Motilal Oswal Active Momentum Fund is a Thematic fund run by Motilal Oswal Mutual Fund. On 30-09-2026, it managed ₹1,364 Cr of investors' money. In the year to 30-10-2026, its Direct plan returned 14.4% and its Regular plan returned 14.3%. Its benchmark, Nifty 500 TRI, returned −7.3% over the same year.
NAV (Direct plan)
₹13.85
▼ 1.92% · 30-10-2026
NAV (Regular plan)
₹13.83
▼ 1.92% · 30-10-2026
Expense ratio
3.05%Direct3.16%Regular
3.05%
A year
Riskometer
Not available
Set by the fund house
1 year return
14.4%Direct14.3%Regular
14.4%
Total
Motilal Oswal Active Momentum Fund NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹13.85 (down 1.92% that day); Regular Plan Growth ₹13.83 (down 1.92% that day).
This fund (Direct plan)
₹13.848
Motilal Oswal Active Momentum Fund Returns vs Nifty 500 TRI
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
−4.35%
+3.33%
+12.12%
+14.38%
--
--
--
This fund (Regular)
−4.36%
+3.30%
+12.06%
+14.26%
--
--
--
Nifty 500 TRI
−0.75%
−6.05%
−2.83%
−7.34%
+10.22%
+8.81%
+12.51%
Thematic average
−2.09%
−4.52%
+0.86%
−1.22%
--
--
--
Best in Thematic
+11.54%
+11.27%
+22.16%
+75.71%
--
--
--
Worst in Thematic
−16.05%
−11.74%
−13.97%
−22.44%
--
--
--
Rank in Thematic
195/235
10/232
22/232
14/215
--
--
--
Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.
Motilal Oswal Active Momentum Fund Year-wise Returns
Return of each calendar year
Year
Direct
Regular
Nifty 500 TRI
2026to date
+12.64%
+12.55%
−7.51%
Motilal Oswal Active Momentum Fund Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 149 periods, one for each trading day from 23-03-2026 to 30-10-2026.
−10%0%10%20%30%40%
Motilal Oswal Active Momentum Fund (Direct)
Nifty 500 TRI
Apr 2025 to Apr 2026May 2025 to May 2026Jun 2025 to Jun 2026Jul 2025 to Jul 2026Sept 2025 to Sept 2026Oct 2025 to Oct 2026
Motilal Oswal Active Momentum Fund (Direct)Nifty 500 TRI
0%
40%
Below 0%
0%
43%
0-5%
3%
17%
5-10%
5%
1%
10-15%
7%
0%
15-20%
42%
0%
20-25%
42%
0%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Benchmark median
Beat benchmark
1 year
149
24.3%
7.1%
32.6%
0%
0.8%
100%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty 500 TRI over the same days. Past returns do not promise future returns.
Motilal Oswal Active Momentum Fund Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
Motilal Oswal Active Momentum Fund (Direct)This fund
Nifty 500 TRI
Return (CAGR)
+14.38%
−7.34%
Standard deviation
17.69%
14.48%
Sharpe ratio
0.52
-0.87
Sortino ratio
0.71
-1.16
Maximum drawdown
−16.6%
(31-03-2026)
−14.7%
(30-03-2026)
Beta
0.93
1.00
Alpha
+20.86%
0.00%
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
Motilal Oswal Active Momentum Fund (Direct)This fund
Nifty 500 TRI
Return (CAGR)
+22.30%
+2.85%
Standard deviation
17.14%
13.94%
Sharpe ratio
0.99
-0.18
Sortino ratio
1.38
-0.26
Maximum drawdown
−16.6%
(31-03-2026)
−14.7%
(30-03-2026)
Beta
0.97
1.00
Alpha
+19.37%
0.00%
From daily NAVs, 21-03-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
−20%−15%−10%−5%0%
Motilal Oswal Active Momentum Fund (Direct)
Nifty 500 TRI
2026
Motilal Oswal Active Momentum Fund (Direct)Nifty 500 TRI
Worst fall
High before it
Bottom
Back at the high
Time to climb back
Below its high today
Motilal Oswal Active Momentum Fund (Direct)
−16.6%
18-11-2025
31-03-2026
07-05-2026
37 days
−6.7%
Nifty 500 TRI
−14.7%
02-01-2026
30-03-2026
Not yet
--
−8.4%
From the Direct plan's daily NAV since 21-03-2025, adjusted for unit splits, and Nifty 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
Motilal Oswal Active Momentum Fund vs Other Thematic Funds
The five Thematic funds with the best three year return, and this fund. Direct plans.
