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Motilal Oswal Active Momentum Fund
Thematic-Factor-basedRank #2
Not Rated
NAV (2026-09-11)
₹14.82
AUM
₹1,154.95 Cr
Exp. Ratio: 3.33%
RISK LEVEL
Very High
Returns & Performance
1 Year30.54%28.91% vs cat avgRank #1
3 Year----
5 Year----
Since Launch30.25%19.12% vs cat avg
Fund vs Category Average
1Y
30.54%+28.91%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
✔Top-5 ranked in category for 1Y (#1)
✔Overall top-10 rank in category (#2)
✔Outperforms category avg since launch
Cons
✖3Y returns below category average
✖Higher expense ratio (3.33%)
ISININF247L01ES9
NAV₹14.82
NAV Date2026-09-11
AUM₹1,154.95 Cr
Expense Ratio3.33%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29
INVESTMENT OBJECTIVE
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.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Bhalchandra Shinde
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Motilal Oswal Active Momentum Fund is ₹14.82 as of 2026-09-11.
Motilal Oswal Active Momentum Fund is classified as a Thematic-Factor-based fund.
Motilal Oswal Active Momentum Fund is managed by Motilal Oswal Mutual Fund.
The Assets Under Management (AUM) of Motilal Oswal Active Momentum Fund is ₹1,154.95 Cr.
The expense ratio of Motilal Oswal Active Momentum Fund is 3.33%.
Motilal Oswal Active Momentum Fund is managed by Bhalchandra Shinde.
The minimum SIP investment for Motilal Oswal Active Momentum Fund is ₹500.
The exit load for Motilal Oswal Active Momentum Fund is 1%.
As per the SEBI Riskometer, Motilal Oswal Active Momentum Fund carries a Very High risk level.
Motilal Oswal Active Momentum Fund has delivered 30.54% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-09-11.
Motilal Oswal Active Momentum Fund was launched on 2009-12-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
