Motilal Oswal Active Momentum Fund - Direct Plan - Reinvestment/Payout

Motilal Oswal Mutual Fund · Sectoral/Thematic · Direct · IDCW

NAV · as of 11/09/2026

14.84

+0.83%

+30.68%

Key stats

Expense ratio: 3.34%
AUM: ₹942.40 Cr
Launched: 17/03/2025
Fund manager: Varun Sharma; Ajay Khandelwal; Vishal Ashar; Rakesh Shetty; Bhalchandra Shinde
Portfolio turnover: 1.04%
Risk: Very High Risk
Min lump-sum: ₹500
Min SIP: ₹500/mo
Fresh lump-sum: Accepted
Fresh SIP: Accepted

NAV history

Motilal Oswal Active Momentum Fund - Direct Plan - Reinvestment/Payout

13/08/2026 to 11/09/2026

O - H - L -

1W+3.65%

1M+3.83%

3M+10.30%

6M+34.85%

1Y+30.68%

MAX+48.17%

Top holdings

39 disclosed

1.
Diamond Power Infrastructure Ltd
Industrials
8.20%
2.
Cemindia Projects Ltd
Industrials
6.39%
3.
One97 Communications Ltd
Technology
5.33%
4.
Triparty Repo
5.31%
5.
Garware Hi-Tech Films Ltd
Basic Materials
4.88%
6.
InterGlobe Aviation Ltd
Industrials
4.74%
7.
Ola Electric Mobility Ltd
Consumer Cyclical
4.58%
8.
Adani Enterprises Ltd
Energy
4.43%
9.
Sterlite Technologies Ltd
Technology
4.29%
10.
Data Patterns (India) Ltd
Industrials
4.16%
11.
Aditya Infotech Ltd
Industrials
4.14%
12.
Shaily Engineering Plastics Ltd
Basic Materials
4.03%
13.
SJS Enterprises Ltd
Consumer Cyclical
3.82%
14.
Bluestone Jewellery And Lifestyle Ltd
Consumer Cyclical
3.78%
15.
Anand Rathi Wealth Ltd
Financial Services
3.77%
16.
Navin Fluorine International Ltd
Basic Materials
3.62%
17.
Acutaas Chemicals Ltd
Basic Materials
3.59%
18.
Manipal Health Enterprises Ltd
Healthcare
3.51%
19.
Nippon Life India Asset Management Ltd Ordinary Shares
Financial Services
2.95%
20.
Shriram Finance Ltd
Financial Services
2.78%
21.
Solar Industries India Ltd
Basic Materials
2.65%
22.
Syrma SGS Technology Ltd
Technology
2.54%
23.
GE Vernova T&D India Ltd
Industrials
2.53%
24.
OneSource Specialty Pharma Ltd
Healthcare
2.15%
25.
Premier Energies Ltd
Technology
1.54%
26.
Net Receivables / (Payables)
0.29%
27.
Tvs Motor Company Limited
0.01%
28.
RBL Bank Ltd
-
29.
ABB India Ltd
-
30.
Bharat Heavy Electricals Ltd
-
31.
TD Power Systems Ltd
-
32.
BSE Ltd
-
33.
Fractal Analytics Ltd
-
34.
Muthoot Finance Ltd
-
35.
Hitachi Energy India Ltd Ordinary Shares
-
36.
Nephrocare Health Services Ltd
-
37.
KEI Industries Ltd
-
38.
Piramal Finance Ltd
-
39.
Suzlon Energy Ltd
-

Sector allocation

Industrials30.17%
Basic Materials18.76%
Technology13.70%
Consumer Cyclical12.17%
Financial Services9.50%
Healthcare5.65%
Unclassified5.61%
Energy4.43%

Comparable peers

Motilal Oswal Active Momentum IDCW Reinvest Direct Plan
Motilal Oswal Active Momentum IDCW Reinvest (DR) · ₹942.40 Cr AUM
1Y+29.94%
3Y0.00%
-
SBI Healthcare Opportunities IDCW Payout Direct Plan
SBI Healthcare Opportunities IDCW Payout (DP) · ₹5.40 K Cr AUM
1Y+22.46%
3Y+24.66%
-
HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%
3Y+25.53%
-
HDFC Transportation & Logistics IDCW Payout Direct Plan
HDFC Transportation & Logistics IDCW Payout (DP) · ₹1.96 K Cr AUM
1Y+9.29%
3Y+25.53%
-
HDFC Transportation & Logistics IDCW Reinvest Direct Plan
HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM
1Y+9.29%
3Y+25.53%
-

Investment objective

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. However, there can be no assurance that the investment objective of the scheme will be realized.

Scheme details

Scheme code: 153367
Fund house: Motilal Oswal Mutual Fund
Category: Open Ended
Type: Equity Scheme
Sub-category: Sectoral/Thematic
Plan: Direct
Return type: IDCW
ISIN (Growth): INF247L01EQ3
ISIN (Div. Reinvest): INF247L01ER1
Tradable on exchange: No

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