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
Motilal Oswal Active Momentum Fund Expense Ratio and Costs
What each plan charges a year, in force from 23-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Thematic median
Cost rank (1 = cheapest)
Direct
1.74%
0.27%
0.02%
1.02%
3.05%
1.18%
234/235
Regular
1.83%
0.27%
0.02%
1.04%
3.16%
2.41%
216/235
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
14.26%
14.38%
0.12%
₹1,14,260
₹1,14,380
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
Motilal Oswal Active Momentum Fund SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹10,000 on the first trading day of every month, from 21-03-2025 to 30-10-2026: 20 instalments, ₹2,00,000 in all.
Investment
Invested
Value now
Gain
Return a year
Direct planMotilal Oswal Active Momentum Fund (Direct)
₹2,00,000
₹2,36,260
₹36,260
20.6%
Regular planMotilal Oswal Active Momentum Fund (Regular)
Direct planMotilal Oswal Active Momentum Fund (Direct)Regular planMotilal Oswal Active Momentum Fund (Regular)Nifty 500 TRICategory averageCategory average, 235 Thematic fundsAmount invested
From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Motilal Oswal Active Momentum Fund Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
91.0%Equity
Asset
Fund
Category
Equity
91.0%
94.5%
Cash and others
9.0%
4.0%
Market cap of stocks
Market cap
Fund
Category
Large Cap
0.0%
45.7%
Mid Cap
17.3%
19.6%
Small Cap
65.2%
24.1%
Not on AMFI's list
8.6%
2.3%
Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Motilal Oswal Active Momentum Fund Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Consumer Durables20.4%
Electrical Equipment16.7%
Industrial Manufacturing8.4%
Pharmaceuticals & Biotechnology5.3%
Telecom - Equipment & Accessories4.8%
Financial Technology (Fintech)4.6%
Commercial Services & Supplies4.2%
Industrial Products3.9%
Construction3.9%
Automobiles3.0%
The ten largest of 16 sectors. The other 6 add up to 15.8%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Consumer Durables
7.8%
19.2%
20.4%
+12.6%
Electrical Equipment
12.3%
16.0%
16.7%
+4.4%
Industrial Manufacturing
6.7%
5.8%
8.4%
+1.7%
Pharmaceuticals & Biotechnology
5.7%
4.6%
5.3%
−0.4%
Telecom - Equipment & Accessories
4.3%
4.6%
4.8%
+0.6%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
Motilal Oswal Active Momentum Fund Portfolio Holdings
As on 30-09-2026 · 26 holdings · from the fund house's monthly portfolio
Holdings
Sector
Weight%
Holdings trend
1M change
Diamond Power Infrastructure Ltd.
Electrical Equipment
6.36%
0.0%
Sky Gold And Diamonds Limited
Consumer Durables
5.40%
0.0%
MTAR Technologies Limited
Electrical Equipment
5.13%
0.0%
Sterlite Technologies Limited
Telecom - Equipment & Accessories
4.85%
0.0%
Kalyan Jewellers India Limited
Consumer Durables
4.70%
0.0%
One 97 Communications Limited
Financial Technology (Fintech)
4.60%
0.0%
Redington Limited
Commercial Services & Supplies
4.17%
0.0%
Lalithaa Jewellery Mart Ltd
Consumer Durables
4.02%
New
Garware Hi-Tech Films Limited
Industrial Products
3.92%
0.0%
Cemindia Projects Ltd
Construction
3.85%
0.0%
Aditya Infotech Limited
Industrial Manufacturing
3.25%
0.0%
Shaily Engineering Plastics Limited
Consumer Durables
3.17%
+14.1%
Bluestone Jewellery And Lifestyle Limited
Consumer Durables
3.10%
+12.6%
Ola Electric Mobility Ltd
Automobiles
3.02%
0.0%
S.J.S. Enterprises Limited
Auto Components
2.94%
+15.0%
Meesho Ltd
Retailing
2.89%
New
Data Patterns (India) Limited
Aerospace & Defense
2.88%
0.0%
ESDS Software Solution Ltd
IT - Services
2.82%
New
Onesource Specialty Pharma Limited
Pharmaceuticals & Biotechnology
2.72%
+95.5%
Raymond Limited
Industrial Manufacturing
2.71%
New
Acutaas Chemicals Limited
Pharmaceuticals & Biotechnology
2.62%
0.0%
Atlanta Electricals Ltd
Electrical Equipment
2.59%
New
Apar Industries Limited
Electrical Equipment
2.58%
0.0%
Coforge Limited
IT - Software
2.52%
+17.0%
Syrma SGS Technology Ltd
