Mutual Fund Details – Invest Smart, Grow Wealth

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Motilal Oswal Active Momentum Fund Regular - IDCW Reinvestment

Equity, Thematic, Principal at very high risk

1 Year Return 0.0%

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Fund Details

NAV 11.9779

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount 500.0

Fund Age(Year) 0.93

Fund Size 360.18

Fund Performance

1 Month -1.66%

3 Month -5.12%

6 Month 9.33%

1 Year 0.0%

3 Year 0.0%

5 Year 0.0%

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%

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 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M 0.1% Ret 1Y 12.51% 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

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.

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

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

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 2026-01-31

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.

Know This Fund

As on 18 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (94.69%) Market Cap Mid Cap 43.58 Large Cap 32.49 Small Cap 18.61 Top Sectors Financial 42.12 Automobile 17.1 Capital Goods 11.21 Services 9.14 Metals & Mining 8.84 Technology 3.18 Materials 3.09 Top Holding Mahindra & Mahindra 3.2 One97 Communications 4.23 Jain Resource Recycling 4.56 Ather Energy 1.61 Shriram Finance 4.69 State Bank of India 6.05 Shaily Eng Plastics 3.09 Physicswallah 1.06 Eicher Motors 2.38 Kei Industries 3.61 National Aluminium Company 4.28 Amagi Media Labs 3.18 Bharat Electronics 5.42 Indusind Bank 3.75 Polycab India 2.18 Escorts Kubota 4.18 MCX 3.85 Anand Rathi Wealth 3.22 TVS Motor Company 3.84 TVS Motor Company - Pref. Shares 0.02 Ola Electric Mobility 1.87 Piramal Finance 3.52 Aditya Birla Capital 4.31 Muthoot Finance 4.73 Billionbrains Garage Ventures 4.6 IDFC First Bank 4.09 L&T Fin 3.15

Debt & Others (5.32%) Sector Allocation Net Receivables 0.31 Reverse Repo/CBLO 5.01 Debt Credit Ratings Debt Category Others 5.32

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