Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment
Equity, Thematic, Principal at very high risk
1 Year Return 24.57% at 08 Jun 2026 01:06 PM
Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment: Mutual Fund Overview
Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment is an Thematic mutual fund with over 1.23 years of performance history. The scheme manages an AUM of ₹395.56 Cr and has a NAV of ₹13.6577. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 24.57%.
Fund Details
NAV 13.6577
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.23
Fund Size(in Crores) 395.56
Fund Performance
1 Month 9.52%
3 Month 17.15%
6 Month 11.43%
1 Year 24.57%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.92%) Market Cap Large Cap 66.4 Mid Cap 17.13 Small Cap 13.39 Top Sectors Consumer Staples 88.51 Materials 2.72 Healthcare 2.01 Chemicals 1.88 Services 1.63 Communication 0.17 Top Holding Amrutanjan Health 2.01 Asian Paints 1.05 Avenue Supermarts 0.54 AWL Agri Business 0.51 Bharti Airtel 0.17 Bikaji Foods International 0.76 Britannia Industries 7.21 Colgate-Palmolive (India) 2.33 Dabur India 2.25 Emami 0.7 EPL 0.2 Estee Lauder Stock 0.48 Eternal 0.97 Galaxy Surfactants 0.67 Godrej Consumer 3.98 Hindustan Unilever 18.89 ITC 22.05 Jyothy Labs 0.69 Kansai Nerolac Paints 0.71 Marico 2.17 Mold-Tek Packaging 0.76 Nestle India 7.72 Orkla India 0.49 Pidilite Industries 1.21 Radico Khaitan 0.89 Sapphire Foods 0.12 Tata Consumer Products 4.99 United Breweries 3.15 United Spirits 4.01 Varun Beverages 5.23
Debt & Others (3.08%) Sector Allocation Net Payables -6.28 Repo 7.41 Cash Margin 1.95 Debt Credit Ratings Debt Category Others 3.08
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-Growth Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-IDCW Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular-Growth Ret 1M -2.43% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.47%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rakesh Shetty
Education Mr. Shetty has done B.Com
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Vishal Ashar
Education Mr. Ashar has done MBA in Finance
Experience Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan
Varun Sharma
Education Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Bhalchandra Shinde
Education Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Ajay Khandelwal
Education Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 18
Date of Incorporation 2025-03-17
Total AUM 143824.9
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment FAQs
How to invest in Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
Investing in Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
The term expense ratio for Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment is 2.47% as of 08 Jun 2026.
What is the NAV of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
The NAV of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment is ₹13.6577 as of 08 Jun 2026.
What is the AUM of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
The AUM (Assets Under Management) of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment is ₹395.56 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
The PE ratio of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
Yes, you can invest in Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment in the last 5 years?
The return of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment in the last 5 years is 0.0%.
What is the minimum SIP investment required in Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
The minimum SIP investment in Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹500.0.
What is the current NAV of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
The NAV of Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment, as of 08 Jun 2026, is ₹13.6577.
Who manages the Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment?
The fund managers responsible for Motilal Oswal Active Momentum Fund Regular-IDCW Reinvestment are:
- Rakesh Shetty
- Vishal Ashar
- Varun Sharma
- Bhalchandra Shinde
- Ajay Khandelwal