Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

360 Cr

Lock In Period

N/A

Expense Ratio

2.66

Benchmark

NIfty 500 Total Return

Exit Load

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

Summary

Latest details for Motilal Oswal Active Momentum Fund Growth include a 11.5736 NAV as of Mar 06,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Active Momentum Fund Growth AUM is ₹360 Cr, with a lock-in of N/A years, expense ratio of 2.66%, and benchmark NIfty 500 Total Return. Exit load is - 1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -2.14% returns, against a category average of -1.19% and a category best of 13.40%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.14-1.1913.40
6M3.821.2040.21
1Y0.005.0999.03
3Y0.0012.35208.37

Portfolio Analysis

  • Equity: 94.67%
  • Debt: 5.32%
  • Others
As on: 2026-01-31
View allocation % by

1. Muthoot Finance Limited4.73%
2. Shriram Finance Limited4.69%
3. Piramal Finance Limited3.52%
4. L&T Finance Limited3.15%

1. TVS Motor Company Limited3.86%
2. Eicher Motors Limited2.38%
3. Ola Electric Mobility Ltd1.87%

1. IDFC First Bank Limited4.09%
2. IndusInd Bank Limited3.75%

1. Aditya Birla Capital Limited4.31%
2. Anand Rathi Wealth Limited3.22%

1. State Bank of India6.05%

1. KEI Industries Limited3.61%
2. Polycab India Limited2.18%

1. Bharat Electronics Limited5.42%

1. Billionbrains Garage Ventures Ltd4.60%

1. Jain Resource Recycling Limited4.56%

1. National Aluminium Company Limited4.28%

1. One 97 Communications Limited4.23%

1. Escorts Kubota Limited4.18%

1. Multi Commodity Exchange of India Limited3.85%

1. Mahindra & Mahindra Limited3.20%

1. Amagi Media Labs Limited3.18%

1. Shaily Engineering Plastics Limited3.09%

1. Ather Energy Limited1.61%

1. PhysicsWallah Limited1.06%

About Fund

Motilal Oswal Active Momentum Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹360 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.66. 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.

Peer Comparison

Fund Name1Y3Y
This FundDSP Banking & Financial Services Fund Growth22.4620
This FundMotilal Oswal Digital India Fund Growth-7.08810
This FundMotilal Oswal Active Momentum Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth23.1023112.1327
This FundNippon India Taiwan Equity Fund Growth96.2826195.7968

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 2.66. 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 : -2.14%
  • 6 Months : 3.82%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal Active Momentum Fund Growth are updated daily based on NAV of ₹ 11.5736 as on Mar 06,2026. 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 ₹360 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.
Min Inv Amount: ₹500