Motilal Oswal Active Momentum Fund Direct Growth

Fund Overview

Fund Size

₹469 Cr

Expense Ratio

2.37%

ISIN

INF247L01EP5

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

17 Mar 2025

About this fund

Motilal Oswal Active Momentum Fund Direct Growth is a Equity - Other mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 1 years, 3 months and 18 days, having been launched on 17-Mar-25.
As of 03-Jul-26, it has a Net Asset Value (NAV) of ₹13.68, Assets Under Management (AUM) of 469.06 Crores, and an expense ratio of 2.37%.

Motilal Oswal Active Momentum Fund Direct Growth has given a CAGR return of 27.36% since inception.
The fund's asset allocation comprises around 95.70% in equities, 0.00% in debts, and 4.29% 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.

1 Year

+22.47%

— (Cat Avg.)

Since Inception

+27.36%

— (Cat Avg.)

Portfolio Summaryas of 31st May 2026

Equity	₹448.89 Cr	95.70%
Others	₹20.11 Cr	4.29%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Sterlite Technologies Ltd	Equity	₹38.95 Cr	8.30%
Aditya Infotech Ltd	Equity	₹28.91 Cr	6.16%
OneSource Specialty Pharma Ltd	Equity	₹26.56 Cr	5.66%
Shaily Engineering Plastics Ltd	Equity	₹21.13 Cr	4.50%
Net Receivables / (Payables)	Cash	₹20.11 Cr	4.29%
Suzlon Energy Ltd	Equity	₹19.17 Cr	4.09%
GE Vernova T&D India Ltd	Equity	₹18.15 Cr	3.87%
Data Patterns (India) Ltd	Equity	₹17.81 Cr	3.80%
KEI Industries Ltd	Equity	₹17.05 Cr	3.63%
Anand Rathi Wealth Ltd	Equity	₹16.65 Cr	3.55%
Piramal Finance Ltd	Equity	₹16.14 Cr	3.44%
Jain Resource Recycling Ltd	Equity	₹16.09 Cr	3.43%
Multi Commodity Exchange of India Ltd	Equity	₹16 Cr	3.41%
Acutaas Chemicals Ltd	Equity	₹15.76 Cr	3.36%
Nippon Life India Asset Management Ltd Ordinary Shares	Equity	₹15.4 Cr	3.28%
Solar Industries India Ltd	Equity	₹15.21 Cr	3.24%
Garware Hi-Tech Films Ltd	Equity	₹15.07 Cr	3.21%
Muthoot Finance Ltd	Equity	₹14.72 Cr	3.14%
MTAR Technologies Ltd	Equity	₹14.56 Cr	3.10%
ICICI Prudential Asset Management Co Ltd	Equity	₹14.2 Cr	3.03%
Bharat Heavy Electricals Ltd	Equity	₹13.53 Cr	2.88%
ABB India Ltd	Equity	₹12.6 Cr	2.69%
BSE Ltd	Equity	₹12.38 Cr	2.64%
SJS Enterprises Ltd	Equity	₹12.29 Cr	2.62%
Fractal Analytics Ltd	Equity	₹11.14 Cr	2.37%
TD Power Systems Ltd	Equity	₹10.95 Cr	2.33%
Premier Energies Ltd	Equity	₹10.26 Cr	2.19%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹8.21 Cr	1.75%
Tvs Motor Company Limited	Preferred Stock	₹0.06 Cr	0.01%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Industrials	₹160.93 Cr	34.31%
Financial Services	₹105.48 Cr	22.49%
Basic Materials	₹83.27 Cr	17.75%
Technology	₹60.34 Cr	12.86%
Healthcare	₹26.56 Cr	5.66%
Consumer Cyclical	₹12.29 Cr	2.62%

