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Mutual Funds

Motilal Oswal Active Momentum Fund

Mo

Motilal Oswal Active Momentum Fund

Thematic-Factor-basedRank #3
Not Rated

NAV (2026-07-14)

13.54

AUM

₹756.31 Cr

Exp. Ratio: 3.51%

RISK LEVEL

Very High

Returns & Performance

1 Year22.30%22.69% vs cat avgRank #1
3 Year----
5 Year----
Since Launch25.67%--

Fund vs Category Average

1Y
22.30%+22.69%

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 (#3)

Cons

3Y returns below category average
Higher expense ratio (3.51%)
ISININF247L01ES9
NAV₹13.54
NAV Date2026-07-14
AUM₹756.31 Cr
Expense Ratio3.51%
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

Top Holdings

Holdings data not available for this scheme