Motilal Oswal Active Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Motilal Oswal Active Momentum Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

756 Cr

Lock In Period

N/A

Expense Ratio

2.39

Exit Load

1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment.

Benchmark

NIfty 500 Total Return

Motilal Oswal Active Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.22-0.597.93
6M10.882.0265.84
1Y21.094.21129.66
3Y0.0011.16242.05

Portfolio Analysis

  • Equity: 95.50%
  • Debt: 4.51%
  • Others
As on: 2026-06-30
View allocation % by

1. Shriram Finance Limited3.45%
2. Piramal Finance Limited3.31%
3. Muthoot Finance Ltd1.75%

1. Suzlon Energy Ltd3.02%
2. Bharat Heavy Electricals Ltd2.42%
3. TD Power Systems Ltd2.18%

1. Ola Electric Mobility Ltd6.46%
2. 6% TVS Motor Co Non Conv Rede Pref Shares 01SEP260.01%

1. Interglobe Aviation Ltd6.13%

1. Sterlite Technologies Ltd5.89%

1. Garware Hi-Tech Films Limited4.98%

1. Aditya Infotech Limited4.80%

1. ABB India Ltd2.64%
2. Premier Energies Limited1.97%

1. Acutaas Chemicals Limited3.68%
2. Onesource Specialty Pharma Limited0.92%

1. Navin Fluorine International Ltd4.58%

1. Anand Rathi Wealth Limited3.88%

1. GE Vernova T&D India Limited3.61%

1. Nephrocare Health Services Ltd3.46%

1. KEI Industries Limited3.38%

1. Solar Industries (I) Ltd3.35%

1. S.J.S. Enterprises Limited3.09%

1. Shaily Engineering Plastics Limited3.06%

1. Data Patterns (India) Limited3.00%

1. Nippon Life India Asset Management Limited2.79%

1. RBL Bank Limited2.67%

1. BSE Limited2.15%

1. Fractal Analytics Ltd1.88%

About Fund Motilal Oswal Active Momentum Fund Growth

Motilal Oswal Active Momentum Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹756 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.39. Under the expert guidance of Ajay Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering.Prior to joining with BOI AXA Mutual Fund, he has worked with B&K Securities & Infosys.

Peer Comparison

Fund Name1Y3Y
This FundICICI Prudential Conglomerate Fund Growth00
This FundBandhan Innovation Fund Growth13.19750
This FundMotilal Oswal Active Momentum Fund Growth21.09420
This FundHDFC Defence Fund Growth18.3039173.2074
This FundNippon India Taiwan Equity Fund Growth126.5477228.1783

Motilal Oswal Active Momentum Fund Growth FAQs

Motilal Oswal Active Momentum Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Active Momentum Fund Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Active Momentum Fund Growth’s fund performance is as follows:
  • 1 Month : -1.22%
  • 6 Months : 10.88%
  • 1 Year : 21.09%
  • 3 Years : 0.00%
Returns of Motilal Oswal Active Momentum Fund Growth are updated daily based on NAV of ₹ 13.506 as on Jul 17,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal Active Momentum Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Active Momentum Fund Growth is ₹756 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Active Momentum Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.