Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Asset Management Company Limited · Direct Plan · Growth
Fund overview
1% on or before 90D, Nil after 90D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹1,232 | +232 |
| 3 Years | ₹1,000 | ₹1,870 | +870 |
| 5 Years | ₹1,000 | ₹2,837 | +1,837 |
Calculated using the fund's annualised return since inception (23.2% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
26 securitiesTop 10 holdings make up 48.3% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Triparty Repo | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 9.09% |
| Diamond Power Infrastructure Ltd | Electrical Equipment | Small Cap | 6.36% |
| Sky Gold Ltd | Consumer Durables | Small Cap | 5.40% |
| MTAR Technologies Ltd | Aerospace & Defense | Small Cap | 5.13% |
| Sterlite Technologies Ltd | Telecom - Equipment & Accessories | Small Cap | 4.85% |
| Kalyan Jewellers India Ltd | Consumer Durables | Mid Cap | 4.70% |
| One 97 Communications Ltd | Financial Technology (Fintech) | Mid Cap | 4.60% |
| Redington Ltd | Commercial Services & Supplies | Small Cap | 4.17% |
| Lalithaa Jewellery Mart Ltd | Consumer Durables | Small Cap | 4.02% |
| Garware Hi-Tech Films Ltd | Industrial Products | Small Cap | 3.92% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹1,364 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹1,242 Cr
Exit load, stamp duty & tax
17-Mar-25
1% on or before 90D, Nil after 90D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
To Achieve Long Term Capital Appreciation By Predominantly Investing In Equity And Equity Related Instruments By Investing Through A Momentum Factor-Based Approach For Stock Selection. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Realized.
Fund house
Motilal Oswal Asset Management Company Limited
Frequently asked questions
What is the NAV of Motilal Oswal Active Momentum Fund- Direct-Growth?
The NAV of Motilal Oswal Active Momentum Fund- Direct-Growth is ₹13.96 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Motilal Oswal Active Momentum Fund- Direct-Growth?
The expense ratio charged by Motilal Oswal Active Momentum Fund- Direct-Growth is 3.2%.
What is the Min. SIP of Motilal Oswal Active Momentum Fund- Direct-Growth?
The minimum SIP investment in Motilal Oswal Active Momentum Fund- Direct-Growth is ₹500 per month.
What is the Min. Lumpsum of Motilal Oswal Active Momentum Fund- Direct-Growth?
The minimum lumpsum investment in Motilal Oswal Active Momentum Fund- Direct-Growth is ₹500.
What is the Exit Load of Motilal Oswal Active Momentum Fund- Direct-Growth?
The exit load for Motilal Oswal Active Momentum Fund- Direct-Growth is: 1% on or before 90D, Nil after 90D
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