Motilal Oswal Active Momentum Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹46 Cr
Expense Ratio
2.56%
ISIN
INF247L01EP5
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
17 Mar 2025
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹9.88, Assets Under Management (AUM) of 46.20 Crores, and an expense ratio of 2.56%.
- Motilal Oswal Active Momentum Fund Direct Growth has given a CAGR return of -1.20% since inception.
- The fund's asset allocation comprises around 97.11% in equities, 0.00% in debts, and 2.89% in cash & cash equivalents.
- You can start investing in Motilal Oswal Active Momentum Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-1.20%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹44.86 Cr | 97.11% |
| Others | ₹1.34 Cr | 2.89% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Radico Khaitan Ltd | Equity | ₹1.59 Cr | 3.44% |
| OneSource Specialty Pharma Ltd | Equity | ₹1.58 Cr | 3.42% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹1.55 Cr | 3.34% |
| Affle India Ltd | Equity | ₹1.54 Cr | 3.33% |
| InterGlobe Aviation Ltd | Equity | ₹1.53 Cr | 3.32% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹1.53 Cr | 3.31% |
| Muthoot Finance Ltd | Equity | ₹1.52 Cr | 3.30% |
| Suven Pharmaceuticals Ltd | Equity | ₹1.52 Cr | 3.29% |
| Persistent Systems Ltd | Equity | ₹1.51 Cr | 3.27% |
| Welspun Corp Ltd | Equity | ₹1.51 Cr | 3.26% |
| DOMS Industries Ltd | Equity | ₹1.51 Cr | 3.26% |
| JSW Steel Ltd | Equity | ₹1.5 Cr | 3.26% |
| Kotak Mahindra Bank Ltd | Equity | ₹1.5 Cr | 3.25% |
| Coromandel International Ltd | Equity | ₹1.5 Cr | 3.25% |
| Bharti Airtel Ltd | Equity | ₹1.5 Cr | 3.25% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹1.5 Cr | 3.24% |
| Bajaj Holdings and Investment Ltd | Equity | ₹1.5 Cr | 3.24% |
| Bharat Electronics Ltd | Equity | ₹1.49 Cr | 3.23% |
| ICICI Bank Ltd | Equity | ₹1.49 Cr | 3.22% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹1.49 Cr | 3.22% |
| Shaily Engineering Plastics Ltd | Equity | ₹1.49 Cr | 3.22% |
| Multi Commodity Exchange of India Ltd | Equity | ₹1.48 Cr | 3.21% |
| SRF Ltd | Equity | ₹1.48 Cr | 3.19% |
| Divi's Laboratories Ltd | Equity | ₹1.46 Cr | 3.17% |
| PG Electroplast Ltd | Equity | ₹1.46 Cr | 3.16% |
| Blue Star Ltd | Equity | ₹1.44 Cr | 3.12% |
| Bharat Dynamics Ltd Ordinary Shares | Equity | ₹1.43 Cr | 3.10% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹1.43 Cr | 3.09% |
| Indian Hotels Co Ltd | Equity | ₹1.41 Cr | 3.06% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹1.41 Cr | 3.05% |
| Net Receivables / (Payables) | Cash | ₹1.34 Cr | 2.89% |
Allocation By Market Cap (Equity)
Large Cap Stocks
25.95%
Mid Cap Stocks
28.57%
Small Cap Stocks
39.16%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹10.37 Cr | 22.45% |
| Financial Services | ₹9 Cr | 19.48% |
| Healthcare | ₹8.93 Cr | 19.34% |
| Basic Materials | ₹6 Cr | 12.99% |
| Communication Services | ₹3.04 Cr | 6.58% |
| Technology | ₹2.97 Cr | 6.43% |
| Consumer Cyclical | ₹2.96 Cr | 6.41% |
| Consumer Defensive | ₹1.59 Cr | 3.44% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st March 2025
ISIN INF247L01EP5 | Expense Ratio 2.56% | Exit Load 1.00% | Fund Size ₹46 Cr | Age 1 month | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
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What is the current NAV of Motilal Oswal Active Momentum Fund Direct Growth?
What is the portfolio composition of Motilal Oswal Active Momentum Fund Direct Growth?
Who manages the Motilal Oswal Active Momentum Fund Direct Growth?
