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- Motilal Oswal Active Momentum Fund Regular - Idcw
Fund Overview of Motilal Oswal Active Momentum Fund Regular - Idcw
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₹123.5 CrAUM
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₹12.69NAV
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2.66%Expense Ratio
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EquityFund Category
Returns of Motilal Oswal Active Momentum Fund Regular - Idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.72% | NA | 4.02% |
| 6 Months | 26.46% | NA | 14.62% |
Asset Allocation
equities
93.41%other assets or cash equivalents
6.58%Motilal Oswal Active Momentum Fund Regular - Idcw 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 2.66%. 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 Regular - Idcw
The portfolio allocation consists of 93.41% in equities, 6.58% 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 16.47%.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Special Opportunities Fund Direct-growth  |
₹801 | 4.09% | 8.57% | 17.19% | 21.28% | 21.82% |
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹801 | 4.00% | 8.29% | 15.93% | 19.88% | 20.10% |
| Taurus Ethical Fund Direct-growth |
₹320 | 2.59% | 3.11% | 3.69% | 15.78% | 17.48% |
| Taurus Ethical Fund Regular-growth |
₹320 | 2.45% | 2.74% | 2.25% | 14.30% | 16.14% |
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
|
₹3,496 | 1.54% | 6.71% | 0.54% | 35.97% | - |
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Motilal Oswal Nifty Capital Market Index Fund Regular-growth
|
₹261 | 2.98% | 5.81% | 15.64% | - | - |
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Motilal Oswal Active Momentum Fund Regular - Growth
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₹124 | 4.71% | 13.98% | 22.17% | - | - |
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Motilal Oswal Active Momentum Fund Direct - Growth
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₹124 | 4.72% | 14.01% | 22.23% | - | - |
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Motilal Oswal Nifty Capital Market Etf-growth
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₹63 | 3.04% | 5.99% | 16.01% | - | - |
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Motilal Oswal Services Fund Regular-growth
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₹42 | 0.88% | 5.57% | - | - | - |
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Motilal Oswal Services Fund Direct-growth
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₹42 | 0.91% | 5.61% | - | - | - |
Motilal Oswal Nifty India Tourism Etf-growth
|
₹1 | -0.77% | -4.45% | - | - | - |
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 |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹801 | ₹26.78 | 19.88% | 20.10% | - |
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹801 | ₹28.77 | 21.28% | 21.82% | - |
| Taurus Ethical Fund Regular-growth |
₹320 | ₹129.94 | 14.30% | 16.14% | 12.73% |
| Taurus Ethical Fund Direct-growth |
₹320 | ₹147.04 | 15.78% | 17.48% | 13.91% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Net Receivables | Unspecified | 14.94% | ₹25.20 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 5.57% | ₹12.36 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 5.57% | ₹12.36 Cr |
| Muthoot Finance Ltd | Financial | 7.00% | ₹11.81 Cr |
| Muthoot Finance Ltd | Financial | 5.26% | ₹11.67 Cr |
| Muthoot Finance Ltd | Financial | 5.26% | ₹11.67 Cr |
| One 97 Communications Ltd | Industrials | 5.06% | ₹11.22 Cr |
| One 97 Communications Ltd | Industrials | 5.06% | ₹11.22 Cr |
| State Bank Of India | Financial | 4.98% | ₹11.06 Cr |
| State Bank Of India | Financial | 4.98% | ₹11.06 Cr |
| Jain Resource Recycling Ltd. | 4.80% | ₹10.66 Cr | |
| Jain Resource Recycling Ltd. | 4.80% | ₹10.66 Cr | |
| Ather Energy Ltd. | Consumer Discretionary | 4.66% | ₹10.34 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 4.66% | ₹10.34 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.62% | ₹10.26 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.62% | ₹10.26 Cr |
