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Fund Overview of Motilal Oswal Active Momentum Fund Regular-idcw
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₹756.3 CrAUM
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₹13.59NAV
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3.51%Expense Ratio
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 Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 15.51% | NA | NA |
| 6 Months | 11.48% | NA | NA |
| 1 Year | 21.89% | 21.89% | NA |
Asset Allocation
equities
95.50%other assets or cash equivalents
4.51%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 ₹756.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 3.51%. 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 95.50% in equities, 4.51% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of 21.89% in the last year, a total return since inception of 25.83%.
For those looking to make better investment decisions it helps to also compare best sip investment suited to long-term goals.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | -1.47% | 0.26% | -1.73% | 12.99% | 11.45% |
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth  |
₹1,527 | 2.18% | 4.32% | -0.20% | 11.84% | 11.32% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 1.55% | 2.11% | -0.39% | 11.31% | 11.02% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | -1.51% | 0.15% | -2.18% | 12.45% | 10.91% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 1.71% | 2.22% | -0.58% | 11.06% | 10.72% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 1.71% | 2.22% | -0.58% | 11.06% | 10.72% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 1.67% | 2.10% | -1.01% | 10.67% | 10.24% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 1.67% | 2.10% | -1.01% | 10.67% | 10.24% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | -0.06% | 0.25% | -3.41% | 8.71% | 9.17% |
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 200 Momentum 30 Index Fund Regular-growth
|
₹972 | -1.71% | -0.08% | -1.93% | -2.79% | 11.88% |
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Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-growth
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₹972 | -1.65% | 0.11% | -1.58% | -2.11% | 12.65% |
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Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth
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₹801 | -0.54% | 3.64% | 2.93% | -0.58% | - |
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Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-growth
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₹801 | -0.60% | 3.47% | 2.60% | -1.24% | - |
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Motilal Oswal Active Momentum Fund Regular-growth
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₹756 | 0.22% | 15.51% | 11.48% | 21.89% | - |
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Motilal Oswal Active Momentum Fund Direct-growth
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₹756 | 0.23% | 15.54% | 11.54% | 22.02% | - |
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Motilal Oswal Active Momentum Fund Direct-idcw
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₹756 | 0.23% | 15.54% | 11.54% | 22.02% | - |
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Motilal Oswal Nifty 500 Momentum 50 Etf-growth
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₹398 | -0.50% | 3.68% | 3.00% | -0.51% | - |
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Motilal Oswal Nifty 200 Momentum 30 Etf-growth
|
₹128 | -1.63% | 0.14% | -1.52% | -2.00% | 12.67% |
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 |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.70 | 12.45% | 10.91% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹21.25 | 12.99% | 11.45% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.06 | 11.31% | 11.02% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Ola Electric Mobility Ltd. | Consumer Discretionary | 6.46% | ₹48.84 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 6.46% | ₹48.84 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 6.46% | ₹48.84 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 6.46% | ₹48.84 Cr |
| Interglobe Aviation Ltd | Industrials | 6.13% | ₹46.35 Cr |
| Interglobe Aviation Ltd | Industrials | 6.13% | ₹46.35 Cr |
| Interglobe Aviation Ltd | Industrials | 6.13% | ₹46.35 Cr |
| Interglobe Aviation Ltd | Industrials | 6.13% | ₹46.35 Cr |
| Sterlite Technologies Ltd | Technology | 5.89% | ₹44.55 Cr |
| Sterlite Technologies Ltd | Technology | 5.89% | ₹44.55 Cr |
| Sterlite Technologies Ltd | Technology | 5.89% | ₹44.55 Cr |
| Sterlite Technologies Ltd | Technology | 5.89% | ₹44.55 Cr |
| Sterlite Technologies Ltd | Technology | 8.30% | ₹38.95 Cr |
| Garware Hi-tech Films Ltd | Materials | 4.98% | ₹37.63 Cr |
| Garware Hi-tech Films Ltd | Materials | 4.98% | ₹37.63 Cr |
| Garware Hi-tech Films Ltd | Materials | 4.98% | ₹37.63 Cr |
| Garware Hi-tech Films Ltd | Materials | 4.98% | ₹37.63 Cr |
| Aditya Infotech Ltd. | Technology | 4.80% | ₹36.32 Cr |
| Aditya Infotech Ltd. | Technology | 4.80% | ₹36.32 Cr |
| Aditya Infotech Ltd. | Technology | 4.80% | ₹36.32 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹21.25 | 12.99% | 11.45% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.64 | 11.84% | 11.32% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.06 | 11.31% | 11.02% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.70 | 12.45% | 10.91% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.43 | 11.06% | 10.72% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.43 | 11.06% | 10.72% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.00 | 10.67% | 10.24% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.00 | 10.67% | 10.24% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹217.47 | 8.71% | 9.17% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Active Momentum Fund Regular-idcw
What is the current AUM of Motilal Oswal Active Momentum Fund Regular-idcw?
As of Tue Jun 30, 2026, Motilal Oswal Active Momentum Fund Regular-idcw manages assets worth ₹756.3 crore
How has Motilal Oswal Active Momentum Fund Regular-idcw performed recently?
- 3 Months: 15.51%
- 6 Months: 11.48%
What is the long-term performance of Motilal Oswal Active Momentum Fund Regular-idcw?
- Since Inception: 25.83%
What is the portfolio composition of Motilal Oswal Active Momentum Fund Regular-idcw?
Equity: 95.50%, Others: 4.51%.
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: 23.96%, Mid Cap: 18.94%, Small Cap: 57.10%.
Which are the top companies Motilal Oswal Active Momentum Fund Regular-idcw has invested in?
- Ola Electric Mobility Ltd. – 6.46% of the fund's portfolio
- Ola Electric Mobility Ltd. – 6.46% of the fund's portfolio
- Ola Electric Mobility Ltd. – 6.46% of the fund's portfolio
- Ola Electric Mobility Ltd. – 6.46% of the fund's portfolio
- Interglobe Aviation Ltd – 6.13% of the fund's portfolio
Which are the major sectors Motilal Oswal Active Momentum Fund Regular-idcw focuses on?
- Technology – 46.27% of the fund's portfolio
- Consumer Discretionary – 25.83% of the fund's portfolio
- Industrials – 24.52% of the fund's portfolio
- Materials – 19.90% of the fund's portfolio
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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.
