Compiled by Rupeestop LLP, SEBI RIA INA000022701. NAV as on 18 Aug 2026. Factsheet Jun 2026. About · Disclosures
Motilal Oswal Active Momentum Fund - Direct Plan - IDCW Reinvestment
Motilal Oswal Mutual FundThematic Active MomentumDirectIDCW
NAV
₹14.2343
As on 18 Aug 2026
Vs category
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 year | +28.94% | — | — |
| 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
+28.94%
Total
3Y
+28.21%
p.a.
5Y
+28.21%
p.a.
SI
+28.21%
p.a.
Calendar years
+22.93%2025
+15.79%2026 YTD
Rolling 1-year · 5 overlapping windows
+21.00%avg +23.99%+28.94%
Fund facts
Fund details from the Jun 2026 factsheet
Fund size
₹469.06 Cr
Expense ratio
2.37%
Exit load
None
Lock-in
None
Launched16 Mar 2025
StructureOpen Ended
ISININF247L01ER1
Where the money is invested
Split by asset type.
By asset type
Equity95.70%
Cash4.29%
Preferred0.01%
What the fund holds
38 holdings · portfolio as on 30 May 2026
- 8.3%Sterlite Technologies LtdTechnology
- 6.16%Aditya Infotech LtdIndustrials
- 5.66%Onesource Specialty Pharma LtdHealthcare
- 4.5%Shaily Engineering Plastics LtdBasic Materials
- 4.29%Net Receivables / (Payables)
- 4.09%Suzlon Energy LtdIndustrials
- 3.87%GE Vernova T&D India LtdIndustrials
- 3.8%Data Patterns (India) LtdIndustrials
- 3.63%KEI Industries LtdIndustrials
- 3.55%Anand Rathi Wealth LtdFinancial Services
Concentration
Top 5 weight
28.92%
Top 10 weight
47.86%
Avg turnover
85.21%
Risk and quality measures
How steady the returns have been.
Return quality
Sharpe
0.77
Return per unit of total risk
Risk
Std deviation
22.41%
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- Motilal Oswal Active Momentum Fund - Direct Plan - GrowthdirectCompare
- Kotak Active Momentum FunddirectCompare
- Kotak Active Momentum FunddirectCompare
- Union Active Momentum Fund - Direct Plan - IDCW PayoutdirectCompare
SIP illustration
Rate
+28.21%
Invested
₹6,00,000
Illustrated
₹33,19,983
₹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
- regularGrowthMotilal Oswal Active Momentum Fund - Regular Plan - GrowthNAV ₹12.16
- directIDCWMotilal Oswal Active Momentum Fund - Direct Plan - IDCW PayoutNAV ₹12.17
- directGrowthMotilal Oswal Active Momentum Fund - Direct Plan - GrowthNAV ₹12.17
FAQ
What is Motilal Oswal Active Momentum Fund - Direct Plan - IDCW Reinvestment NAV today?
- The latest NAV of Motilal Oswal Active Momentum Fund - Direct Plan - IDCW Reinvestment is ₹14.2343 as on 18 Aug 2026.
How has Motilal Oswal Active Momentum Fund - Direct Plan - IDCW Reinvestment performed vs its category?
- 1-year return +28.94%. Past performance does not guarantee future returns.
What are the returns of Motilal Oswal Active Momentum Fund - Direct Plan - IDCW Reinvestment?
- Trailing returns from published NAVs: 1 year +28.94%, 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 - IDCW Reinvestment 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 - IDCW Reinvestment?
- For Motilal Oswal Active Momentum Fund - Direct Plan - IDCW Reinvestment, 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 - IDCW Reinvestment?
- The ISIN for Motilal Oswal Active Momentum Fund - Direct Plan - IDCW Reinvestment is INF247L01ER1.
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.