Motilal Oswal Active Momentum Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 3.85%
Fund NAV

Fund Overview of Motilal Oswal Active Momentum Fund Regular-Growth

  • ₹1,154.9 Cr
    AUM
  • ₹14.36
    NAV
  • 3.32%
    Expense Ratio
As on Thu Sep 17, 2026
Calculate your Returns
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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 Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 3.85% NA NA
6 Months 30.94% NA NA
1 Year 25.74% 25.74% NA
As on Thu Sep 17, 2026

Asset Allocation of Motilal Oswal Active Momentum Fund Regular-Growth

equities

96.47%

other assets or cash equivalents

3.53%
Large Cap: 0.00%
Mid Cap: 25.01%
Small Cap: 74.99%
Other: 0.00%
Top Holdings
Diamond Power Infrastructure Ltd
7.37%
Diamond Power Infrastructure Ltd
7.37%
Diamond Power Infrastructure Ltd
7.37%
Diamond Power Infrastructure Ltd
7.37%
Sky Gold Ltd
6.35%
 
Top Sectors
Industrials
73.64%
Consumer Discretionary
49.52%
Detailed Portfolio Analysis
As on Thu Sep 17, 2026
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About Fund

About Motilal Oswal Active Momentum Fund Regular-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 ₹1,154.9 crore as on Mon Aug 31, 2026. The expense ratio stands at 3.32%.
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 25.74% in the last year, a total return since inception of 27.97%.
Identifying the right which sip is best has a key role for financial planning.

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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 Regular-Growth Fund Details

Fund Names Motilal Oswal Active Momentum Fund Regular-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 Regular-Growth Fund Returns Comparison

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

Motilal Oswal Active Momentum Fund Regular-Growth

UTI Nifty200 Momentum 30 Index Fund Direct-Growth

UTI Nifty200 Momentum 30 Index Fund Regular-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹8,513 -2.02% -2.77% -1.92% 10.52% 9.77%
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹8,513 -2.06% -2.89% -2.37% 10.00% 9.24%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,582 -3.53% 0.05% -2.26% 10.25% 8.40%
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,414 -3.89% -1.06% -5.19% 9.34% 8.36%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹797 -2.92% 0.16% -2.16% 10.31% 8.23%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹797 -2.92% 0.16% -2.16% 10.31% 8.23%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,241 -3.60% -0.94% -5.50% 9.24% 8.11%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,241 -3.60% -0.94% -5.50% 9.24% 8.11%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF-Growth trend ₹797 -2.96% 0.05% -2.56% 9.90% 7.74%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF-IDCW trend ₹797 -2.96% 0.05% -2.56% 9.90% 7.74%
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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 Direct-Growth increase ₹1,155 2.50% 3.88% 31.01% 25.87% -
Motilal Oswal Active Momentum Fund Regular-IDCW increase ₹1,155 2.49% 3.85% 30.94% 25.74% -
Motilal Oswal Active Momentum Fund Direct-IDCW increase ₹1,155 2.50% 3.88% 31.01% 25.87% -
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-Growth increase ₹958 -2.02% -2.96% 6.86% -2.30% 10.18%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-Growth increase ₹958 -2.08% -3.13% 6.47% -3.00% 9.42%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-Growth increase ₹827 -0.54% 0.19% 14.01% 3.26% -
Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-Growth increase ₹827 -0.60% 0.03% 13.65% 2.58% -
Motilal Oswal Nifty 500 Momentum 50 ETF-Growth increase ₹398 -0.55% 0.23% 14.08% 3.33% -
Motilal Oswal Nifty 200 Momentum 30 ETF-Growth increase ₹126 -2.02% -2.92% 6.92% -2.20% 10.21%
View More
increase growth is based on 1-month returns of the funds

Motilal Oswal Active Momentum Fund Regular-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 ₹8,513 ₹20.35 10.00% 9.24% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹8,513 ₹20.91 10.52% 9.77% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,414 ₹21.41 9.34% 8.36% -
Top funds are based on Fund AUM

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Motilal Oswal Active Momentum Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
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 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
Kalyan Jewellers India LtdConsumer Discretionary6.03%₹69.69 Cr
Kalyan Jewellers India LtdConsumer Discretionary6.03%₹69.69 Cr
Kalyan Jewellers India LtdConsumer Discretionary6.03%₹69.69 Cr
Kalyan Jewellers India LtdConsumer Discretionary6.03%₹69.69 Cr
One 97 Communications LtdIndustrials5.56%₹64.20 Cr
One 97 Communications LtdIndustrials5.56%₹64.20 Cr
One 97 Communications LtdIndustrials5.56%₹64.20 Cr
One 97 Communications LtdIndustrials5.56%₹64.20 Cr
Mtar Technologies LtdIndustrials5.48%₹63.28 Cr
Mtar Technologies LtdIndustrials5.48%₹63.28 Cr
Mtar Technologies LtdIndustrials5.48%₹63.28 Cr
Mtar Technologies LtdIndustrials5.48%₹63.28 Cr
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Frequently Asked Questions

Motilal Oswal Active Momentum Fund Regular-Growth

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

As of Mon Aug 31, 2026, Motilal Oswal Active Momentum Fund Regular-Growth manages assets worth ₹1,154.9 crore

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

  • 3 Months: 3.85%
  • 6 Months: 30.94%

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

  • Since Inception: 27.97%

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

Equity: 96.47%, Others: 3.53%.

Who manages Motilal Oswal Active Momentum Fund Regular-Growth?

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

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

Mid Cap: 25.01%, Small Cap: 74.99%.

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

  • Diamond Power Infrastructure Ltd – 7.37% of the fund's portfolio
  • Diamond Power Infrastructure Ltd – 7.37% of the fund's portfolio
  • Diamond Power Infrastructure Ltd – 7.37% of the fund's portfolio
  • Diamond Power Infrastructure Ltd – 7.37% of the fund's portfolio
  • Sky Gold Ltd – 6.35% of the fund's portfolio

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

  • Industrials – 73.64% of the fund's portfolio
  • Consumer Discretionary – 49.52% of the fund's portfolio
View more FAQ's

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