- Varun Sharma
- Ajay Khandelwal
- Rakesh Shetty
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
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Motilal Oswal Active Momentum Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹46 Cr
Expense Ratio
2.56%
ISIN
INF247L01EP5
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
17 Mar 2025
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹9.88, Assets Under Management (AUM) of 46.20 Crores, and an expense ratio of 2.56%.
- Motilal Oswal Active Momentum Fund Direct Growth has given a CAGR return of -1.20% since inception.
- The fund's asset allocation comprises around 97.11% in equities, 0.00% in debts, and 2.89% in cash & cash equivalents.
- You can start investing in Motilal Oswal Active Momentum Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-1.20%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹44.86 Cr | 97.11% |
| Others | ₹1.34 Cr | 2.89% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Radico Khaitan Ltd | Equity | ₹1.59 Cr | 3.44% |
| OneSource Specialty Pharma Ltd | Equity | ₹1.58 Cr | 3.42% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹1.55 Cr | 3.34% |
| Affle India Ltd | Equity | ₹1.54 Cr | 3.33% |
| InterGlobe Aviation Ltd | Equity | ₹1.53 Cr | 3.32% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹1.53 Cr | 3.31% |
| Muthoot Finance Ltd | Equity | ₹1.52 Cr | 3.30% |
| Suven Pharmaceuticals Ltd | Equity | ₹1.52 Cr | 3.29% |
| Persistent Systems Ltd | Equity | ₹1.51 Cr | 3.27% |
| Welspun Corp Ltd | Equity | ₹1.51 Cr | 3.26% |
| DOMS Industries Ltd | Equity | ₹1.51 Cr | 3.26% |
| JSW Steel Ltd | Equity | ₹1.5 Cr | 3.26% |
| Kotak Mahindra Bank Ltd | Equity | ₹1.5 Cr | 3.25% |
| Coromandel International Ltd | Equity | ₹1.5 Cr | 3.25% |
| Bharti Airtel Ltd | Equity | ₹1.5 Cr | 3.25% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹1.5 Cr | 3.24% |
| Bajaj Holdings and Investment Ltd | Equity | ₹1.5 Cr | 3.24% |
| Bharat Electronics Ltd | Equity | ₹1.49 Cr | 3.23% |
| ICICI Bank Ltd | Equity | ₹1.49 Cr | 3.22% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹1.49 Cr | 3.22% |
| Shaily Engineering Plastics Ltd | Equity | ₹1.49 Cr | 3.22% |
| Multi Commodity Exchange of India Ltd | Equity | ₹1.48 Cr | 3.21% |
| SRF Ltd | Equity | ₹1.48 Cr | 3.19% |
| Divi's Laboratories Ltd | Equity | ₹1.46 Cr | 3.17% |
| PG Electroplast Ltd | Equity | ₹1.46 Cr | 3.16% |
| Blue Star Ltd | Equity | ₹1.44 Cr | 3.12% |
| Bharat Dynamics Ltd Ordinary Shares | Equity | ₹1.43 Cr | 3.10% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹1.43 Cr | 3.09% |
| Indian Hotels Co Ltd | Equity | ₹1.41 Cr | 3.06% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹1.41 Cr | 3.05% |
| Net Receivables / (Payables) | Cash | ₹1.34 Cr | 2.89% |
Allocation By Market Cap (Equity)
Large Cap Stocks
25.95%
Mid Cap Stocks
28.57%
Small Cap Stocks
39.16%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹10.37 Cr | 22.45% |
| Financial Services | ₹9 Cr | 19.48% |
| Healthcare | ₹8.93 Cr | 19.34% |
| Basic Materials | ₹6 Cr | 12.99% |
| Communication Services | ₹3.04 Cr | 6.58% |
| Technology | ₹2.97 Cr | 6.43% |
| Consumer Cyclical | ₹2.96 Cr | 6.41% |
| Consumer Defensive | ₹1.59 Cr | 3.44% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st March 2025
ISIN INF247L01EP5 | Expense Ratio 2.56% | Exit Load 1.00% | Fund Size ₹46 Cr | Age 1 month | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Motilal Oswal Active Momentum Fund Direct Growth?
What is the portfolio composition of Motilal Oswal Active Momentum Fund Direct Growth?
Who manages the Motilal Oswal Active Momentum Fund Direct Growth?
- Varun Sharma
- Ajay Khandelwal
- Rakesh Shetty
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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