Motilal Oswal Active Momentum Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (12-Sep-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹141 Cr
Expense Ratio
2.66%
ISIN
INF247L01ES9
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
17 Mar 2025
About this fund
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹11.41, Assets Under Management (AUM) of 140.68 Crores, and an expense ratio of 2.66%.
- Motilal Oswal Active Momentum Fund Regular Growth has given a CAGR return of 14.11% since inception.
- The fund's asset allocation comprises around 96.91% in equities, 0.00% in debts, and 3.04% in cash & cash equivalents.
- You can start investing in Motilal Oswal Active Momentum Fund Regular 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
+14.11%
— (Cat Avg.)
Portfolio Summaryas of 31st August 2025
| Equity | ₹136.34 Cr | 96.91% |
| Others | ₹4.28 Cr | 3.04% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Waaree Energies Ltd | Equity | ₹6.85 Cr | 4.87% |
| One97 Communications Ltd | Equity | ₹6.32 Cr | 4.49% |
| Siemens Energy India Ltd | Equity | ₹6.17 Cr | 4.39% |
| Oswal Pumps Ltd | Equity | ₹6.01 Cr | 4.27% |
| Eternal Ltd | Equity | ₹5.87 Cr | 4.17% |
| Shaily Engineering Plastics Ltd | Equity | ₹5.71 Cr | 4.06% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹5.58 Cr | 3.97% |
| Muthoot Finance Ltd | Equity | ₹5.51 Cr | 3.92% |
| GE Vernova T&D India Ltd | Equity | ₹5.28 Cr | 3.76% |
| Radico Khaitan Ltd | Equity | ₹5.2 Cr | 3.70% |
| PB Fintech Ltd | Equity | ₹5.2 Cr | 3.70% |
| Blackbuck Ltd | Equity | ₹5.14 Cr | 3.65% |
| HealthCare Global Enterprises Ltd | Equity | ₹5.08 Cr | 3.61% |
| TVS Motor Co Ltd | Equity | ₹4.93 Cr | 3.51% |
| Bharat Dynamics Ltd Ordinary Shares | Equity | ₹4.86 Cr | 3.46% |
| Prestige Estates Projects Ltd | Equity | ₹4.82 Cr | 3.43% |
| Aster DM Healthcare Ltd Ordinary Shares | Equity | ₹4.77 Cr | 3.39% |
| Multi Commodity Exchange of India Ltd | Equity | ₹4.68 Cr | 3.33% |
| Aditya Infotech Ltd | Equity | ₹4.61 Cr | 3.28% |
| Bharat Electronics Ltd | Equity | ₹4.59 Cr | 3.26% |
| Net Receivables / (Payables) | Cash | ₹4.28 Cr | 3.04% |
| InterGlobe Aviation Ltd | Equity | ₹4.25 Cr | 3.02% |
| Suzlon Energy Ltd | Equity | ₹4.14 Cr | 2.95% |
| OneSource Specialty Pharma Ltd | Equity | ₹3.98 Cr | 2.83% |
| Solar Industries India Ltd | Equity | ₹3.94 Cr | 2.80% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹3.87 Cr | 2.75% |
| Ola Electric Mobility Ltd | Equity | ₹3.78 Cr | 2.69% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹2.58 Cr | 1.84% |
| Ellenbarrie Industrial Gases Ltd | Equity | ₹1.35 Cr | 0.96% |
| Aegis Vopak Terminals Ltd | Equity | ₹1.26 Cr | 0.90% |
| 6% Tvs Motor Co Non Conv Rede Pref Shares 210826 | Preferred Stock | ₹0.06 Cr | 0.04% |
Allocation By Market Cap (Equity)
Large Cap Stocks
22.98%
Mid Cap Stocks
40.33%
Small Cap Stocks
29.37%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹40.2 Cr | 28.57% |
| Consumer Cyclical | ₹20.16 Cr | 14.33% |
| Technology | ₹18.3 Cr | 13.01% |
| Financial Services | ₹15.39 Cr | 10.94% |
| Healthcare | ₹13.83 Cr | 9.83% |
| Basic Materials | ₹11 Cr | 7.82% |
| Utilities | ₹6.17 Cr | 4.39% |
| Consumer Defensive | ₹5.2 Cr | 3.70% |
| Real Estate | ₹4.82 Cr | 3.43% |
| Energy | ₹1.26 Cr | 0.90% |
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 August 2025
ISIN INF247L01ES9 | Expense Ratio 2.66% | Exit Load 1.00% | Fund Size ₹141 Cr | Age 5 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
About the AMC
Motilal Oswal Mutual Fund
Total AUM
₹1,08,559 Cr
Address
Motilal Oswal Tower, Mumbai, 400 025
Other Funds by Motilal Oswal Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
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What is the current NAV of Motilal Oswal Active Momentum Fund Regular Growth?
What is the portfolio composition of Motilal Oswal Active Momentum Fund Regular Growth?
Who manages the Motilal Oswal Active Momentum Fund Regular Growth?
