style
breadcrumbs-fdp

Motilal Oswal Active Momentum Fund

An open-ended equity scheme following momentum factor theme

Regular | Growth

Return

Since Inception

0.0%

Nav

11.04

  • investedProple:30,483

  • fundIcon:/content/dam/motilal-mf/fund-icons/mo-active-momentum.svg

  • typeOfScheme:An open-ended equity scheme following momentum factor theme

  • dateAsOn:31 Mar 2026

  • schDetail:

    • dateOfAllotment: 2025-03-17

    • nfoStartDate: 24-Feb-2025

    • exitLoad:

      1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switchout amongst the plans within the same scheme.

    • exitLoadShort: NIL

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO45538

    • CMOTSAMCCode: 38442

    • schemeName: Motilal Oswal Active Momentum Fund

    • nfoEndDate: 10-Mar-2025

    • fundCategoryCode: MF

    • schcode: AM

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:active
    • 2: motilal-oswal-amc:factor

  • planList:

    • 0:

      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • planName: Direct
      • groupedName: Direct Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01EP5
      • amfi_schcode: 153364
      • cmt_schcode: 45540

    • 1:

      • optionName: Growth
      • sixth_char_name: R
      • planCode: GP
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • optionCode: G
      • planName: Regular
      • groupedName: Regular-Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01ES9
      • amfi_schcode: 153365
      • cmt_schcode: 45538

    • 2:

      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EU5
      • amfi_schcode: 153366
      • cmt_schcode: 45539

    • 3:

      • optionName: IDCW Payout
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • optionCode: D
      • planName: Regular
      • groupedName: Regular IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • optionName: IDCW Payout
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • optionCode: D
      • planName: Direct
      • groupedName: Direct IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EU5
      • amfi_schcode: 153366
      • cmt_schcode: 45539

  • nav:

    • 0:

      • latnav: 10.6755
      • optioncode: D
      • plancode: DP
      • prodcode: AMDP
      • recdt: 08-May-2026
      • navchng: 0.07
      • navchngper: 0.51

    • 1:

      • latnav: 10.6755
      • optioncode: R
      • plancode: DP
      • prodcode: AMDP
      • nav_date: 08-May-2026
      • nav_amount: 12.8792
      • recdt: 08-May-2026
      • navchng: 0.07
      • navchngper: 0.51

    • 2:

      • latnav: 10.6863
      • optioncode: G
      • plancode: GD
      • prodcode: AMGD
      • nav_date: 08-May-2026
      • nav_amount: 12.8936
      • recdt: 08-May-2026
      • navchng: 0.07
      • navchngper: 0.51

    • 3:

      • latnav: 10.6752
      • optioncode: G
      • plancode: GP
      • prodcode: AMGP
      • nav_date: 08-May-2026
      • nav_amount: 12.8788
      • recdt: 08-May-2026
      • navchng: 0.07
      • navchngper: 0.51

    • 4:

      • latnav: 10.686
      • optioncode: D
      • plancode: PD
      • prodcode: AMPD
      • recdt: 08-May-2026
      • navchng: 0.07
      • navchngper: 0.51

    • 5:

      • latnav: 10.686
      • optioncode: R
      • plancode: PD
      • prodcode: AMPD
      • nav_date: 08-May-2026
      • nav_amount: 12.8933
      • recdt: 08-May-2026
      • navchng: 0.07
      • navchngper: 0.51

  • returns:

    • 0:

      • oneYear_Ret: 7.35
      • oneYear_marketValue: 10734.863796796284
      • inception_Ret: 6.5
      • inception_marketValue: 10675.5
      • latNavDate: 2026-03-31
      • prodcode: AMDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 7.45
      • oneYear_marketValue: 10745.291651164895
      • inception_Ret: 6.6
      • inception_marketValue: 10686.3
      • latNavDate: 2026-03-31
      • prodcode: AMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153364
      • cmt_schcode: 45540
      • isin: INF247L01EP5

    • 2:

      • oneYear_Ret: 7.35
      • oneYear_marketValue: 10734.562128570999
      • inception_Ret: 6.49
      • inception_marketValue: 10675.2
      • latNavDate: 2026-03-31
      • prodcode: AMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153365
      • cmt_schcode: 45538
      • isin: INF247L01ES9

    • 3:

      • oneYear_Ret: 7.45
      • oneYear_marketValue: 10744.98999507295
      • inception_Ret: 6.6
      • inception_marketValue: 10686.0
      • latNavDate: 2026-03-31
      • prodcode: AMPD
      • plancode: PD
      • optioncode: D

