Motilal Oswal Active Momentum Fund Direct Growth
Get the latest NAV of Motilal Oswal Active Momentum Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.13
▲3.4%1D
NAV as on 13 May 2025
0.29%/per year
Since Inception
▲▼
1225 people have invested ₹ 3.7Cr in Motilal Oswal Active Momentum Fund Direct Growth in the last three months
Motilal Oswal Active Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (13-May-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Active Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Active Momentum Fund Asset Allocation
See fund asset allocation details as on (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Equity 70.7%
Debt & Cash 29.3%
Motilal Oswal Active Momentum Fund Sector Allocation
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Equity 70.7%
Debt & Cash 29.3%
Motilal Oswal Active Momentum Fund Holdings Details
as on (30-Apr-25)
Equity
Motilal Oswal Active Momentum Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 2.56% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹53 Cr |
| Inception Date | 17 March, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Motilal Oswal Active Momentum Fund
Motilal Oswal Active Momentum Fund Direct Growth is an equity fund. This fund was started on 17 March, 2025. The fund is managed by Ajay Khandelwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Active Momentum Fund Direct Growth has ₹53 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 2.6.
Returns
Motilal Oswal Active Momentum Fund Direct Growth has given a CAGR return of 0.29% since inception.
Holdings
Motilal Oswal Active Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Health, Communication, Basic Materials, Consumer Defensive, Tech. Its top holdings are Mazagon Dock Shipbuilders Ltd, Multi Commodity Exchange of India Ltd, Bharat Dynamics Ltd Ordinary Shares, Coromandel International Ltd, Bharti Airtel Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Active Momentum Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Active Momentum Fund Direct Growth has no lock in period.
Fund Manager
Ajay Khandelwal
Fund Manager of Motilal Oswal Active Momentum Fund Direct Growth, since 17 March 2025
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▲ 33.24
Frequently Asked Questions for Motilal Oswal Active Momentum Fund Direct Growth
What is the current NAV of Motilal Oswal Active Momentum Fund Direct Growth?
What are the average returns of Motilal Oswal Active Momentum Fund Direct Growth?
Motilal Oswal Active Momentum Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.12% | 6.12% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
How do I invest in Motilal Oswal Active Momentum Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Motilal Oswal Active Momentum Fund Direct Growth?
What is net assets under management (AUM) of Motilal Oswal Active Momentum Fund Direct Growth?
What are the top 5 holdings of Motilal Oswal Active Momentum Fund Direct Growth?
What are the top 3 sectors that this Motilal Oswal Active Momentum Fund Direct Growth has invested in?
What is the alpha of Motilal Oswal Active Momentum Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |
What is the beta of Motilal Oswal Active Momentum Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |
What is the sharpe ratio of Motilal Oswal Active Momentum Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |
What is the standard deviation of Motilal Oswal Active Momentum Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Active Momentum Fund Direct Growth | - | - | - |