| Zomato Ltd | Technology | 4.51% | ₹10.01 Cr |
| Zomato Ltd | Technology | 4.51% | ₹10.01 Cr |
| Wework India Management Ltd. | 4.49% | ₹9.96 Cr | |
| Wework India Management Ltd. | 4.49% | ₹9.96 Cr | |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 5.72% | ₹9.64 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 4.19% | ₹9.30 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 4.19% | ₹9.30 Cr |
| Radico Khaitan Ltd | Consumer Staples | 4.18% | ₹9.28 Cr |
| Radico Khaitan Ltd | Consumer Staples | 4.18% | ₹9.28 Cr |
| Polycab India Ltd | Industrials | 3.89% | ₹8.62 Cr |
| Polycab India Ltd | Industrials | 3.89% | ₹8.62 Cr |
| Hdfc Asset Management Company Ltd | Financial | 3.87% | ₹8.59 Cr |
| Hdfc Asset Management Company Ltd | Financial | 3.87% | ₹8.59 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 3.76% | ₹8.34 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 3.76% | ₹8.34 Cr |
| Healthcare Global Enterprises Ltd | Healthcare | 3.75% | ₹8.32 Cr |
| Healthcare Global Enterprises Ltd | Healthcare | 3.75% | ₹8.32 Cr |
| Shaily Engineering Plastics Ltd | Materials | 3.74% | ₹8.29 Cr |
| Shaily Engineering Plastics Ltd | Materials | 3.74% | ₹8.29 Cr |
| Net Receivables | Unspecified | 3.60% | ₹8.00 Cr |
| Net Receivables | Unspecified | 3.60% | ₹8.00 Cr |
| Bharat Electronics Ltd | Industrials | 3.35% | ₹7.43 Cr |
| Bharat Electronics Ltd | Industrials | 3.35% | ₹7.43 Cr |
| Ge T&d India Ltd | Industrials | 3.27% | ₹7.25 Cr |
| Ge T&d India Ltd | Industrials | 3.27% | ₹7.25 Cr |
| Bharat Electronics Ltd | Industrials | 4.17% | ₹7.04 Cr |
| Zomato Ltd | Technology | 4.05% | ₹6.83 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 3.97% | ₹6.70 Cr |
| Sonata Software Ltd | Technology | 3.02% | ₹6.69 Cr |
| Sonata Software Ltd | Technology | 3.02% | ₹6.69 Cr |
| Reverse Repo/cblo | Unspecified | 2.98% | ₹6.62 Cr |
| Reverse Repo/cblo | Unspecified | 2.98% | ₹6.62 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 3.72% | ₹6.28 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 2.82% | ₹6.27 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 2.82% | ₹6.27 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 3.68% | ₹6.22 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.52% | ₹5.93 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.51% | ₹5.91 Cr |
| One 97 Communications Ltd | Industrials | 3.49% | ₹5.88 Cr |
| Hdfc Asset Management Company Ltd | Financial | 3.44% | ₹5.81 Cr |
| Ge T&d India Ltd | Industrials | 3.34% | ₹5.63 Cr |
| Shaily Engineering Plastics Ltd | Materials | 3.30% | ₹5.57 Cr |
| Ge T&d India Ltd | Industrials | 4.44% | ₹5.48 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.45% | ₹5.43 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.45% | ₹5.43 Cr |
| Radico Khaitan Ltd | Consumer Staples | 3.12% | ₹5.27 Cr |
| Zomato Ltd | Technology | 4.26% | ₹5.26 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 4.25% | ₹5.26 Cr |
| Prestige Estates Projects Ltd | Real Estate | 4.23% | ₹5.23 Cr |
| Bharat Dynamics Ltd | Industrials | 2.33% | ₹5.18 Cr |
| Bharat Dynamics Ltd | Industrials | 2.33% | ₹5.18 Cr |
| Angel One Ltd | Financial | 2.31% | ₹5.12 Cr |
| Angel One Ltd | Financial | 2.31% | ₹5.12 Cr |
| Bharat Dynamics Ltd | Industrials | 3.00% | ₹5.06 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 2.95% | ₹4.98 Cr |
| Jain Resource Recycling Ltd. | 2.92% | ₹4.93 Cr | |
| Siemens Energy India Ltd | Energy & Utilities | 3.99% | ₹4.92 Cr |
| Cummins India Ltd | Industrials | 2.91% | ₹4.91 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.95% | ₹4.87 Cr |
| Healthcare Global Enterprises Ltd | Healthcare | 2.87% | ₹4.85 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 3.89% | ₹4.80 Cr |
| Polycab India Ltd | Industrials | 2.81% | ₹4.74 Cr |
| Oswal Pumps Ltd. | Industrials | 3.77% | ₹4.66 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.74% | ₹4.63 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 3.68% | ₹4.55 Cr |