Industrial Manufacturing
2.48%
+4.2%
Manipal Health Enterprises Ltd
Healthcare Services
1.72%
−40.7%
Motilal Oswal Active Momentum Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
Lalithaa Jewellery Mart Ltd
↑New
New
4.02%
Manipal Health Enterprises Ltd
↓Reduced
−40.7%
1.72%
Shaily Engineering Plastics Limited
↑Added
+14.1%
3.17%
Navin Fluorine International Limited
↓Sold out
−100%
was 3.39%
Bluestone Jewellery And Lifestyle Limited
↑Added
+12.6%
3.10%
S.J.S. Enterprises Limited
↑Added
+15.0%
2.94%
Anand Rathi Wealth Limited
↓Sold out
−100%
was 3.27%
Meesho Ltd
↑New
New
2.89%
Coforge Limited
↑Added
+17.0%
2.52%
Piramal Finance Limited
↓Sold out
−100%
was 2.83%
ESDS Software Solution Ltd
↑New
New
2.82%
Onesource Specialty Pharma Limited
↑Added
+95.5%
2.72%
Raymond Limited
↑New
New
2.71%
Atlanta Electricals Ltd
↑New
New
2.59%
Syrma SGS Technology Ltd
↑Added
+4.2%
2.48%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Motilal Oswal Active Momentum Fund Overview
Fund facts from the scheme summary document
Expense ratio (Direct)
3.05%
Expense ratio (Regular)
3.16%
Category
Thematic
Risk
Not available
Benchmark
Not available
Launch date
Not available
Minimum investment
Not available
Minimum additional investment
Not available
AUM
₹1,364.10 Cr (30-09-2026)
Lock in
Not available
Scheme code (Direct)
153364
ISIN (Direct)
INF247L01EP5
Scheme code (Regular)
153365
ISIN (Regular)
INF247L01ES9
NAV history
From 21-03-2025, 1.6 years
Exit load
Not available
Tax on Motilal Oswal Active Momentum Fund returns
Motilal Oswal Active Momentum Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Reinvestment Payout
₹13.8477
30-10-2026
direct
Growth
₹13.848
30-10-2026
regular
Reinvestment Payout
₹13.8255
30-10-2026
regular
Growth
₹13.8251
30-10-2026
About Motilal Oswal Active Momentum Fund
Motilal Oswal Active Momentum Fund is a mutual fund from Motilal Oswal Mutual Fund. Its category is Thematic. At the end of September 2026 it held 26 securities.
Frequently Asked Questions for Motilal Oswal Active Momentum Fund
What is the current NAV of Motilal Oswal Active Momentum Fund?
The Direct plan NAV is ₹13.848. The Regular plan NAV is ₹13.8251, as on 30-10-2026.
What are the returns of Motilal Oswal Active Momentum Fund?
The Direct plan returned +14.38% in 1 year. The Regular plan returned +14.26% in 1 year. These figures are as on 30-10-2026.
What is the expense ratio of Motilal Oswal Active Momentum Fund?
The Direct plan charges 3.05% a year. The Regular plan charges 3.16% a year. This is the figure the fund house reported to AMFI, in force from 23-10-2026.
What is the AUM of Motilal Oswal Active Momentum Fund?
Motilal Oswal Active Momentum Fund managed ₹1,364.10 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Motilal Oswal Active Momentum Fund?
At the end of September 2026 the largest holdings were DIACABS (6.36%), SKYGOLD (5.40%), MTARTECH (5.13%), STLTECH-BE (4.85%), KALYANKJIL (4.70%). The fund held 26 securities in all.
What did Motilal Oswal Active Momentum Fund buy and sell in September 2026?
It bought 5 new stocks: ESDS Software Solution Ltd, Lalithaa Jewellery Mart Ltd, Meesho Ltd, Atlanta Electricals Ltd, Raymond Limited. It sold out of 3: Navin Fluorine International Limited, Piramal Finance Limited, Anand Rathi Wealth Limited. It added shares in 6. It reduced 1.
How do I invest in Motilal Oswal Active Momentum Fund?
Through Motilal Oswal Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. You can invest once or through a monthly SIP.
How has Motilal Oswal Active Momentum Fund performed against its benchmark?
Its benchmark is Nifty 500 TRI. The Direct plan returned +14.38% in 1 year. The benchmark returned −7.34% in 1 year.
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
Track Motilal Oswal Active Momentum Fund in WealthGamma
Add this fund once. WealthGamma updates its value every day and shows it next to your stocks, gold, deposits and loans.