Motilal Oswal Active Momentum Fund Direct - Growth
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 23 Dec 2025 09:45 AM
Fund Details
NAV 12.2509
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.77
Fund Size(in Crores) 317.91
Fund Performance
1 Month -1.52%
3 Month 5.98%
6 Month 12.59%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.44%) Market Cap Large Cap 45.38 Small Cap 8.55 Mid Cap 45.5 Top Sectors Technology 15.17 Financial 12.93 Metals & Mining 11.01 Automobile 10.94 Capital Goods 10.82 Services 8.62 Consumer Staples 8.52 Healthcare 6.58 Energy 6.37 Insurance 4.23 Textiles 2.12 Construction 2.12 Top Holding Vedanta 2.25 Mphasis 2.17 National Aluminium Company 2.19 Power Fin. Corp. 2.14 APL Apollo Tubes 2.16 Tata Consultancy 2.15 Housing & Urban Dev Corp 2.21 HDFC AMC 2.07 ITC 2.15 Bajaj Auto 2.17 Persistent Systems 2.13 IEX 2.12 NMDC 2.17 Bharat Petroleum Corporation 2.06 HCL Technologies 2.17 TVS Motor Company 2.19 BSE 2.18 Glenmark Pharmaceuticals 2.24 LTIMindtree 2.23 Zydus Lifesciences 2.17 Oracle Financial Services Software 2.14 Torrent Power 2.17 MCX 2.15 Britannia Industries 2.13 Mazagon Dock Shipbuilders 2.16 Tata Technologies 2.17 NBCC (India) 2.12 Nestle India 2.13 Hero Motocorp 2.17 Infosys 2.18 KFin Technologies 2.15 Muthoot Finance 2.17 Polycab India 2.14 Dixon Technologies (India) 2.16 Hindustan Petroleum Corporation 2.14 Cummins India 2.22 Ashok Leyland 2.32 Eicher Motors 2.1 Suzlon Energy 2.13 Page Industries 2.12 REC 2.19 ICICI Lombard Gen. Insurance 2.1 Marico 2.1 Hindustan Zinc 2.25 Lupin 2.18 Life Insurance 2.13
Debt & Others (0.57%) Sector Allocation Reverse Repo/CBLO 0.27 Net Receivables 0.3 Debt Credit Ratings Debt Category Others 0.57
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -0.09% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -0.09% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -4.54% Ret 1Y 16.69% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -4.54% Ret 1Y 16.69% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M 1.58% Ret 1Y 14.39% Ret 3Y 20.19% Ret 5Y 18.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M 1.58% Ret 1Y 14.39% Ret 3Y 20.19% Ret 5Y 18.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M 1.58% Ret 1Y 14.39% Ret 3Y 20.19% Ret 5Y 18.73%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -0.74% Ret 1Y -3.9% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -0.74% Ret 1Y -3.9% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -0.74% Ret 1Y -3.9% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M 0.43% Ret 1Y 4.94% Ret 3Y 13.56% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.55%
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.
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
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.
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.
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
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) 0
Date of Incorporation 2025-03-17
Total AUM 2025-11-30
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
