Motilal Oswal Active Momentum Fund Direct - IDCW Payout
Motilal Oswal Active Momentum Fund Direct - IDCW Payout: Mutual Fund Overview
Motilal Oswal Active Momentum Fund Direct - IDCW Payout is an Thematic mutual fund with over 0.99 years of performance history. The scheme manages an AUM of ₹369.75 Cr and has a NAV of ₹11.3459. 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 0.0%.
Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 12 Mar 2026 08:43 PM
Fund Details
NAV 11.3459
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.99
Fund Size(in Crores) 369.75
Fund Performance
1 Month -6.93%
3 Month -5.45%
6 Month -0.08%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (86.09%) Market Cap Small Cap 59.07 Mid Cap 14.21 Large Cap 12.81 Top Sectors Capital Goods 27.2 Services 19.22 Financial 11.07 Technology 9.29 Automobile 5.15 Energy 4.52 Healthcare 3.96 Consumer Staples 2.85 Chemicals 2.83 Top Holding Taj GVK Hotels & Resorts 2.17 Syrma SGS Technology 3.59 Tenneco Clean Air India 2.35 IDFC First Bank 1.69 Birlasoft 2.79 Allied Blenders And Distillers 2.85 CG Power 4.58 Le Travenues Technology 2.89 Dixon Technologies (India) 3.12 Interglobe Aviation 4.86 Pine Labs 2.44 PG Electroplast 4.23 Emmvee Photovoltaic Power 4.52 UNO Minda 2.8 Bharat Heavy Electricals 4.36 Coforge 2.23 Fractal Analytics 0.88 Clean Science And Technology 2.83 JM Financial 4.09 Amagi Media Labs 3.39 Restaurant King 3.37 Aditya Vision 2.8 Hitachi Energy India 3.37 Central Depository Services (India) 2.85 Avalon Technologies 3.95 Global Health 3.96 Chalet Hotels 3.12
Debt & Others (13.91%) Sector Allocation Reverse Repo/CBLO 12.72 Net Receivables 1.19 Debt Credit Ratings Debt Category Others 13.91
Comparison with same funds
Equity, Flexi Cap funds Axis Innovation Fund Regular-Growth Ret 1M -5.93% Ret 1Y 8.78% Ret 3Y 15.6% Ret 5Y 10.48%
Equity, Flexi Cap funds Axis Innovation Fund Regular-IDCW Payout Ret 1M -5.93% Ret 1Y 8.78% Ret 3Y 15.6% Ret 5Y 10.48%
Equity, Flexi Cap funds Axis Innovation Fund Regular-IDCW Reinvestment Ret 1M -5.93% Ret 1Y 8.78% Ret 3Y 15.6% Ret 5Y 10.48%
Equity, Flexi Cap funds Bandhan Innovation Fund Regular-Growth Ret 1M -7.54% Ret 1Y 13.59% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Innovation Fund Regular-IDCW Ret 1M -7.54% Ret 1Y 13.59% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Innovation Fund Regular-IDCW Reinvestment Ret 1M -7.54% Ret 1Y 13.59% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Innovation Fund Regular - Growth Ret 1M -6.93% Ret 1Y 12.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Innovation Fund Regular - IDCW Payout Ret 1M -6.93% Ret 1Y 12.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Innovation Fund Regular - IDCW Reinvestment Ret 1M -6.93% Ret 1Y 12.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HDFC Innovation Fund Regular-Growth Ret 1M -6.46% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HDFC Innovation Fund Regular-IDCW Ret 1M -6.46% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.57%
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.
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
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
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) 43
Date of Incorporation 2025-03-17
Total AUM 135166.52
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.
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