Motilal Oswal Active Momentum Fund Regular - Growth
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Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 05 Feb 2026 11:37 AM
Fund Details
NAV 11.9819
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.89
Fund Size(in Crores) 354.32
Fund Performance
1 Month -3.35%
3 Month -0.38%
6 Month 9.42%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.25%) Market Cap Mid Cap 33.35 Large Cap 36.02 Small Cap 23.88 Top Sectors Financial 26.62 Automobile 15.83 Services 15.6 Metals & Mining 15.16 Capital Goods 9.36 Materials 3.71 Consumer Staples 3.04 Healthcare 2.33 Consumer Discretionary 1.6 Top Holding Healthcare Global Enterprises 2.33 TVS Motor Company 3.95 Shaily Eng Plastics 3.71 L&T Fin 3.54 Radico Khaitan 3.04 Eicher Motors 3.52 TVS Motor Company - Pref. Shares 0.02 State Bank of India 3.41 Shriram Finance 4.66 Hindustan Zinc 5.93 One97 Communications 3.99 Polycab India 2.41 National Aluminium Company 5.56 Billionbrains Garage Ventures 3.36 Piramal Finance 3.37 V2 Retail 2.63 Ather Energy 4.82 Mahindra & Mahindra 3.52 Bharat Electronics 3.84 MCX 5.38 Jain Resource Recycling 3.67 Muthoot Finance 4.78 WeWork India Management 1.32 Physicswallah 2.28 LG Electronics India 1.6 Kei Industries 3.12 Aditya Birla Capital 3.5
Debt & Others (6.75%) Sector Allocation Net Receivables 1.39 CBLO 5.36 Debt Credit Ratings Debt Category Others 6.75
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.66%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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
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) 65
Date of Incorporation 2025-03-17
Total AUM 2025-12-31
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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