ad
Motilal Oswal Active Momentum Fund(G)-Direct Plan

Motilal Oswal Active Momentum Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+28.19%

1Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 27 Aug 2026

₹14.42

Min. SIP amount

₹500

Fund size (AUM)

942 Cr

Expense ratio

2.56%

Launched on

17 Mar 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,55,492

Stock Allocation

Stock nameSectorAllocation
Multi Commodity Exchange Of India LimitedFinance5.66%
Shaily Engineering Plastics LimitedPlastic Products3.61%
Jain Resource Recycling LimitedNon - Ferrous Metals3.44%

Fund Composition

942 Cr

Large Cap

14.60%

Mid Cap

12.35%

Small Cap

63.94%

Others

9.12%

Sector Allocation

942 Cr

Finance

21.87%

Capital Goods

12.72%

Domestic Equities

12.05%

Automobile & Ancillaries

8.41%

Electricals

6.80%

Non - Ferrous Metals

4.96%

Cash & Cash Equivalents And Net Assets

4.91%

Plastic Products

4.88%

Others

23.06%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AK

Ajay Khandelwal

Present

VS

Varun Sharma

Present

VA

Vishal Ashar

Present

BS

Bhalchandra Shinde

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+39.16%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+23.54%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
Q

Quant ESG Integration Strategy Fund(G)-Direct Plan

+19.40%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

Motilal Oswal Active Momentum Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 17 Mar 2025. This fund is managed by Ajay Khandelwal, Varun Sharma, Vishal Ashar and Bhalchandra Shinde. It is a Equity type of fund.

The current NAV of Motilal Oswal Active Momentum Fund(G)-Direct Plan is ₹14.42 (as of 27 Aug 2026).

Motilal Oswal Active Momentum Fund(G)-Direct Plan has delivered 28.19% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Active Momentum Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Active Momentum Fund(G)-Direct Plan is 2.56%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down