Risk & Performance Ratios

Fund Managers

Varun Sharma

Since March 2025

Ajay Khandelwal

Since March 2025

Vishal Ashar

Since March 2025

Rakesh Shetty

Since March 2025

Bhalchandra Shinde

Since August 2025

Additional Scheme Detailsas of 31st May 2026

ISIN

INF247L01EP5

Expense Ratio

2.37%

Exit Load

1.00%

Fund Size

₹469 Cr

Age

1 year 3 months

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
DSP Nifty Midcap 150 Quality 50 ETF Very High Risk	0.3%	-	₹98.69 Cr	-2.9%
NJ Momentum Fund Direct Growth Very High Risk	-	0.0%	-	-
NJ Momentum Fund Regular Growth Very High Risk	-	0.0%	-	-
360 ONE MSCI India ETF Very High Risk	0.4%	-	₹6.32 Cr	-
Titanium Equity Long-Short Fund Regular Growth Very High Risk	-	1.0%	₹207.85 Cr	-
Titanium Equity Long-Short Fund Direct Growth Very High Risk	-	1.0%	₹207.85 Cr	-
qsif Sector Rotation Long-Short Fund Regular Growth Very High Risk	2.5%	1.0%	-	-
qsif Sector Rotation Long-Short Fund Direct Growth Very High Risk	0.9%	1.0%	-	-
WSIF Equity Ex-Top 100 Long-Short Fund Regular Growth Very High Risk	-	0.0%	₹16.15 Cr	-
WSIF Equity Ex-Top 100 Long-Short Fund Direct Growth Very High Risk	-	0.0%	₹16.15 Cr	-
Motilal Oswal BSE Select IPO ETF Very High Risk	0.5%	-	₹5.23 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF Very High Risk	0.3%	-	₹9.21 Cr	-
Aditya Birla Sun Life MSCI India ETF Very High Risk	0.2%	-	₹10.00 Cr	-
ITI Business Cycle Fund Regular Growth Very High Risk	2.4%	0.0%	₹107.82 Cr	-
ITI Business Cycle Fund Direct Growth Very High Risk	0.6%	0.0%	₹107.82 Cr	-
Mirae Asset BSE India Defence ETF Very High Risk	0.3%	-	₹96.13 Cr	-
Kotak Services Fund Regular Growth Very High Risk	2.4%	0.0%	₹725.97 Cr	-
Kotak Services Fund Direct Growth Very High Risk	1.0%	0.0%	₹725.97 Cr	-
SBI Quality Fund Direct Growth Very High Risk	0.8%	1.0%	₹2361.00 Cr	-
Mirae Asset BSE India Defence ETF FOF Direct Growth Very High Risk	0.4%	0.0%	₹61.87 Cr	-
Mirae Asset BSE India Defence ETF FOF Regular Growth Very High Risk	0.8%	0.0%	₹61.87 Cr	-
SBI Quality Fund Regular Growth Very High Risk	2.0%	1.0%	₹2361.00 Cr	-
Motilal Oswal Nifty MNC ETF Very High Risk	0.5%	-	₹2.42 Cr	-
JioBlackRock Sector Rotation Fund Direct Growth Very High Risk	0.5%	0.0%	₹150.29 Cr	-
Groww Nifty PSE ETF FOF Regular Growth Very High Risk	0.5%	0.0%	₹11.98 Cr	-
Groww Nifty PSE ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹11.98 Cr	-
Groww Nifty PSE ETF Very High Risk	0.5%	-	₹17.69 Cr	-
Mahindra Manulife Innovation Opportunities Fund Direct Growth Very High Risk	0.5%	0.0%	₹194.04 Cr	-
Mahindra Manulife Innovation Opportunities Fund Regular Growth Very High Risk	2.1%	0.0%	₹194.04 Cr	-
Groww Nifty Chemicals ETF Very High Risk	0.5%	-	₹11.12 Cr	-
Motilal Oswal Nifty Services Sector ETF Very High Risk	0.5%	-	₹5.35 Cr	-
Groww Nifty Metal ETF Very High Risk	0.5%	-	₹41.26 Cr	-
DSP MSCI INDIA ETF Very High Risk	0.3%	-	₹3.26 Cr	-
Kotak Rural Opportunities Fund Regular Growth Very High Risk	2.4%	0.0%	₹795.34 Cr	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	0.8%	0.0%	₹795.34 Cr	-
ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 ETF Very High Risk	0.3%	-	₹7.05 Cr	-
Kotak Nifty Chemicals ETF Very High Risk	0.3%	-	₹94.62 Cr	-
ICICI Prudential Conglomerate Fund Regular Growth Moderately High risk	2.0%	1.0%	₹818.96 Cr	-
ICICI Prudential Conglomerate Fund Direct Growth Moderately High risk	1.0%	1.0%	₹818.96 Cr	-
DSP Nifty500 Flexicap Quality 30 ETF Very High Risk	0.3%	-	₹14.03 Cr	-
Kotak Nifty 200 Momentum 30 ETF Very High Risk	0.2%	-	₹35.83 Cr	-
The Wealth Company Ethical Fund Direct Growth Very High Risk	0.6%	0.0%	₹38.56 Cr	-
The Wealth Company Ethical Fund Regular Growth Very High Risk	2.0%	0.0%	₹38.56 Cr	-
Groww Nifty Realty ETF Very High Risk	0.5%	-	₹15.15 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Direct Growth Very High Risk	0.7%	1.0%	₹666.33 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Regular Growth Very High Risk	2.0%	1.0%	₹666.33 Cr	-
Motilal Oswal Nifty Alpha 50 ETF Very High Risk	0.5%	-	₹6.62 Cr	-
Kotak Active Momentum Fund Direct Growth Very High Risk	0.8%	0.0%	₹1480.27 Cr	-
Kotak Active Momentum Fund Regular Growth Very High Risk	2.1%	0.0%	₹1480.27 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.4%	1.0%	₹74.13 Cr	-

