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Motilal Oswal Active Momentum Fund Growth

Motilal Oswal Active Momentum Fund Growth

1M
6M
1Y
All
NAV: 19 Jun '26
?13.99
Min. for SIP
?500
Fund size (AUM)
?469.06 Cr
Expense ratio
2.42%
Rating
--

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months?15,000?15,916
+6.11%
6 months?30,000?31,717
+5.72%
1 year?60,000?65,459
+9.10%

Holdings (29)

NameSectorInstrumentsAssets
Sterlite Technologies LtdTechnologyEquity8.30%
Aditya Infotech Ltd.TechnologyEquity6.16%
Onesource Specialty Pharma LtdHealthcareEquity5.66%
Shaily Engineering Plastics LtdMaterialsEquity4.50%
Net ReceivablesUnspecifiedNet Receivables4.32%
Suzlon Energy LtdIndustrialsEquity4.09%
GE T&D India LtdIndustrialsEquity3.87%
Data Patterns (India) LtdIndustrialsEquity3.80%
Kei Industries LtdIndustrialsEquity3.63%
Anand Rathi Wealth LtdFinancialEquity3.55%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity3.44%
Jain Resource Recycling Ltd.MaterialsEquity3.43%
Multi Commodity Exchange Of India LtdFinancialEquity3.41%
Ami Organics LtdHealthcareEquity3.36%
Nippon Life India Asset Management LtdFinancialEquity3.28%
Solar Industries India LtdMaterialsEquity3.24%
Garware Hi-Tech Films LtdMaterialsEquity3.21%
Muthoot Finance LtdFinancialEquity3.14%
MTAR Technologies LtdIndustrialsEquity3.10%
ICICI Prudential Asset Management Company Ltd.FinancialEquity3.03%
Bharat Heavy Electricals LtdIndustrialsEquity2.88%
ABB India LtdIndustrialsEquity2.69%
BSE LtdFinancialEquity2.64%
S.J.S Enterprises LtdConsumer DiscretionaryEquity2.62%
Fractal Analytics Ltd.TechnologyEquity2.37%
TD Power Systems LtdIndustrialsEquity2.33%
Premier Energies Ltd.Energy & UtilitiesEquity2.19%
Hitachi Energy India LtdIndustrialsEquity1.75%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.01%
See All

Minimum investments

Min. for 1st investment
?500
Min. for 2nd investment
?500
Min. for SIP
?500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+19.1%+10.9%+24.6%+34.4%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)2183--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

VS
Varun Sharma
Feb 2025 - Present
View details

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.

RS
Rakesh Shetty
Feb 2025 - Present
View details

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.
Also manages these schemes

BS
Bhalchandra Shinde
Aug 2025 - Present
View details

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

VA
Vishal Ashar
Mar 2025 - Present
View details

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

About Motilal Oswal Active Momentum Fund Growth

Motilal Oswal Active Momentum Fund Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Varun Sharma is the Current Fund Manager of Motilal Oswal Active Momentum Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ?1,46,103 Cr and the Latest NAV as of 19 Jun 2026 is ?13.99. The Motilal Oswal Active Momentum Fund Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?500. Exit load of 1%, if redeemed within 90 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM?1,46,102.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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