Compiled by Rupeestop LLP, SEBI RIA INA000022701. NAV as on 18 Aug 2026. Factsheet May 2026. About · Disclosures
Motilal Oswal Active Momentum Fund - Direct Plan - Growth
Motilal Oswal Mutual FundThematic Active MomentumDirectGrowthVery high risk
NAV
₹14.2346
As on 18 Aug 2026
Vs category
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 year | +28.95% | — | — |
| 3 year | +28.21% | — | — |
| 5 year | +28.21% | — | — |
All Thematic Active Momentum funds · Motilal Oswal Mutual Fund
Returns
From NAVs through 18 Aug 2026
1Y
+28.95%
Total
3Y
+28.21%
p.a.
5Y
+28.21%
p.a.
SI
+28.21%
p.a.
Calendar years
+22.94%2025
+15.79%2026 YTD
Rolling 1-year · 5 overlapping windows
+21.00%avg +23.99%+28.95%
Fund facts
Fund details from the May 2026 factsheet
Fund size
₹469.06 Cr
Expense ratio
2.37%
Exit load
None
Lock-in
None
BenchmarkNIFTY 500 TRI
Launched16 Mar 2025
Risk levelVery high
StructureOpen Ended
ISININF247L01EP5
Where the money is invested
Split by asset type.
By asset type
Equity98.59%
Cash1.39%
Preferred0.02%
What the fund holds
35 holdings · portfolio as on 29 Apr 2026
- 6.4%Onesource Specialty Pharma LtdHealthcare
- 5.85%Aditya Infotech LtdIndustrials
- 5%Jain Resource Recycling LtdBasic Materials
- 4.73%Suzlon Energy LtdIndustrials
- 4.54%Data Patterns (India) LtdIndustrials
- 4.53%Shaily Engineering Plastics LtdBasic Materials
- 4.39%Anand Rathi Wealth LtdFinancial Services
- 4.23%Piramal Finance LtdFinancial Services
- 4.07%Multi Commodity Exchange of India LtdFinancial Services
- 3.98%GE Vernova T&D India LtdIndustrials
Concentration
Top 5 weight
26.52%
Top 10 weight
47.72%
Avg turnover
85.48%
Risk and quality measures
How steady the returns have been.
Return quality
Sharpe
0.79
Return per unit of total risk
Information ratio
2.31
Consistency of outperformance
Risk
Std deviation
22.44%
How much returns swing
Who manages this fund
5 fund managers
- RSRakesh Shetty3.3 years in the industryRuns 43 schemes
- VSVarun Sharma10.2 years in the industryRuns 20 schemes
- BSBhalchandra Shinde1.2 years in the industryRuns 10 schemes
- AKAjay Khandelwal8.1 years in the industryRuns 24 schemes
- VAVishal Ashar1.2 years in the industryRuns 2 schemes
Other Thematic Active Momentum funds
Kotak Active Momentum FunddirectCompare
ICICI Prudential Active Momentum FunddirectCompare
Union Active Momentum Fund - Direct Plan - GrowthdirectCompare
Nippon India Active Momentum Fund - Direct Plan - GrowthdirectCompare- Kotak Active Momentum FunddirectCompare
- Kotak Active Momentum FunddirectCompare
- Union Active Momentum Fund - Direct Plan - IDCW PayoutdirectCompare
- Union Active Momentum Fund - Direct Plan - IDCW ReinvestmentdirectCompare
SIP illustration
Rate
+28.21%
Invested
₹6,00,000
Illustrated
₹33,20,421
₹5,000/mo × 10 years at this fund's 3Y CAGR. Illustration, not a forecast. SIP calculator
Other versions
- regularIDCWMotilal Oswal Active Momentum Fund - Regular Plan - IDCW PayoutNAV ₹12.16
- directIDCWMotilal Oswal Active Momentum Fund - Direct Plan - IDCW ReinvestmentNAV ₹12.2649
- regularGrowthMotilal Oswal Active Momentum Fund - Regular Plan - GrowthNAV ₹12.16
FAQ
What is Motilal Oswal Active Momentum Fund - Direct Plan - Growth NAV today?
- The latest NAV of Motilal Oswal Active Momentum Fund - Direct Plan - Growth is ₹14.2346 as on 18 Aug 2026.
How has Motilal Oswal Active Momentum Fund - Direct Plan - Growth performed vs its category?
- 1-year return +28.95%. Past performance does not guarantee future returns.
What are the returns of Motilal Oswal Active Momentum Fund - Direct Plan - Growth?
- Trailing returns from published NAVs: 1 year +28.95%, 3 year +28.21% a year, 5 year +28.21% a year, since our first NAV +28.21% a year. Past performance does not guarantee future returns.
How would a SIP in Motilal Oswal Active Momentum Fund - Direct Plan - Growth have been illustrated?
- The SIP illustration on this page uses ₹5,000 a month for 10 years at this fund's 3-year annualised return of +28.21%. It is not a forecast.
What is the expense ratio and fund size of Motilal Oswal Active Momentum Fund - Direct Plan - Growth?
- For Motilal Oswal Active Momentum Fund - Direct Plan - Growth, the expense ratio is 2.37% and fund size (AUM) is ₹469.06 Cr.
What is the ISIN of Motilal Oswal Active Momentum Fund - Direct Plan - Growth?
- The ISIN for Motilal Oswal Active Momentum Fund - Direct Plan - Growth is INF247L01EP5.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance does not guarantee future returns and is not an indicator of future results.
Figures on this page come from published NAVs and the scheme's monthly factsheet. They are for information only and are not investment advice or a recommendation to buy or sell any scheme.