Historical Performance

CAGR

planList:

  • 0:

    • optionName: Growth
    • sixth_char_name: D
    • planCode: GD
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • optionCode: G
    • planName: Direct
    • groupedName: Direct Growth
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01EP5
    • amfi_schcode: 153364
    • cmt_schcode: 45540

  • 1:

    • optionName: Growth
    • sixth_char_name: R
    • planCode: GP
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • optionCode: G
    • planName: Regular
    • groupedName: Regular-Growth
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01ES9
    • amfi_schcode: 153365
    • cmt_schcode: 45538

  • 2:

    • optionName: IDCW Reinvestment
    • sixth_char_name: R
    • planCode: DP
    • planNameOriginal: Regular Reinvestment
    • groupedCode: DPR
    • optionCode: R
    • planName: Regular
    • groupedName: Regular IDCW Reinvestment
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01EU5
    • amfi_schcode: 153366
    • cmt_schcode: 45539

  • 3:

    • optionName: IDCW Payout
    • sixth_char_name: R
    • planCode: DP
    • planNameOriginal: Regular Payout
    • groupedCode: DPD
    • optionCode: D
    • planName: Regular
    • groupedName: Regular IDCW Payout
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 4:

    • optionName: IDCW Payout
    • sixth_char_name: D
    • planCode: PD
    • planNameOriginal: Direct Payout
    • groupedCode: PDD
    • optionCode: D
    • planName: Direct
    • groupedName: Direct IDCW Payout
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • optionName: IDCW Reinvestment
    • sixth_char_name: R
    • planCode: DP
    • planNameOriginal: Regular Reinvestment
    • groupedCode: DPR
    • optionCode: R
    • planName: Regular
    • groupedName: Regular IDCW Reinvestment
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01EU5
    • amfi_schcode: 153366
    • cmt_schcode: 45539

  • returns:

    • 0:

      • oneYear_Ret: 7.35
      • oneYear_marketValue: 10734.863796796284
      • inception_Ret: 6.5
      • inception_marketValue: 10675.5
      • latNavDate: 2026-03-31
      • prodcode: AMDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 7.45
      • oneYear_marketValue: 10745.291651164895
      • inception_Ret: 6.6
      • inception_marketValue: 10686.3
      • latNavDate: 2026-03-31
      • prodcode: AMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153364
      • cmt_schcode: 45540
      • isin: INF247L01EP5

    • 2:

      • oneYear_Ret: 7.35
      • oneYear_marketValue: 10734.562128570999
      • inception_Ret: 6.49
      • inception_marketValue: 10675.2
      • latNavDate: 2026-03-31
      • prodcode: AMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153365
      • cmt_schcode: 45538
      • isin: INF247L01ES9

    • 3:

      • oneYear_Ret: 7.45
      • oneYear_marketValue: 10744.98999507295
      • inception_Ret: 6.6
      • inception_marketValue: 10686.0
      • latNavDate: 2026-03-31
      • prodcode: AMPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2009

style
table-wrapper
id
performance-graph

Periodic Returns

Data as on 31 Mar 2026

CAGR
Current value of Investment of ₹10,000

NIL

See other funds managed by the Fund Manager

style
periodicreturn, table-wrapper
id
periodic-returns

Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

Search a fund

Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

View other calculators

#

Disclaimer:

style
table-wrapper, compounding, fdp-calculator
id
past-performance-calculator

Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

style
table-wrapper, why-fund
id
why-this-fund-section

Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

style
table-wrapper, tabdiv
id
custom-tab

    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • methodology:

    NIL

  • indexMethodology:

    NIL

  • investmentObjective:

    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

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switchout amongst the plans within the same scheme.

  • aum:

    • 0:

      • latestAum: 330.4546
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: AMDP

    • 1:

      • latestAum: 330.4546
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: AMDP

    • 2:

      • latestAum: 330.4546
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: AMGD

    • 3:

      • latestAum: 330.4546
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: AMGP

    • 4:

      • latestAum: 330.4546
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: AMPD

    • 5:

      • latestAum: 330.4546
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: AMPD

  • portfolioTurnoverRatio: 3.19

  • planList:

    • 0:

      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • planName: Direct
      • groupedName: Direct Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01EP5
      • amfi_schcode: 153364
      • cmt_schcode: 45540

    • 1:

      • optionName: Growth
      • sixth_char_name: R
      • planCode: GP
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • optionCode: G
      • planName: Regular
      • groupedName: Regular-Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01ES9
      • amfi_schcode: 153365
      • cmt_schcode: 45538

