹16.26 Cr
Shaily Engineering Plastics LtdMaterials4.43%₹14.10 Cr
Muthoot Finance LtdFinancial4.32%₹13.74 Cr
One 97 Communications LtdIndustrials4.22%₹13.41 Cr
Net ReceivablesUnspecified4.04%₹12.85 Cr
L&t Finance Holdings LtdFinancial3.90%₹12.39 Cr
Lg Electronics India Ltd.Consumer Discretionary5.57%₹12.36 Cr
Lg Electronics India Ltd.Consumer Discretionary5.57%₹12.36 Cr
Lg Electronics India Ltd.Consumer Discretionary3.88%₹12.33 Cr
Muthoot Finance LtdFinancial7.00%₹11.81 Cr
Reverse Repo/cbloUnspecified3.68%₹11.69 Cr
Muthoot Finance LtdFinancial5.26%₹11.67 Cr
Muthoot Finance LtdFinancial5.26%₹11.67 Cr
One 97 Communications LtdIndustrials5.06%₹11.22 Cr
One 97 Communications LtdIndustrials5.06%₹11.22 Cr
State Bank Of IndiaFinancial4.98%₹11.06 Cr
State Bank Of IndiaFinancial4.98%₹11.06 Cr
Jain Resource Recycling Ltd.3.46%₹11.00 Cr
Ge T&d India LtdIndustrials3.38%₹10.74 Cr
Billionbrains Garage Ventures Ltd.3.36%₹10.67 Cr
Jain Resource Recycling Ltd.4.80%₹10.66 Cr
Jain Resource Recycling Ltd.4.80%₹10.66 Cr
Bharat Heavy Electricals LtdIndustrials3.31%₹10.53 Cr
Ather Energy Ltd.Consumer Discretionary4.66%₹10.34 Cr
Ather Energy Ltd.Consumer Discretionary4.66%₹10.34 Cr
Gokaldas Exports LtdConsumer Discretionary3.24%₹10.29 Cr
Multi Commodity Exchange Of India LtdFinancial4.62%₹10.26 Cr
Multi Commodity Exchange Of India LtdFinancial4.62%₹10.26 Cr
Bharat Electronics LtdIndustrials3.18%₹10.09 Cr
Zomato LtdTechnology4.51%₹10.01 Cr
Zomato LtdTechnology4.51%₹10.01 Cr
Wework India Management Ltd.4.49%₹9.96 Cr
Wework India Management Ltd.4.49%₹9.96 Cr
Amber Enterprises India LtdConsumer Discretionary3.11%₹9.88 Cr
Ola Electric Mobility Ltd.Consumer Discretionary5.72%₹9.64 Cr
Radico Khaitan LtdConsumer Staples2.99%₹9.51 Cr
Zomato LtdTechnology2.97%₹9.46 Cr
Tvs Motor Company LtdConsumer Discretionary2.95%₹9.39 Cr
Tvs Motor Company LtdConsumer Discretionary4.19%₹9.30 Cr
Tvs Motor Company LtdConsumer Discretionary4.19%₹9.30 Cr
Angel One LtdFinancial2.92%₹9.30 Cr
Radico Khaitan LtdConsumer Staples4.18%₹9.28 Cr
Radico Khaitan LtdConsumer Staples4.18%₹9.28 Cr
Wework India Management Ltd.2.88%₹9.14 Cr
Healthcare Global Enterprises LtdHealthcare2.87%₹9.12 Cr
Aster Dm Healthcare LtdHealthcare2.84%₹9.04 Cr
Bharat Dynamics LtdIndustrials2.81%₹8.93 Cr
Polycab India LtdIndustrials3.89%₹8.62 Cr
Polycab India LtdIndustrials3.89%₹8.62 Cr
Hdfc Asset Management Company LtdFinancial3.87%₹8.59 Cr
Hdfc Asset Management Company LtdFinancial3.87%₹8.59 Cr
Polycab India LtdIndustrials2.63%₹8.36 Cr
Waaree Energies Ltd.Energy & Utilities3.76%₹8.34 Cr
Waaree Energies Ltd.Energy & Utilities3.76%₹8.34 Cr
Healthcare Global Enterprises LtdHealthcare3.75%₹8.32 Cr
Healthcare Global Enterprises LtdHealthcare3.75%₹8.32 Cr
Shaily Engineering Plastics LtdMaterials3.74%₹8.29 Cr
Shaily Engineering Plastics LtdMaterials3.74%₹8.29 Cr
Net ReceivablesUnspecified3.60%₹8.00 Cr
Net ReceivablesUnspecified3.60%₹8.00 Cr
Physicswallah Ltd.2.51%₹7.99 Cr
Bharat Electronics LtdIndustrials3.35%₹7.43 Cr
Bharat Electronics LtdIndustrials3.35%₹7.43 Cr
Ge T&d India LtdIndustrials3.27%₹7.25 Cr
Ge T&d India LtdIndustrials3.27%₹7.25 Cr
Bharat Electronics LtdIndustrials4.17%₹7.04 Cr
V2 Retail LtdConsumer Discretionary2.17%₹6.89 Cr
Zomato LtdTechnology4.05%₹6.83 Cr
Waaree Energies Ltd.Energy & Utilities3.97%₹6.70 Cr
Sonata Software LtdTechnology3.02%₹6.69 Cr
Sonata Software LtdTechnology3.02%₹6.69 Cr
Reverse Repo/cbloUnspecified2.98%₹6.62 Cr
Reverse Repo/cbloUnspecified2.98%₹6.62 Cr
Sonata Software LtdTechnology2.03%₹6.47 Cr
Siemens Energy India LtdEnergy & Utilities3.72%₹6.28 Cr
Aster Dm Healthcare LtdHealthcare2.82%₹6.27 Cr
Aster Dm Healthcare LtdHealthcare2.82%₹6.27 Cr
