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Fund Overview of Motilal Oswal Active Momentum Fund Direct-growth
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₹469.1 CrAUM
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₹13.83NAV
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2.89%Expense Ratio
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EquityFund Category
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.
Returns of Motilal Oswal Active Momentum Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 28.87% | NA | 4.02% |
| 6 Months | 12.94% | NA | 14.62% |
| 1 Year | 26.33% | 26.33% | -1.34% |
Asset Allocation
equities
95.68%other assets or cash equivalents
4.32%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 ₹469.1 crore as on Sun May 31, 2026. The expense ratio stands at 2.89%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Active Momentum Fund Direct-growth
The portfolio allocation consists of 95.68% in equities, 4.32% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of 26.33% in the last year, a total return since inception of 29.10%.
As shortlisting long-term investments individuals generally refer to best sip plans depending on investment horizon.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Franklin India Opportunities Direct Fund-growth  |
₹8,724 | 5.99% | 12.97% | 6.47% | 25.19% | 20.55% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 5.99% | 12.97% | 6.47% | 25.19% | 20.55% |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | 0.94% | 7.93% | 2.62% | 19.76% | 20.48% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 0.94% | 7.93% | 2.62% | 19.76% | 20.48% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 5.88% | 12.62% | 5.18% | 23.68% | 19.34% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 5.88% | 12.62% | 5.18% | 23.68% | 19.34% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 0.87% | 7.71% | 1.69% | 18.59% | 19.15% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 0.87% | 7.71% | 1.69% | 18.59% | 19.15% |
ICICI Prudential Commodities Fund Direct-growth  |
₹3,999 | -0.02% | 11.42% | 20.08% | 19.76% | 17.72% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | -0.02% | 11.42% | 20.08% | 19.76% | 17.72% |
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 Regular-growth
|
₹4,856 | 6.00% | 30.24% | 24.01% | 5.73% | - |
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Motilal Oswal Nifty India Defence Index Fund Direct-growth
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₹4,856 | 6.05% | 30.43% | 24.38% | 6.39% | - |
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Motilal Oswal Nifty India Defence Etf
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₹1,384 | 6.05% | 30.47% | 24.46% | 6.43% | - |
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Motilal Oswal Nifty Capital Market Index Fund Direct-growth
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₹538 | -1.01% | 29.33% | 16.09% | 20.71% | - |
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Motilal Oswal Nifty Capital Market Index Fund Regular-growth
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₹538 | -1.07% | 29.14% | 15.74% | 19.95% | - |
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Motilal Oswal Active Momentum Fund Regular-growth
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₹469 | 9.53% | 28.83% | 12.89% | 26.20% | - |
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Motilal Oswal Active Momentum Fund Regular-idcw
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₹469 | 9.53% | 28.83% | 12.89% | 26.20% | - |
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Motilal Oswal Active Momentum Fund Direct-idcw
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₹469 | 9.54% | 28.87% | 12.94% | 26.33% | - |
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Motilal Oswal Nifty Realty Etf-growth
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₹285 | 4.05% | 21.37% | -8.94% | -20.44% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.04 | 18.59% | 19.15% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.59 | 19.76% | 20.48% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.04 | 18.59% | 19.15% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.16 | 19.76% | 20.48% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.66 | 43.50% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.69 | 45.11% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.66 | 43.50% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.69 | 45.11% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹260.20 | 23.68% | 19.34% | 16.33% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹290.30 | 25.19% | 20.55% | 17.39% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Sterlite Technologies Ltd | Technology | 8.30% | ₹38.95 Cr |
| Aditya Infotech Ltd. | Technology | 6.16% | ₹28.91 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 5.66% | ₹26.56 Cr |
| Shaily Engineering Plastics Ltd | Materials | 4.50% | ₹21.13 Cr |
| Net Receivables | Unspecified | 4.32% | ₹20.11 Cr |
| Suzlon Energy Ltd | Industrials | 4.09% | ₹19.17 Cr |
| Ge T&d India Ltd | Industrials | 3.87% | ₹18.15 Cr |
| Data Patterns (india) Ltd | Industrials | 3.80% | ₹17.81 Cr |
| Kei Industries Ltd | Industrials | 3.63% | ₹17.05 Cr |
| Anand Rathi Wealth Ltd | Financial | 3.55% | ₹16.65 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 3.44% | ₹16.14 Cr |
| Jain Resource Recycling Ltd. | 3.43% | ₹16.09 Cr | |
| Multi Commodity Exchange Of India Ltd | Financial | 3.41% | ₹16.00 Cr |
| Ami Organics Ltd | Healthcare | 3.36% | ₹15.76 Cr |
| Nippon Life India Asset Management Ltd | Financial | 3.28% | ₹15.40 Cr |
| Solar Industries India Ltd | Materials | 3.24% | ₹15.21 Cr |
| Garware Hi-tech Films Ltd | Materials | 3.21% | ₹15.07 Cr |
| Muthoot Finance Ltd | Financial | 3.14% | ₹14.72 Cr |
| Mtar Technologies Ltd | Industrials | 3.10% | ₹14.56 Cr |
| Icici Prudential Asset Management Company Ltd. | 3.03% | ₹14.20 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Franklin India Opportunities Direct Fund-growth |
₹290.30 | 25.19% | 20.55% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹42.34 | 25.19% | 20.55% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.59 | 19.76% | 20.48% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.16 | 19.76% | 20.48% | - |
| Franklin India Opportunities Fund Regular-growth |
₹260.20 | 23.68% | 19.34% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹37.32 | 23.68% | 19.34% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.04 | 18.59% | 19.15% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.04 | 18.59% | 19.15% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹52.12 | 19.76% | 17.72% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.55 | 19.76% | 17.72% | - |
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 Sun May 31, 2026, Motilal Oswal Active Momentum Fund Direct-growth manages assets worth ₹469.1 crore
How has Motilal Oswal Active Momentum Fund Direct-growth performed recently?
- 3 Months: 28.87%
- 6 Months: 12.94%
What is the long-term performance of Motilal Oswal Active Momentum Fund Direct-growth?
- Since Inception: 29.10%
What is the portfolio composition of Motilal Oswal Active Momentum Fund Direct-growth?
Equity: 95.68%, Others: 4.32%.
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: 12.65%, Mid Cap: 32.59%, Small Cap: 54.76%.
Which are the top companies Motilal Oswal Active Momentum Fund Direct-growth has invested in?
- Sterlite Technologies Ltd – 8.30% of the fund's portfolio
- Aditya Infotech Ltd. – 6.16% of the fund's portfolio
- Onesource Specialty Pharma Ltd – 5.66% of the fund's portfolio
- Shaily Engineering Plastics Ltd – 4.50% of the fund's portfolio
- Net Receivables – 4.32% of the fund's portfolio
Which are the major sectors Motilal Oswal Active Momentum Fund Direct-growth focuses on?
- Industrials – 18.49% of the fund's portfolio
- Financial – 16.82% of the fund's portfolio
- Technology – 14.46% of the fund's portfolio
- Materials – 10.95% of the fund's portfolio
- Healthcare – 9.02% of the fund's portfolio
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