Motilal Oswal Active Momentum Fund Direct-Growth
Equity: Thematic-Factor-based - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-Factor-basedBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹14.5+1.25%
07 Sept 2026
1 Week returns: 0.53 %
Category rank: 5/80
1 Month returns: 3.52 %
Category rank: 2/79
1 Year CAGR: 28.86 %
Category rank: 1/67
3 Years CAGR: -
Category rank: -
5 Years CAGR: -
Category rank: -
Key Talking Points
Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.
Positive
Not enough talking points with positive stance
Negative
Relatively high expense ratio
Expense ratio of the scheme (3.24%) is higher than average expense ratio of the category (1.63%), excluding index funds and ETFs
This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same
What is Expense ratio?
Neutral
Not enough performance data
Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis
Scheme Overview
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.
Plan Variants
Motilal Oswal Active Momentum Fund Direct-IDCW
Plan
IDCW
Payout
Irregular
Fund Managers
Key Scheme Details
Inception
20 Mar 2025
Expense Ratio
3.24%
AUM
₹942.4 Cr
Lock in
No lock in
Taxation
Equity
Min. Investment
₹500
Min. Addl Investment
-
Min. SIP Investment
₹500
Exit load
Exit load of 1%, if redeemed within 90 days.
AMC Overview
Motilal Oswal Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.
AMC Details
AMC
Motilal Oswal Mutual Fund
CEO
Prateek Agrawal(Chief Executive Officer)
CIO
Niket Shah(Chief Investment Officer)
IRO
Yatin Dolia
Trustee
Motilal Oswal Trustee Company Ltd.
Address
Motilal Oswal Towers - 10th Floor,, Rahimtullah Sayani Road,, Opposite Parel ST Depot, Prabhadevi,, Mumbai
Frequently Asked Questions
What is the current NAV of Motilal Oswal Active Momentum Fund Direct-Growth?
The current NAV of Motilal Oswal Active Momentum Fund Direct-Growth is ₹14.50 as of 6 Sep 2026. The NAV of a mutual fund reflects the per-unit market value of the fund's holdings and is updated at the end of every trading day.
What is the AUM of Motilal Oswal Active Momentum Fund Direct-Growth?
The AUM (Assets Under Management) of Motilal Oswal Active Momentum Fund Direct-Growth is ₹942.4 crore. AUM represents the total market value of assets the fund currently manages on behalf of its investors.
What is the expense ratio of Motilal Oswal Active Momentum Fund Direct-Growth?
The expense ratio of Motilal Oswal Active Momentum Fund Direct-Growth is 3.24% per annum. This is the annual fee charged by the fund house to manage your investment. A lower expense ratio means more of your returns stay with you — which is one reason direct plans have a lower expense ratio than regular plans.
Who is the fund manager of Motilal Oswal Active Momentum Fund Direct-Growth?
Motilal Oswal Active Momentum Fund Direct-Growth is managed by Varun Sharma, Ajay Khandelwal, Vishal Ashar, Rakesh Shetty, Bhalchandra Shinde. You can check the full list of fund managers in the "Fund Manager" section above.
What is the benchmark of Motilal Oswal Active Momentum Fund Direct-Growth?
The benchmark of Motilal Oswal Active Momentum Fund Direct-Growth is NIFTY 500 Total Return Index. This is the index against which the fund's performance is measured. Consistently beating the benchmark over long periods is a key indicator of a fund manager's skill.
When was Motilal Oswal Active Momentum Fund Direct-Growth launched?
Motilal Oswal Active Momentum Fund Direct-Growth was launched on 20 Mar 2025. The fund has been in existence for 1 years. A longer track record gives investors more data to evaluate how the fund has performed across different market cycles.
What is the minimum investment in Motilal Oswal Active Momentum Fund Direct-Growth?
The minimum investment in Motilal Oswal Active Momentum Fund Direct-Growth is ₹500 for a lump sum and ₹500 per month for a SIP (Systematic Investment Plan). SIPs allow you to invest a fixed amount regularly, making it easier to build wealth over time without needing a large upfront amount.
What is the exit load on Motilal Oswal Active Momentum Fund Direct-Growth?
Motilal Oswal Active Momentum Fund Direct-Growth has an exit load — Exit load of 1%, if redeemed within 90 days.. Exit load is charged to discourage early withdrawals and protect long-term investors in the fund.
What category does Motilal Oswal Active Momentum Fund Direct-Growth belong to?
Motilal Oswal Active Momentum Fund Direct-Growth belongs to the Equity: Thematic-Factor-based category. You can view other funds in this category.