Amber Enterprises India LtdConsumer Discretionary3.68%₹6.22 Cr
Tvs Motor Company LtdConsumer Discretionary3.52%₹5.93 Cr
Multi Commodity Exchange Of India LtdFinancial3.51%₹5.91 Cr
One 97 Communications LtdIndustrials3.49%₹5.88 Cr
Hdfc Asset Management Company LtdFinancial3.44%₹5.81 Cr
Ge T&d India LtdIndustrials3.34%₹5.63 Cr
Shaily Engineering Plastics LtdMaterials3.30%₹5.57 Cr
Ge T&d India LtdIndustrials4.44%₹5.48 Cr
Amber Enterprises India LtdConsumer Discretionary2.45%₹5.43 Cr
Amber Enterprises India LtdConsumer Discretionary2.45%₹5.43 Cr
Radico Khaitan LtdConsumer Staples3.12%₹5.27 Cr
Zomato LtdTechnology4.26%₹5.26 Cr
Kpr Mills LtdConsumer Discretionary4.25%₹5.26 Cr
Prestige Estates Projects LtdReal Estate4.23%₹5.23 Cr
Bharat Dynamics LtdIndustrials2.33%₹5.18 Cr
Bharat Dynamics LtdIndustrials2.33%₹5.18 Cr
Angel One LtdFinancial2.31%₹5.12 Cr
Angel One LtdFinancial2.31%₹5.12 Cr
Bharat Dynamics LtdIndustrials3.00%₹5.06 Cr
Aster Dm Healthcare LtdHealthcare2.95%₹4.98 Cr
Jain Resource Recycling Ltd.2.92%₹4.93 Cr
Siemens Energy India LtdEnergy & Utilities3.99%₹4.92 Cr
Cummins India LtdIndustrials2.91%₹4.91 Cr
Multi Commodity Exchange Of India LtdFinancial3.95%₹4.87 Cr
Healthcare Global Enterprises LtdHealthcare2.87%₹4.85 Cr
Aster Dm Healthcare LtdHealthcare3.89%₹4.80 Cr
Polycab India LtdIndustrials2.81%₹4.74 Cr
Oswal Pumps Ltd.Industrials3.77%₹4.66 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.74%₹4.63 Cr
Waaree Energies Ltd.Energy & Utilities3.68%₹4.55 Cr
Bse LtdFinancial3.64%₹4.49 Cr
Muthoot Finance LtdFinancial3.62%₹4.47 Cr
Amber Enterprises India LtdConsumer Discretionary3.42%₹4.22 Cr
Suzlon Energy LtdIndustrials3.39%₹4.19 Cr
Aegis Vopak Terminals Ltd.Energy & Utilities3.38%₹4.18 Cr
Onesource Specialty Pharma LtdHealthcare3.36%₹4.15 Cr
Anthem Biosciences Ltd.Healthcare3.33%₹4.11 Cr
Ellenbarrie Industrial Gases LtdMaterials3.29%₹4.07 Cr
Hitachi Energy India LtdIndustrials3.29%₹4.07 Cr
Shaily Engineering Plastics LtdMaterials3.28%₹4.06 Cr
Oswal Pumps Ltd.Industrials2.39%₹4.03 Cr
Religare Enterprises LtdFinancial3.26%₹4.03 Cr
Solar Industries India LtdMaterials1.79%₹3.96 Cr
Solar Industries India LtdMaterials1.79%₹3.96 Cr
Solar Industries India LtdMaterials2.26%₹3.81 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.07%₹3.79 Cr
Hitachi Energy India LtdIndustrials2.16%₹3.64 Cr
Polycab India LtdIndustrials2.88%₹3.55 Cr
Net ReceivablesUnspecified2.78%₹3.43 Cr
Aditya Infotech Ltd.Technology1.99%₹3.36 Cr
One 97 Communications LtdIndustrials2.69%₹3.32 Cr
Radico Khaitan LtdConsumer Staples2.50%₹3.09 Cr
Bharat Electronics LtdIndustrials2.30%₹2.85 Cr
Bharat Dynamics LtdIndustrials2.29%₹2.83 Cr
Mazagon Dock Shipbuilders LtdIndustrials2.23%₹2.75 Cr
Solar Industries India LtdMaterials2.06%₹2.54 Cr
Max Healthcare Institute LtdHealthcare1.98%₹2.45 Cr
Aditya Infotech Ltd.Technology1.50%₹1.86 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.72%₹1.60 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.72%₹1.60 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.02%₹0.06 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.03%₹0.06 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.03%₹0.06 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.04%₹0.06 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Aditya Birla Sun Life Special Opportunities Fund Direct-growth increase ₹28.92 22.20% 19.12% -
Aditya Birla Sun Life Special Opportunities Fund Regular-growth increase ₹26.88 20.81% 17.51% -
Taurus Ethical Fund Direct-growth increase ₹147.85 17.58% 15.06% -
Taurus Ethical Fund Regular-growth increase ₹130.40 16.07% 13.74% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Active Momentum Fund Direct - Growth