| Bse Ltd | Financial | 3.64% | ₹4.49 Cr |
| Muthoot Finance Ltd | Financial | 3.62% | ₹4.47 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 3.42% | ₹4.22 Cr |
| Suzlon Energy Ltd | Industrials | 3.39% | ₹4.19 Cr |
| Aegis Vopak Terminals Ltd. | Energy & Utilities | 3.38% | ₹4.18 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 3.36% | ₹4.15 Cr |
| Anthem Biosciences Ltd. | Healthcare | 3.33% | ₹4.11 Cr |
| Ellenbarrie Industrial Gases Ltd | Materials | 3.29% | ₹4.07 Cr |
| Hitachi Energy India Ltd | Industrials | 3.29% | ₹4.07 Cr |
| Shaily Engineering Plastics Ltd | Materials | 3.28% | ₹4.06 Cr |
| Oswal Pumps Ltd. | Industrials | 2.39% | ₹4.03 Cr |
| Religare Enterprises Ltd | Financial | 3.26% | ₹4.03 Cr |
| Solar Industries India Ltd | Materials | 1.79% | ₹3.96 Cr |
| Solar Industries India Ltd | Materials | 1.79% | ₹3.96 Cr |
| Solar Industries India Ltd | Materials | 2.26% | ₹3.81 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 3.07% | ₹3.79 Cr |
| Hitachi Energy India Ltd | Industrials | 2.16% | ₹3.64 Cr |
| Polycab India Ltd | Industrials | 2.88% | ₹3.55 Cr |
| Net Receivables | Unspecified | 2.78% | ₹3.43 Cr |
| Aditya Infotech Ltd. | Technology | 1.99% | ₹3.36 Cr |
| One 97 Communications Ltd | Industrials | 2.69% | ₹3.32 Cr |
| Radico Khaitan Ltd | Consumer Staples | 2.50% | ₹3.09 Cr |
| Bharat Electronics Ltd | Industrials | 2.30% | ₹2.85 Cr |
| Bharat Dynamics Ltd | Industrials | 2.29% | ₹2.83 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 2.23% | ₹2.75 Cr |
| Solar Industries India Ltd | Materials | 2.06% | ₹2.54 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.98% | ₹2.45 Cr |
| Aditya Infotech Ltd. | Technology | 1.50% | ₹1.86 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.72% | ₹1.60 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.72% | ₹1.60 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.03% | ₹0.06 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.03% | ₹0.06 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.04% | ₹0.06 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹28.77 | 21.28% | 21.82% | - |
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹26.78 | 19.88% | 20.10% | - |
| Taurus Ethical Fund Direct-growth |
₹147.04 | 15.78% | 17.48% | - |
| Taurus Ethical Fund Regular-growth |
₹129.94 | 14.30% | 16.14% | - |
growth is based on 5Y returns of the funds
Motilal Oswal Active Momentum Fund Regular - Idcw
What is the current AUM of Motilal Oswal Active Momentum Fund Regular - Idcw?
As of Thu Jul 31, 2025, Motilal Oswal Active Momentum Fund Regular - Idcw manages assets worth ₹123.5 crore
How has Motilal Oswal Active Momentum Fund Regular - Idcw performed recently?
- 3 Months: 3.72%
- 6 Months: 26.46%
What is the long-term performance of Motilal Oswal Active Momentum Fund Regular - Idcw?
- Since Inception: 16.47%
What is the portfolio composition of Motilal Oswal Active Momentum Fund Regular - Idcw?
Equity: 93.41%, Others: 6.58%.
Who manages Motilal Oswal Active Momentum Fund Regular - Idcw?
Motilal Oswal Active Momentum Fund Regular - Idcw is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Active Momentum Fund Regular - Idcw?
Large Cap: 28.25%, Mid Cap: 40.76%, Small Cap: 30.99%.
Which are the top companies Motilal Oswal Active Momentum Fund Regular - Idcw has invested in?
- Net Receivables – 14.94% of the fund's portfolio
- LG Electronics India Ltd. – 5.57% of the fund's portfolio
- LG Electronics India Ltd. – 5.57% of the fund's portfolio
- Muthoot Finance Ltd – 7.00% of the fund's portfolio
- Muthoot Finance Ltd – 5.26% of the fund's portfolio
Which are the major sectors Motilal Oswal Active Momentum Fund Regular - Idcw focuses on?
- Industrials – 87.32% of the fund's portfolio
- Financial – 70.50% of the fund's portfolio
- Consumer Discretionary – 61.68% of the fund's portfolio
- Healthcare – 31.53% of the fund's portfolio
- Unspecified – 30.88% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
