September 20, 2025
RA Jainee
Motilal Oswal Active Momentum Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 11.5636
NAV IDCW: Rs 11.5633
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Bhalchandra Shinde
Education: Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience: Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
3) Varun Sharma
Education: Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM – Calcutta.
Experience: Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 – August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 – Feb 2010) as a Ratings Analyst.
4) Vishal Ashar
Education: Mr. Ashar has done MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan
5) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Motilal Oswal Active Momentum Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 17-Mar-25 |
| Return Since Launch | 15.64% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 141 Cr |
| (As on 31-Aug-2025) | |
| Expense | 2.56% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 146.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Active Momentum Dir | — | -0.56 | 4.75 | 6.12 | — | — | — | — | — | — |
| BSE 500 TRI | — | 0.32 | 2.65 | 3.16 | — | — | — | — | — | — |
Peer Comparison of Motilal Oswal Active Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Active Momentum Dir | Unrated | — | — | — | 2.56 | 141 | 15.64 | 1.00 (90) | 6M | 146.00 |
| ICICI Pru India Opportunities Dir | Unrated | 3.20 | 24.77 | 32.36 | 0.63 | 29,871 | 22.92 | 1.00 (365) | 6Y 8M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 7.65 | 24.48 | — | 0.74 | 13,643 | 23.32 | 1.00 (30) | 4Y 8M | 33.00 |
| HDFC Manufacturing Dir | Unrated | 2.41 | — | — | 0.77 | 11,537 | 10.72 | 1.00 (30) | 1Y 4M | 37.09 |
| Franklin India Opportunities Dir | Unrated | 2.65 | 30.72 | 29.97 | 0.52 | 7,509 | 18.47 | 1.00 (365) | 12Y 8M | 48.44 |
Portfolio Analysis of Motilal Oswal Active Momentum Fund
| No. of Stocks | 29 |
| Top 10 Stocks | 41.58% |
| Top 5 Stocks | 22.19% |
| Top 3 Sectors | 54.59% |
| Portfolio P/B Ratio | 8.81 |
| Portfolio P/E Ratio | 60.25 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 52,469 | 1,25,093 |
| Giant (%) | 14.84 | 43.00 |
| Large (%) | 41.31 | 24.03 |
| Mid (%) | 26.26 | 27.30 |
| Small (%) | 17.59 | 9.62 |
| Tiny (%) | — | 0.82 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Active Momentum Fund
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