What is the current AUM of Motilal Oswal Active Momentum Fund Direct - Growth?

As of Thu Jul 31, 2025, Motilal Oswal Active Momentum Fund Direct - Growth manages assets worth ₹123.5 crore

How has Motilal Oswal Active Momentum Fund Direct - Growth performed recently?

  • 3 Months: 3.74%
  • 6 Months: 26.52%

What is the long-term performance of Motilal Oswal Active Momentum Fund Direct - Growth?

  • Since Inception: 16.54%

What is the portfolio composition of Motilal Oswal Active Momentum Fund Direct - Growth?

Equity: 92.28%, Others: 7.72%.

Who manages Motilal Oswal Active Momentum Fund Direct - Growth?

Motilal Oswal Active Momentum Fund Direct - Growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Active Momentum Fund Direct - Growth?

Large Cap: 24.28%, Mid Cap: 39.71%, Small Cap: 36.01%.

Which are the top companies Motilal Oswal Active Momentum Fund Direct - Growth has invested in?

  • Net Receivables – 14.94% of the fund's portfolio
  • Multi Commodity Exchange Of India Ltd – 5.42% of the fund's portfolio
  • State Bank of India – 5.36% of the fund's portfolio
  • Ather Energy Ltd. – 5.11% of the fund's portfolio
  • Shaily Engineering Plastics Ltd – 4.43% of the fund's portfolio

Which are the major sectors Motilal Oswal Active Momentum Fund Direct - Growth focuses on?

  • Industrials – 106.84% of the fund's portfolio
  • Financial – 92.43% of the fund's portfolio
  • Consumer Discretionary – 82.15% of the fund's portfolio
  • Unspecified – 38.60% of the fund's portfolio
  • Healthcare – 37.24% of the fund's portfolio
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