- Varun Sharma
- Ajay Khandelwal
- Rakesh Shetty
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Identify potential risks in your portfolio and learn to fix them
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Motilal Oswal Active Momentum Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (12-Sep-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹141 Cr
Expense Ratio
2.66%
ISIN
INF247L01ES9
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 12-Sep-25, it has a Net Asset Value (NAV) of ₹11.41, Assets Under Management (AUM) of 140.68 Crores, and an expense ratio of 2.66%.
- Motilal Oswal Active Momentum Fund Regular Growth has given a CAGR return of 14.11% since inception.
- The fund's asset allocation comprises around 96.91% in equities, 0.00% in debts, and 3.04% in cash & cash equivalents.
- You can start investing in Motilal Oswal Active Momentum Fund Regular 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
+14.11%
— (Cat Avg.)
Portfolio Summaryas of 31st August 2025
| Equity | ₹136.34 Cr | 96.91% |
| Others | ₹4.28 Cr | 3.04% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Waaree Energies Ltd | Equity | ₹6.85 Cr | 4.87% |
| One97 Communications Ltd | Equity | ₹6.32 Cr | 4.49% |
| Siemens Energy India Ltd | Equity | ₹6.17 Cr | 4.39% |
| Oswal Pumps Ltd | Equity | ₹6.01 Cr | 4.27% |
| Eternal Ltd | Equity | ₹5.87 Cr | 4.17% |
| Shaily Engineering Plastics Ltd | Equity | ₹5.71 Cr | 4.06% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹5.58 Cr | 3.97% |
| Muthoot Finance Ltd | Equity | ₹5.51 Cr | 3.92% |
| GE Vernova T&D India Ltd | Equity | ₹5.28 Cr | 3.76% |
| Radico Khaitan Ltd | Equity | ₹5.2 Cr | 3.70% |
| PB Fintech Ltd | Equity | ₹5.2 Cr | 3.70% |
| Blackbuck Ltd | Equity | ₹5.14 Cr | 3.65% |
| HealthCare Global Enterprises Ltd | Equity | ₹5.08 Cr | 3.61% |
| TVS Motor Co Ltd | Equity | ₹4.93 Cr | 3.51% |
| Bharat Dynamics Ltd Ordinary Shares | Equity | ₹4.86 Cr | 3.46% |
| Prestige Estates Projects Ltd | Equity | ₹4.82 Cr | 3.43% |
| Aster DM Healthcare Ltd Ordinary Shares | Equity | ₹4.77 Cr | 3.39% |
| Multi Commodity Exchange of India Ltd | Equity | ₹4.68 Cr | 3.33% |
| Aditya Infotech Ltd | Equity | ₹4.61 Cr | 3.28% |
| Bharat Electronics Ltd | Equity | ₹4.59 Cr | 3.26% |
| Net Receivables / (Payables) | Cash | ₹4.28 Cr | 3.04% |
| InterGlobe Aviation Ltd | Equity | ₹4.25 Cr | 3.02% |
| Suzlon Energy Ltd | Equity | ₹4.14 Cr | 2.95% |
| OneSource Specialty Pharma Ltd | Equity | ₹3.98 Cr | 2.83% |
| Solar Industries India Ltd | Equity | ₹3.94 Cr | 2.80% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹3.87 Cr | 2.75% |
| Ola Electric Mobility Ltd | Equity | ₹3.78 Cr | 2.69% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹2.58 Cr | 1.84% |
| Ellenbarrie Industrial Gases Ltd | Equity | ₹1.35 Cr | 0.96% |
| Aegis Vopak Terminals Ltd | Equity | ₹1.26 Cr | 0.90% |
| 6% Tvs Motor Co Non Conv Rede Pref Shares 210826 | Preferred Stock | ₹0.06 Cr | 0.04% |
Allocation By Market Cap (Equity)
Large Cap Stocks
22.98%
Mid Cap Stocks
40.33%
Small Cap Stocks
29.37%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹40.2 Cr | 28.57% |
| Consumer Cyclical | ₹20.16 Cr | 14.33% |
| Technology | ₹18.3 Cr | 13.01% |
| Financial Services | ₹15.39 Cr | 10.94% |
| Healthcare | ₹13.83 Cr | 9.83% |
| Basic Materials | ₹11 Cr | 7.82% |
| Utilities | ₹6.17 Cr | 4.39% |
| Consumer Defensive | ₹5.2 Cr | 3.70% |
| Real Estate | ₹4.82 Cr | 3.43% |
| Energy | ₹1.26 Cr | 0.90% |
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 August 2025
ISIN INF247L01ES9 | Expense Ratio 2.66% | Exit Load 1.00% | Fund Size ₹141 Cr | Age 5 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
About the AMC
Motilal Oswal Mutual Fund
Total AUM
₹1,08,559 Cr
Address
Motilal Oswal Tower, Mumbai, 400 025
Other Funds by Motilal Oswal Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Motilal Oswal Active Momentum Fund Regular Growth?
What is the portfolio composition of Motilal Oswal Active Momentum Fund Regular Growth?
Who manages the Motilal Oswal Active Momentum Fund Regular 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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