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Motilal Oswal Active Momentum Fund Direct Growth

Growth
10.800.10% (+0.01)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Motilal Oswal Active Momentum Fund Performance & Key Metrics

Motilal Oswal Active Momentum Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
2.5862.941.49
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4544.320.02

Motilal Oswal Active Momentum Fund Scheme InfoMotilal Oswal Active Momentum Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

About Thematic Fund

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Motilal Oswal Active Momentum Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Motilal Oswal Active Momentum Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Active Momentum Fund
ICICI Pru India Opp Fund12.42%28.79%23.34%
HDFC Manufacturing Fund-1.02%4.13%
Franklin India Opportunities Fund5.59%36.34%18.30%

Motilal Oswal Active Momentum Fund Returns Comparison

Compare Motilal Oswal Active Momentum Fund with any MF, ETF, stock or index
Compare Motilal Oswal Active Momentum Fund with any MF, ETF, stock or index
Motilal Oswal Active Momentum Fund
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Motilal Oswal Active Momentum Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Motilal Oswal Active Momentum Fund Asset Allocation

Motilal Oswal Active Momentum Fund Asset Allocation

Actual

Target

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsEquity8.59%91.41%

Mar 2025

May 2025

Tickertape Separator

Motilal Oswal Active Momentum Fund Sector Distribution

Motilal Oswal Active Momentum Fund Sector Distribution

+17 morePharmaceuticalsIndustrial MachinerySpecialized FinanceOthersElectrical Components & Equipments57.67 %6.31 %7.91 %8.32 %8.59 %11.21 %

Mar 2025

May 2025

Tickertape Separator

Motilal Oswal Active Momentum Fund Sector Weightage

Motilal Oswal Active Momentum Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 25N/AN/AN/AN/A0.00%11.21%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Motilal Oswal Active Momentum Fund Current Holdings

Motilal Oswal Active Momentum Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Motilal Oswal Active Momentum Fund

AMC Profile of Motilal Oswal Active Momentum Fund

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    38

  • Total AUM

    ₹ 96,423.64 Cr.

Motilal Oswal Active Momentum Fund Manager Details

Motilal Oswal Active Momentum Fund Manager Details

Motilal Oswal Active Momentum Fund Manager Profile

Motilal Oswal Active Momentum Fund Manager Profile

Ajay Khandelwal

AUM:  ₹26,906.75 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Varun Sharma

AUM:  ₹5,492.91 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Vishal Ashar

AUM:  ₹333.26 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Rakesh Shetty

AUM:  ₹96,423.64 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Motilal Oswal Active Momentum Fund Manager Performance (0)

Motilal Oswal Active Momentum Fund Manager Performance (0)

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Motilal Oswal Active Momentum Fund Tax Implications

Motilal Oswal Active Momentum Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

+

-

You make

Motilal Oswal Active Momentum Fund Review & Opinions

Motilal Oswal Active Momentum Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Motilal Oswal Active Momentum Fund FAQs

Motilal Oswal Active Momentum Fund FAQs

  1. What is the NAV of Motilal Oswal Active Momentum Fund?

    The Current NAV of Motilal Oswal Active Momentum Fund is ₹10.80, as of 13th June 2025

  2. What are the top 5 sectors holdings of Motilal Oswal Active Momentum Fund?

    The top sectors Motilal Oswal Active Momentum Fund has invested in are as for 17th 03 2025 are as follows -
    • Electrical Components & Equipments | 11.21%
    • Others | 8.59%
    • Specialized Finance | 8.32%
    • Industrial Machinery | 7.91%
    • Pharmaceuticals | 6.31%

  3. What are the top 5 holdings Motilal Oswal Active Momentum Fund?

    The top 5 holdings for Motilal Oswal Active Momentum Fund are
    • Net Receivables / (Payables) | 8.59%
    • Aegis Vopak Terminals Ltd | 5.48%
    • Bharat Dynamics Ltd | 4.68%
    • Onesource Specialty Pharma Ltd | 3.46%
    • Shaily Engineering Plastics Ltd | 3.32%

  4. What is the asset allocation of Motilal Oswal Active Momentum Fund?

    The Motilal Oswal Active Momentum Fund is a plan that invests
    • Equity | 91.41%
    • Cash & Equivalents | 8.59%

  5. How to invest in Motilal Oswal Active Momentum Fund?

    If you wish to invest in Motilal Oswal Active Momentum Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Motilal Oswal Active Momentum Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Motilal Oswal Active Momentum Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  6. What is the AUM of Motilal Oswal Active Momentum Fund?

    The AUM of Motilal Oswal Active Momentum Fund is 73.03 Cr as of 13th June 2025

  7. What is the expense ratio of Motilal Oswal Active Momentum Fund Plan?

    The expense ratio of Motilal Oswal Active Momentum Fund Plan is 2.58

  8. How to exit Motilal Oswal Active Momentum Fund?

    If you have invested in Motilal Oswal Active Momentum Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  9. What is the alpha of Motilal Oswal Active Momentum Fund?

    The alpha ratio for the Motilal Oswal Active Momentum Fund is 3.44

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  10. What is the Volatility or Standard Deviation of Motilal Oswal Active Momentum Fund?

    The volatility or standard deviation for the Motilal Oswal Active Momentum Fund is 21.59

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  11. What is the sharpe ratio of Motilal Oswal Active Momentum Fund?

    The sharpe ratio for the Motilal Oswal Active Momentum Fund is 1.49

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  12. What is the Sortino ratio of Motilal Oswal Active Momentum Fund?

    The Sortino ratio for the Motilal Oswal Active Momentum Fund is 0.15

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  13. What is the Price to Earnings (PE) of Motilal Oswal Active Momentum Fund?

    The PE ratio (price-to-earnings) of the Motilal Oswal Active Momentum Fund is 62.94 while category PE ratio is 44.32

  14. 1. Test MF FAQ for Mutual Fund Motilal Oswal Active Momentum Fund Shares?

    The Current NAV of Motilal Oswal Active Momentum Fund is ₹10.80, as of 13th June 2025

  15. 5. Test MF FAQ Is there any lock-in period for Motilal Oswal Active Momentum Fund Plan?

    There is a lock in period of N/A for Motilal Oswal Active Momentum Fund