    • 2:

      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EU5
      • amfi_schcode: 153366
      • cmt_schcode: 45539

    • 3:

      • optionName: IDCW Payout
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • optionCode: D
      • planName: Regular
      • groupedName: Regular IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • optionName: IDCW Payout
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • optionCode: D
      • planName: Direct
      • groupedName: Direct IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EU5
      • amfi_schcode: 153366
      • cmt_schcode: 45539

  • benchmark: Nifty 500 TRI

  • expenseRatioDirect: 2.58%

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 500 TRI (PRIMARY)
      • latNavDate: 2026-03-31
      • latnav: 32813.14
      • oneYear_Ret: -2.883960842392874
      • inception_Ret: 2.077556382609269
      • bmcode: 2009.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

330.4546

2026-03-31T00:00:00

Portfolio Turnover Ratio

3.19

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 TRI

Total Expense Ratio

2.58%

Inception date

2026-03-31

Entry Load

NIL

Exit Load Policy

style
table-wrapper
id
key-facts-section

Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • dateOfAllotment: 2025-03-17

    • nfoStartDate: 24-Feb-2025

    • exitLoad:

      1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switchout amongst the plans within the same scheme.

    • exitLoadShort: NIL

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO45538

    • CMOTSAMCCode: 38442

    • schemeName: Motilal Oswal Active Momentum Fund

    • nfoEndDate: 10-Mar-2025

    • fundCategoryCode: MF

    • schcode: AM

  • fundManager:

    • 0:

      • dropdownField: MF

      • fundManagerName: Ajay Khandelwal

      • description:

        Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

      • designation: Executive Group Vice President

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal

    • 1:

      • dropdownField: MF

      • fundManagerName: Rakesh Shetty

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • designation: Fund Manager/Dealer

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • dropdownField: MF

      • fundManagerName: Varun Sharma

      • description:

        Mr. Varun Sharma, holds a PGDM from the Indian Institute of Management – Kolkata. He boasts an impressive career with over 15 years of extensive experience in Investment Management. Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade to Franklin Templeton as a Fund Manager.

      • designation: Executive Group Vice President

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-varun-sharma.png

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/varun-sharma

    • 3:

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-vishal-ashar.png

      • fundManagerName: Vishal Ashar

      • description:

        Mr. Vishal Ashar boasts over 18 years of comprehensive expertise in fund management, a testament to his distinguished professional journey. His career is highlighted by significant tenures at prominent institutions such as NJ Asset Management, India Bulls Asset Management, and Motilal Oswal. Before his current role at MOAMC, Mr. Ashar dedicated four years to NJ Asset Management as a Fund Manager and Equity Dealer, following a six-year association with the Motilal Oswal Group. His extensive experience and notable contributions underscore his commitment and profound impact on the field of fund management.

      • designation: Arbitrage Dealer and Fund Manager

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/vishal-ashar

    • 4:

      • dropdownField: MF

      • fundManagerName: Bhalchandra Shinde

      • description:

        Mr. Bhalchandra Shinde has over 13 years of extensive experience in equity research, a testament to his professional journey marked by significant expertise and contributions to the field. Before assuming his current role at MOAMC, Mr. Shinde dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, where he oversaw research across various sectors, including Auto, Oil and Gas, and Real Estate. His career also includes notable associations with Max Life Insurance and Centrum Broking, further underscoring his commitment and impact on the field of equity research.

      • designation: Associate Fund Manager

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-bhalchandra-shinde.png

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/bhalchandra-shinde

style
table-wrapper
id
fund-manager-section

Downloads

style
download, table-wrapper
id
downloadsec

Frequently Asked Questions

What is the investment objective of Motilal Oswal Active Momentum Fund (NFO)?

  • 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.

What is the strategy behind Motilal Oswal Active Momentum Fund (NFO)?

The scheme aims to generate returns by investing in securities of companies exhibiting robust momentum, utilizing a proprietary quantitative model to rank stocks based on price trends, growth metrics, and return indicators. The investment universe consists of the top 1,000 companies by market capitalization, with the momentum score calculated using one or multiple metrics, such as price change over different periods. The fund manager reviews the model's output and market conditions to select stocks and determine their weights. The scheme may invest across market caps and sectors, focusing on high-growth, high-quality companies. It retains flexibility to allocate up to 100% in equity derivatives for hedging during negative market conditions and may invest up to 20% in non-momentum-based strategies. The portfolio is actively managed and regularly adjusted to maintain momentum exposure while optimizing risk-adjusted returns.

