Return

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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

370 Cr

Lock In Period

N/A

Expense Ratio

2.67

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 10.8683 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Active Momentum Fund Growth AUM is ₹370 Cr, with a lock-in of N/A years, expense ratio of 2.67%, 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 -7.50% returns, against a category average of -1.83% and a category best of 10.69%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.50-1.8310.69
6M-5.19-0.1154.32
1Y11.332.67161.66
3Y0.008.45231.57

Portfolio Analysis

  • Equity: 97.34%
  • Debt: 2.66%
  • Others
As on: 2026-02-28
View allocation % by

1. Shriram Finance Limited4.84%
2. Piramal Finance Limited3.94%
3. Muthoot Finance Limited3.50%

1. KEI Industries Limited4.45%
2. Polycab India Limited3.76%

1. TVS Motor Company Limited3.96%
2. Eicher Motors Limited3.42%

1. Aditya Birla Capital Limited3.44%
2. Anand Rathi Wealth Limited3.35%

1. State Bank of India6.12%

1. Billionbrains Garage Ventures Ltd3.32%
2. Fractal Analytics Ltd2.34%

1. Bharat Electronics Limited5.23%

1. Jain Resource Recycling Limited4.61%

1. Larsen & Toubro Limited4.44%

1. IndusInd Bank Limited3.90%

1. Mahindra & Mahindra Limited3.84%

1. Escorts Kubota Limited3.45%

1. Ather Energy Limited3.29%

1. Samvardhana Motherson International Limited3.21%

1. Waaree Energies Limited2.95%

1. GE Vernova T&D India Limited2.85%

1. Jindal Steel Limited2.64%

1. Torrent Pharmaceuticals Limited2.61%

1. Shaily Engineering Plastics Limited2.26%

1. Multi Commodity Exchange of India Limited2.16%

1. Coal India Limited1.86%

1. Amagi Media Labs Limited1.60%

About Fund

Motilal Oswal Active Momentum Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹370 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.67. 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 FundMahindra Manulife Business Cycle Fund Growth5.04470
This FundSundaram Business Cycle Fund Growth-8.31890
This FundMotilal Oswal Active Momentum Fund Growth11.33160
This FundICICI Prudential PSU Equity Fund Growth6.5641100
This FundNippon India Taiwan Equity Fund Growth158.044218.0202

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 2.67. 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 : -7.50%
  • 6 Months : -5.19%
  • 1 Year : 11.33%
  • 3 Years : 0.00%
Returns of Motilal Oswal Active Momentum Fund Growth are updated daily based on NAV of ₹ 10.8683 as on Apr 02,2026. 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 ₹370 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