Motilal Oswal Active Momentum Fund
NAV
₹14.32
as of 4 Sept 2026
Motilal Oswal Active Momentum Fund is an open-ended Sectoral/ Thematic scheme from Motilal Oswal Mutual Fund managing ₹942 crore (as of 31 Jul 2026). Its Direct-plan NAV is ₹14.32 as of 4 Sept 2026. The expense ratio is 3.43% a year. Managed by Varun Sharma. This page is factual data only — it carries no rating and no recommendation.
Key facts
- Expense ratio
- 3.43% / yr
- as of 30 Jun 2026
- Fund size
- ₹942 crore
- as of 31 Jul 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 3 Sept 2026Benchmark: Nifty 500 TRI
Motilal Oswal Active Momentum Fund
₹142
+42% on ₹100 over 1.5 yrs
Sectoral/ Thematic average
₹122
+22% on ₹100 over 1.5 yrs
Returns vs category
| Window | Fund | Category avg | Gap |
|---|---|---|---|
| 3 months | 3.63% | – | – |
| 6 months | 24.91% | – | – |
| 1 year | 24.17% | – | – |
No category average is available for this fund. 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
- 23.2%
- Best
- 26.9%
7 windows over the last 18 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
-1.8% below peak
Where the money actually is
Equity
95.5%
Cash
4.5%
Whole-portfolio split, as of 30 Jun 2026.
What it owns
32 positions · top 10 = 47.5%
Market-cap mix
Large 22.9%Mid 18.1%Small 54.5%Other 4.5%
as of 30 Jun 2026
Holdings by sector
Industrials(3 in top 10)32.2%
- InterGlobe Aviation Ltd6.13%
- Aditya Infotech Ltd4.80%
- GE Vernova T&D India Ltd3.61%
Financial Services(1 in top 10)20.0%
- Anand Rathi Wealth Ltd3.88%
Basic Materials(3 in top 10)19.6%
- Garware Hi-Tech Films Ltd4.98%
- Navin Fluorine International Ltd4.58%
- Acutaas Chemicals Ltd3.68%
Technology(1 in top 10)9.7%
- Sterlite Technologies Ltd5.89%
Consumer Cyclical(1 in top 10)9.6%
- Ola Electric Mobility Ltd6.46%
Healthcare(1 in top 10)4.4%
- Nephrocare Health Services Ltd3.46%
Sectors marked ▶ expand to show this fund’s top-10 holdings in that sector. Holdings as of 30 Jun 2026. Portfolio turnover 2565.0% a year.
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)
- 43.6
- P/B
- 8.0
- Dividend yield
- 0.2%
- Net margin
- 11.1%
- Earnings growth
- 12.9%
- Avg market cap
- ₹45,163 crore
Money in, money out
- Net flow, 12 months
- +₹764 cr
- Net flow, 3 months
- +₹514 cr
as of 31 Jul 2026. Flows follow performance more than they predict it.
Quick answers
- What is the NAV of Motilal Oswal Active Momentum Fund?
- ₹14.32 per unit as of 4 Sept 2026 (Direct plan, growth). NAV is declared daily on working days.
- What is the expense ratio of Motilal Oswal Active Momentum Fund?
- 3.43% a year for the Direct plan, as of 30 Jun 2026.
- How large is Motilal Oswal Active Momentum Fund?
- ₹942 crore under management as of 31 Jul 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 1.4 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
- ICICI Prudential India Opportunities Fund₹38,299 crore
- ICICI Prudential Business Cycle Fund₹16,123 crore
- ICICI Prudential Technology Fund₹13,540 crore
- Nippon India Taiwan Equity Fund₹947 crore
- Axis Momentum Fund₹944 crore
- HSBC Financial Services fund₹929 crore
- Motilal Oswal Digital India Fund₹907 crore
- Motilal Oswal Innovation Opportunities Fund₹698 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.