What are the key features of Motilal Oswal Active Momentum Fund (NFO)?

Portfolio Construction: The portfolio will be balanced on monthly basis, ensuring alignment with the strategy and market trends.
Stock Selection: The fund will consist of ~30 equally weighted stocks, providing balanced exposure across the selected companies.
~As per current FM strategy

What is the risk level associated with Motilal Oswal Active Momentum Fund (NFO)?

The Scheme will be subject to various risks, including but not limited to market risk, business risk, derivatives risk, concentration risk, liquidity risk, credit/default risk, counterparty risk, interest rate risk, reinvestment risk, basis risk, spread risk, duration risk, settlement risk, performance risk, prepayment risk, and risks associated with investments in REITs and InvITs. As a thematic, momentum-based equity fund, the Scheme may exhibit higher volatility compared to other diversified equity schemes. Momentum trading risks include entering positions too early, exiting too late, and missing key trends, which may result in significant losses. The focus on a specific theme may limit the Scheme’s ability to invest in other companies or themes, and there is a risk that companies within the theme may not meet expected earnings results or that market changes or internal company developments could negatively affect investment outcomes. Additionally, risks related to securities lending, investment in debt instruments with special features, and Tri-party Repo trade settlement may also apply. As with all equity investments, there can be no assurance that the investment objective of the Scheme will be realized.

How frequently does Motilal Oswal Active Momentum Fund (NFO) rebalance its portfolio?

On a monthly basis

What will be the advantage of monthly rebalancing for Motilal Oswal Active Momentum Fund (NFO)?

Since momentum signal are short-lived a higher frequency rebalancing is more efficient. Rebalancing on a monthly basis considerably improves the returns of the index.

Who is the Fund Manager of Motilal Oswal Active Momentum Fund (NFO)

Mr. Ajay Khandelwal & Mr. Varun Sharma for the equity component & Mr. Rakesh Shetty for debt component.

What is the track record of the fund manager of Motilal Oswal Active Momentum Fund (NFO)?

Mr. Ajay Khandelwal has 13 years of experience in fund management and research related activity. Mr. Varun Sharma has an impressive career with over 15 years of extensive experience in Investment Management. Mr. Rakesh Shetty has more than 15 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking.

What is the benchmark of Motilal Oswal Active Momentum Fund?

Nifty 500 Total Return Index

Is there any Market cap based orientation that Motilal Oswal Active Momentum Fund will take?

No, the fund will be market cap agnostic

Will Motilal Oswal Active Momentum Fund as follow the Hi-Quality and Hi-Growth investment style?

The fund will be actively managed and will have the flexibility to invest across market caps and sectors with a focus on high-quality high growth companies

Can I invest in this NFO through SIP (Systematic Investment Plan)?

Yes

What is the taxation applicable to investors for Motilal Oswal Active Momentum Fund?

  • The scheme being equity oriented Indexation benefit is not applicable.
  • Capital Gains tax rates are excluding Surcharge & education cess. For details on taxation, please refer to the clause on Taxation in the Scheme Additional Information (SAI)

Can I invest after the NFO period of Motilal Oswal Active Momentum Fund?

Yes

What is the lock-in period, if any?

This is an open-ended scheme. Hence, the same is not applicable.

How do I invest in Motilal Oswal Active Momentum Fund NFO?

Through our website/app/distributor

What is the minimum investment amount for Motilal Oswal Active Momentum Fund?

For Lumpsum: Rs.500/- and in multiples of Re. 1/- thereafter. For details pertaining to minimum application amount pertaining to Systematic Investment Plan (SIP) refer scheme information document of the scheme

Can I invest online in Motilal Oswal Active Momentum Fund (NFO)?

Yes

What NAV will I get, if I invest in NFO period of Motilal Oswal Active Momentum Fund?

A NAV of approximately ₹ 10.0000/-

Load More

style
table-wrapper, freq-ask-ques, fdp-faq, fdp-faq-change

Learn With Motilal Oswal

style
table-wrapper, learning-fdp
id
content-library

People are also looking at

style
table-wrapper
id
people-also-like

Product Label

Scheme Risk- O-Meter
risk-meter
Nifty 100 TRI Risk- O-Meter
risk-meter

This product is suitable for investors who are seeking*

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

style
table-wrapper, product-label, fdp-risk-o-meter
id
product-label

Invest Now

style
table-wrapper, fdp-sticky-nav