About the AMC

Motilal Oswal Mutual Fund

+91 22 39804263

https://www.motilaloswalmf.com/

Total AUM

₹1,58,231 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal BSE Clean Environment Index Fund Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal Contra Fund Direct Growth Very High Risk	0.8%	1.0%	₹267.43 Cr	-
Motilal Oswal Multi Factor Passive Fund of Funds Direct Growth Very High Risk	0.4%	1.0%	₹28.61 Cr	-
Motilal Oswal Financial Services Fund Direct Growth Very High Risk	0.9%	1.0%	₹176.12 Cr	-
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Direct Growth Very High Risk	0.4%	1.0%	₹36.83 Cr	-
Motilal Oswal Consumption Fund Direct Growth Very High Risk	0.5%	1.0%	₹1037.27 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.4%	1.0%	₹74.13 Cr	-
Motilal Oswal BSE 1000 Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹60.77 Cr	-0.2%
Motilal Oswal Services Fund Direct Growth Very High Risk	1.1%	1.0%	₹112.99 Cr	10.6%
Motilal Oswal Infrastructure Fund Direct Growth Very High Risk	1.0%	1.0%	₹137.84 Cr	11.8%
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	2.4%	1.0%	₹469.06 Cr	22.5%
Motilal Oswal Innovation Opportunities Fund Direct Growth Very High Risk	1.0%	1.0%	₹560.90 Cr	15.3%
f Motilal Oswal Arbitrage Fund Direct Growth Low Risk	0.1%	0.0%	₹2672.46 Cr	7.0%
Motilal Oswal Nifty Capital Market Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹538.07 Cr	16.9%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹101.19 Cr	16.4%
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹49.30 Cr	-11.3%
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹34.67 Cr	15.5%
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹23.38 Cr	-7.2%
Motilal Oswal Digital India Fund Direct Growth Very High Risk	0.9%	1.0%	₹793.15 Cr	-8.2%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹782.20 Cr	-3.3%
Motilal Oswal Business Cycle Fund Direct Growth Very High Risk	1.0%	1.0%	₹1494.31 Cr	-8.0%
Motilal Oswal Manufacturing Fund Direct Growth Very High Risk	1.0%	1.0%	₹694.60 Cr	1.5%
Motilal Oswal Nifty India Defence Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹4855.94 Cr	8.2%
Motilal Oswal Quant Fund Direct Growth Very High Risk	0.8%	1.0%	₹246.98 Cr	-3.2%
Motilal Oswal Multi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹4095.53 Cr	-2.9%
Motilal Oswal Large Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3117.25 Cr	-0.9%
Motilal Oswal Small Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹6515.37 Cr	15.7%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth Very High Risk	0.0%	1.0%	₹38.27 Cr	35.3%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹2352.10 Cr	4.1%
Motilal Oswal Ultra Short Term Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹379.62 Cr	6.2%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹87.43 Cr	-2.7%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹468.29 Cr	6.4%
Motilal Oswal Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹865.49 Cr	-3.5%
Motilal Oswal Large and Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹17420.43 Cr	6.2%
Motilal Oswal S&P 500 Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹4580.36 Cr	33.3%
Motilal Oswal Focused Fund Direct Growth Very High Risk	1.0%	1.0%	₹1557.17 Cr	14.2%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹8583.28 Cr	73.5%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹35.75 Cr	12.4%
Motilal Oswal Midcap Fund Direct Growth Very High Risk	0.8%	1.0%	₹36458.21 Cr	-8.3%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹961.00 Cr	-3.5%
Motilal Oswal Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹417.89 Cr	18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth Very High Risk	0.4%	0.0%	₹164.37 Cr	10.0%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth High Risk	0.5%	1.0%	₹72.39 Cr	10.4%
Motilal Oswal Multi Asset Fund Direct Growth High Risk	0.7%	1.0%	₹93.80 Cr	-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth Moderate Risk	0.4%	0.0%	₹58.23 Cr	4.7%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹1143.79 Cr	1.6%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹3588.56 Cr	4.6%
Motilal Oswal Nifty Bank Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹629.75 Cr	2.6%
Motilal Oswal Nifty 500 Fund Direct Growth Very High Risk	0.1%	1.0%	₹2967.45 Cr	-0.1%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Motilal Oswal Active Momentum Fund Direct Growth?

The NAV of Motilal Oswal Active Momentum Fund Direct Growth, as of 03-Jul-2026, is ₹13.68.

What is the portfolio composition of Motilal Oswal Active Momentum Fund Direct Growth?

The fund's allocation of assets is distributed as 95.70% in equities, 0.00% in bonds, and 4.29% in cash and cash equivalents.

Who manages the Motilal Oswal Active Momentum Fund Direct Growth?

The fund managers responsible for Motilal Oswal Active Momentum Fund Direct Growth are:-

Varun Sharma
Ajay Khandelwal
Vishal Ashar
Rakesh Shetty
Bhalchandra Shinde

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Motilal Oswal Active Momentum Fund Direct Growth

Fund Overview