Motilal Oswal Active Momentum Fund - Reg (IDCW)
Last Updated NAV Date: 11 Jun 2026
3 Year Returns
N/A
NAV (₹)
13.1896
1 Day NAV Change
-1.66%
Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 500 |
| AUM | ₹ 469.06 Cr |
| Expense Ratio | 2.47% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 17 Mar 2025 |
| Fund Age | 1 Yrs |
Exit Load
1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
Fund’s Investment Objective
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.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: 30 Apr 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Finance | 23.13% | ₹ 108.502 | |
| Aerospace & Defence | 14.07% | ₹ 65.989 | |
| Pharmaceuticals | 12.61% | ₹ 59.167 | |
| Capital Goods - Electrical Equipment | 8.83% | ₹ 41.425 | |
| Electronics | 5.94% | ₹ 27.854 | |
| Non Ferrous Metals | 5.07% | ₹ 23.781 | |
| Plastic products | 4.59% | ₹ 21.53 | |
| Financial Services | 4.12% | ₹ 19.348 | |
| Cables | 4.03% | ₹ 18.905 | |
| Auto Ancillaries | 3.79% | ₹ 17.766 |
Stock Holdings
Last Updated: 30 Apr 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| OneSource Speci. | 6.40% | ₹ 25.305 | Pharmaceuticals | |
| Aditya Infotech | 5.85% | ₹ 23.16 | Electronics | |
| Jain Resource | 5.00% | ₹ 19.773 | Non Ferrous Metals | |
| Suzlon Energy | 4.73% | ₹ 18.699 | Capital Goods - Electrical Equipment | |
| Data Pattern | 4.54% | ₹ 17.975 | Aerospace & Defence | |
| Shaily Engineer. | 4.53% | ₹ 17.901 | Plastic products | |
| Anand Rathi Wea. | 4.39% | ₹ 17.374 | Finance | |
| Piramal Finance. | 4.23% | ₹ 16.74 | Finance | |
| Multi Comm. Exc. | 4.07% | ₹ 16.087 | Financial Services | |
| GE Vernova T&D | 3.98% | ₹ 15.744 | Capital Goods - Electrical Equipment |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Motilal Oswal Mutual Fund
Funds Managed
87
Assets Managed
₹ 1,40,601.97 Cr
Contact Details
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Managing Director
Prateek Agrawal
Chief Executive Officer
Prateek Agrawal
Compliance Officer
Ms. Aparna Karmase
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