Motilal Oswal Active Momentum Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.37%
Fund NAV

Fund Overview of Motilal Oswal Active Momentum Fund Direct-Growth

  • ₹1,364.1 Cr
    AUM
  • ₹14.18
    NAV
  • 2.86%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Motilal Oswal Active Momentum Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.37% NA NA
6 Months 13.59% NA NA
1 Year 17.82% 17.82% NA
As on Thu Nov 05, 2026

Asset Allocation of Motilal Oswal Active Momentum Fund Direct-Growth

equities

96.47%

other assets or cash equivalents

3.53%
Large Cap: 0.00%
Mid Cap: 20.89%
Small Cap: 79.11%
Other: 0.00%
Top Holdings
Repo
9.09%
Repo
9.09%
Repo
9.09%
Repo
9.09%
Diamond Power Infrastructure Ltd
6.36%
 
Top Sectors
Industrials
54.92%
Consumer Discretionary
47.00%
Unspecified
36.36%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Motilal Oswal Active Momentum Fund Direct-Growth

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 ₹1,364.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.86%.
The portfolio allocation consists of 96.47% in equities, 3.53% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of 17.82% in the last year, a total return since inception of 23.76%.
As shortlisting long-term investments individuals generally refer to best sip plans depending on investment horizon.

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  • 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

Motilal Oswal Active Momentum Fund Direct-Growth Fund Details

Fund Names Motilal Oswal Active Momentum Fund Direct-Growth
Inception Date 17 Mar 2025
Lock In No Lock-in
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Motilal Oswal Active Momentum Fund Direct-Growth Fund Returns Comparison

Compare Motilal Oswal Active Momentum Fund Direct-Growth with other mutual funds in the same category

Motilal Oswal Active Momentum Fund Direct-Growth

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 6.78% -3.98% -2.54% 10.70% 9.31%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,470 4.53% -5.45% -2.30% 9.87% 9.07%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
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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 Active Momentum Fund Regular-Growth increase ₹1,364 -2.32% 1.34% 13.53% 17.70% -
Motilal Oswal Active Momentum Fund Regular-IDCW increase ₹1,364 -2.32% 1.34% 13.53% 17.70% -
Motilal Oswal Active Momentum Fund Direct-IDCW increase ₹1,364 -2.31% 1.37% 13.59% 17.82% -
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-Growth increase ₹882 1.53% -3.70% -1.57% -5.30% 9.59%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-Growth increase ₹882 1.47% -3.87% -1.93% -5.98% 8.83%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-Growth increase ₹785 0.49% -2.32% 1.63% -1.48% -
Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-Growth increase ₹785 0.44% -2.47% 1.31% -2.11% -
Motilal Oswal Nifty 500 Momentum 50 ETF-Growth increase ₹400 0.49% -2.32% 1.67% -1.41% -
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Direct-Growth increase ₹156 2.02% -1.70% - - -
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increase growth is based on 1-month returns of the funds

Motilal Oswal Active Momentum Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹7,962 ₹20.18 9.42% 7.57% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹7,962 ₹20.75 9.94% 8.09% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 ₹22.00 10.70% 9.31% -
Top funds are based on Fund AUM

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Motilal Oswal Active Momentum Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified9.09%₹124.00 Cr
RepoUnspecified9.09%₹124.00 Cr
RepoUnspecified9.09%₹124.00 Cr
RepoUnspecified9.09%₹124.00 Cr
Diamond Power Infrastructure LtdIndustrials6.36%₹86.78 Cr
Diamond Power Infrastructure LtdIndustrials6.36%₹86.78 Cr
Diamond Power Infrastructure LtdIndustrials6.36%₹86.78 Cr
Diamond Power Infrastructure LtdIndustrials6.36%₹86.78 Cr
Diamond Power Infrastructure LtdIndustrials7.37%₹85.09 Cr
Diamond Power Infrastructure LtdIndustrials7.37%₹85.09 Cr
Diamond Power Infrastructure LtdIndustrials7.37%₹85.09 Cr
Diamond Power Infrastructure LtdIndustrials7.37%₹85.09 Cr
Sky Gold LtdConsumer Discretionary5.40%₹73.64 Cr
Sky Gold LtdConsumer Discretionary5.40%₹73.64 Cr
Sky Gold LtdConsumer Discretionary5.40%₹73.64 Cr
Sky Gold LtdConsumer Discretionary5.40%₹73.64 Cr
Sky Gold LtdConsumer Discretionary6.35%₹73.31 Cr
Sky Gold LtdConsumer Discretionary6.35%₹73.31 Cr
Sky Gold LtdConsumer Discretionary6.35%₹73.31 Cr
Sky Gold LtdConsumer Discretionary6.35%₹73.31 Cr
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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 Wed Sep 30, 2026, Motilal Oswal Active Momentum Fund Direct-Growth manages assets worth ₹1,364.1 crore

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

  • 3 Months: 1.37%
  • 6 Months: 13.59%

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

  • Since Inception: 23.76%

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

Equity: 96.47%, Others: 3.53%.

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?

Mid Cap: 20.89%, Small Cap: 79.11%.

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

  • Repo – 9.09% of the fund's portfolio
  • Repo – 9.09% of the fund's portfolio
  • Repo – 9.09% of the fund's portfolio
  • Repo – 9.09% of the fund's portfolio
  • Diamond Power Infrastructure Ltd – 6.36% of the fund's portfolio

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

  • Industrials – 54.92% of the fund's portfolio
  • Consumer Discretionary – 47.00% of the fund's portfolio
  • Unspecified – 36.36% of the fund's portfolio
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