Motilal Oswal Active Momentum Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹12.68
Expense Ratio
2.47%
Min SIP
₹500
Fund Size
₹396Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 90D, Nil after 90D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
1.24%
Beta
1.11
Sharpe Ratio
0.3157
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(23.39)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential Active Momentum Fund
- Kotak Special Opportunities Fund
- Kotak Transportation & Logistics Fund
- Kotak Rural Opportunities Fund
- HDFC Consumption Fund
- HDFC Manufacturing Fund
- Bandhan Innovation Fund
- Bandhan Business Cycle Fund
- SBI Innovative Opportunities Fund
- ITI Business Cycle Fund
- Nippon India Active Momentum Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Tata India Innovation Fund
- The Wealth Company Ethical Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- Union Active Momentum Fund
- Shriram Multi Sector Rotation Fund
- DSP Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- Edelweiss Business Cycle Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- WhiteOak Capital Quality Equity Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Quant Fund
- ICICI Prudential Business Cycle Fund
- Kotak Pioneer Fund
- HDFC Housing Opportunities Fund
- Bandhan Transportation and Logistics Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- ICICI Prudential Conglomerate Fund
- Mahindra Manulife Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- Tata Business Cycle Fund
- 360 ONE Quant Fund
- SBI Quality Fund
- Nippon India Innovation Fund
- UTI-Transportation and Logistics Fund
- Quantum ESG Best In Class Strategy Fund
- Franklin India Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Axis Quant Fund
- Union Innovation & Opportunities Fund
- Axis Business Cycles Fund
- Sundaram Business Cycle Fund
- Sundaram Multi-Factor Fund
- Edelweiss Recently Listed IPO Fund
- Axis Innovation Fund
- Canara Robeco Manufacturing Fund
- Quant ESG Integration Strategy Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- Quant Quantamental Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Invesco India Manufacturing Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- Baroda BNP Paribas Business Cycle Fund
- HDFC Innovation Fund
- Nippon India Quant Fund
- Aditya Birla Sun Life Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- Tata Ethical Fund
- Motilal Oswal Special Opportunities Fund
- Kotak ESG Exclusionary Strategy Fund
- SBI Equity Minimum Variance Fund
- HDFC Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- HDFC Transportation and Logistics Fund
- SBI PSU Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- HSBC Business Cycles Fund
- Kotak Manufacture in India Fund
- Motilal Oswal Active Momentum Fund
- ICICI Prudential Housing Opportunities Fund
Ajay Khandelwal
Motilal Oswal Mutual FundTotal assets under management
₹92.51L Crores
Date of incorporation
14 Nov 2008
Motilal Oswal Active Momentum Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Motilal Oswal Active Momentum Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Motilal Oswal Active Momentum Fund has an AUM of ₹395.57 Cr as on 5/14/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.11%. The risk is Very High against the category average of 60.61.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Motilal Oswal Active Momentum Fund.
Ans. The expense ratio of Motilal Oswal Active Momentum Fund is 2.47%.