Motilal Oswal Active Momentum Fund
NAV
₹14.27
as of 19 Oct 2026
Motilal Oswal Active Momentum Fund is an open-ended Sectoral/ Thematic scheme from Motilal Oswal Mutual Fund managing ₹1,364 crore (as of 30 Sept 2026). Its Direct-plan NAV is ₹14.27 as of 19 Oct 2026. The expense ratio is 3.35% a year. Managed by Varun Sharma. This page is factual data only – it carries no rating and no recommendation.
Key facts
- Expense ratio
- 3.35% / yr
- as of 31 Aug 2026
- Fund size
- ₹1,364 crore
- as of 30 Sept 2026
- Exit load
- 1%
- SIP available
- Yes
- Launched
- 17 Mar 2025
- ISIN
- INF247L01EP5
₹100 invested, fund vs category
The category line is the average of the funds in this category, built from nyvo’s own NAV data.
Rebased to 100data to 19 Oct 2026Benchmark: Nifty 500 TRI
Motilal Oswal Active Momentum Fund
₹143
+43% on ₹100 over 1.6 yrs
Sectoral/ Thematic average
₹111
+11% on ₹100 over 1.6 yrs
Returns vs category
| Window | Fund | Category avg | Gap |
|---|---|---|---|
| 3 months | 4.68% | -4.74% | +9.42 |
| 6 months | 16.03% | -1.28% | +17.31 |
| 1 year | 16.98% | -3.03% | +20.01 |
Category average across 135 funds, as of 19 Oct 2026. Short windows are noise; the 3 and 5-year rows are the record. Past returns do not predict future returns.
A single return number depends on its start date. These are ALL the overlapping holding periods, so the worst case is visible – read that number first.
1-year holding periods
- Worst
- 12.7%
- Median
- 24.2%
- Best
- 26.9%
8 windows over the last 19 months, stepped monthly; 100% ended positive. Worst window began 1 Apr 2025. Windows overlap – this is the range of past start dates, not a probability of anything.
Distance below its own peak
Every dip below 0 is the fund trading under a previous high – how deep and for how long is what a drawdown feels like.
Right now
-3.8% below peak
Where the money actually is
Equity
91.0%
Cash
9.0%
Whole-portfolio split, as of 30 Sept 2026.
What it owns
28 positions · top 10 = 47.0%
Market-cap mix
Mid 17.3%Small 65.2%Other 17.5%
as of 30 Sept 2026
Holdings by sector
Industrials(2 in top 10)29.4%
- Diamond Power Infrastructure Ltd6.36%
- MTAR Technologies Ltd5.13%
Consumer Cyclical(3 in top 10)26.1%
- Sky Gold and Diamonds Ltd5.40%
- Kalyan Jewellers India Ltd4.70%
- Lalithaa Jewellery Mart Ltd4.02%
Technology(3 in top 10)21.4%
- Sterlite Technologies Ltd4.85%
- One97 Communications Ltd4.60%
- Redington Ltd4.17%
Basic Materials(1 in top 10)9.7%
- Garware Hi-Tech Films Ltd3.92%
- Healthcare4.5%
Sectors marked ▶ expand to show this fund’s top-10 holdings in that sector. Holdings as of 30 Sept 2026. Portfolio turnover 2565.0% vs category 39.1% a year.
Other top holdings
- Triparty Repo9.09%
Exposure figures are gross: funds that use derivatives (arbitrage, hedged books) hold offsetting positions, so concentration and turnover can read above 100%.
The businesses it owns
- P/E (trailing)
- 43.8 vs category 25.0
- P/B
- 8.2 vs category 3.8
- Dividend yield
- 0.2% vs category 1.1%
- Net margin
- 8.8% vs category 15.1%
- Earnings growth
- 20.4%
- Avg market cap
- ₹26,551 crore
Money in, money out
- Net flow, 12 months
- +₹1,077 cr
- Net flow, 3 months
- +₹554 cr
as of 30 Sept 2026. Flows follow performance more than they predict it.
Quick answers
- What is the NAV of Motilal Oswal Active Momentum Fund?
- ₹14.27 per unit as of 19 Oct 2026 (Direct plan, growth). NAV is declared daily on working days.
- What is the expense ratio of Motilal Oswal Active Momentum Fund?
- 3.35% a year for the Direct plan, as of 31 Aug 2026.
- How large is Motilal Oswal Active Momentum Fund?
- ₹1,364 crore under management as of 30 Sept 2026, in the Sectoral/ Thematic category.
- How risky is Motilal Oswal Active Momentum Fund?
- Its SEBI Riskometer reading is "Very High Risk". One sector, one story. The most-launched shelf on the map, by far.
- Who manages Motilal Oswal Active Momentum Fund?
- Varun Sharma, managing this fund for 1.5 years.
Where this fund sits
Its shelf, all funds
St · Sectoral / thematic →
One sector, one story. The most-launched shelf on the map, by far.
The money map
How big this shelf is in India →
The whole industry sized by real money, from AMFI’s monthly data.
Side by side
Compare this fund →
Put it next to any other fund – growth, returns, risk and cost in one table.
One bet or two?
Check its overlap →
See whether it owns the same stocks as your other funds.
Other Sectoral/ Thematic funds
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- ICICI Prudential Business Cycle Fund₹14,889 crore
- Invesco India Business Cycle Fund₹1,373 crore
- HDFC Technology Fund₹1,371 crore
- UTI Quant Fund₹1,361 crore
- Invesco India PSU Equity Fund₹1,361 crore
- Motilal Oswal Digital India Fund₹989 crore
- Motilal Oswal Innovation Opportunities Fund₹856 crore
Data: nyvo research systems; each block above states its own as-of date, and blocks with no data for this fund are omitted rather than estimated. NAV updates daily on working days. The benchmark (Nifty 500 TRI) is named for reference only; its values are licensed and never shown. This page is factual information about one scheme. It is not investment advice, not a recommendation, and it carries no rating of any kind. Past performance does not predict future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.