MO
Motilal Oswal Active Momentum Fund Direct Growth
Latest NAV
+25.28% 1Y
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Benchmark: Nifty 500 TRI
Expense ratio
3.35%
AUM
₹1,155 Cr
Min SIP
₹500
Min lump sum
₹500
1Y
+25.28%
3Y (ann.)
+0.00%
5Y (ann.)
+0.00%
Launched
Mar 2025
Where the NAV sits & how risky it is
₹14.37
52-week range
at 89%
₹14.37
Low 31 Mar 2026₹10.69
High 11 Sep 2026₹14.84
Risk level
Very High
Low
Very high
NAV history
21 Mar 2025
Since inception
01 Oct 2026
Returns by period
1W
-1.20%
1M
+1.01%
3M
+4.54%
6M
+31.52%
1Y
+25.28%
3Y
+0.00%
5Y
+0.00%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 95.70%
Cash & other 4.30%
Sector split
Country split
Top 5 hold 28.7%
Top 10 hold 47.0%
36 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Sterlite Technologies
INE089C01029 |
Technology Communication Equipment |
India |
8.30%
|
+450.78% |
| 2 | Aditya Infotech
INE819V01029 |
Industrials Building Products & Equipment |
India |
6.16%
|
+124.35% |
| 3 | Onesource Specialty Pharma
INE013P01021 |
Healthcare Biotechnology |
India |
5.66%
|
-8.79% |
| 4 | Shaily Engineering Plastics
INE151G01028 |
Basic Materials Specialty Chemicals |
India |
4.50%
|
+29.61% |
| 5 | Suzlon Energy
INE040H01021 |
Industrials Specialty Industrial Machinery |
India |
4.09%
|
+1.18% |
| 6 | GE Vernova T&D
INE200A01026 |
Industrials Specialty Industrial Machinery |
India |
3.87%
|
+51.16% |
| 7 | Data Patterns
INE0IX101010 |
Industrials Aerospace & Defense |
India |
3.80%
|
+60.09% |
| 8 | KEI Industries
INE878B01027 |
Industrials Electrical Equipment & Parts |
India |
3.63%
|
+16.27% |
| 9 | Anand Rathi Wealth
INE463V01026 |
Financial Services Asset Management |
India |
3.55%
|
+12.29% |
| 10 | Piramal Finance
INE202B01038 |
Financial Services Credit Services |
India |
3.44%
|
+18.70% |
About this scheme
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments by investing through a Momentum factor-based approach for stock selection. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund manager(s): Varun Sharma, Ajay Khandelwal, Vishal Ashar, Rakesh Shetty, Bhalchandra Shinde
Exit load: Exit load of 1%, if redeemed within 90 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
17 Mar 2025
Lump-sum min
₹500
SIP
Purchase
Switch
STP
SWP
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