NAV
12.48(0.42%)Fund Size (CR)
₹317.91Expense Ratio
2.65Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹100Minimum Withdrawal
₹500Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment1%Return Since Launch
24.28%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Ajay Khandelwal
Bench Mark
Nifty 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 29 December 2025 | 10274.39 | 2.74% | - | 1.72% | 164/964 |
| 1 Month | 5 December 2025 | 10140.01 | 1.40% | - | 1.20% | 423/960 |
| 3 Month | 3 October 2025 | 10808.84 | 8.09% | - | 3.24% | 73/920 |
| 6 Month | 4 July 2025 | 11123.65 | 11.24% | - | 2.86% | 62/880 |
| 1 Year | - | - | - | - | - | -/- |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | 17 March 2025 | 12427.90 | 24.28% | 24.28% | 13.12% | 58/964 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 April 2025 | 1,00,000 | 112448.25 | 12.45% | 12.45% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Monthly Investment (₹)
Expected Returns Rate (%)
Time Period (in Years)
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
4.00%
Standard Deviation
1.07%
Beta
2.18%
Sharpe Ratio
0.15%
Treynor's Ratio
15.88%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Multi Comm. Exc. | 5.42% | 17116 | 17.24 | Equity | Financial Services |
| SBI | 5.36% | 174000 | 17.03 | Equity | Banks |
| Ather Energy | 5.11% | 226451 | 16.26 | Equity | Automobile |
| Shaily Engineer. | 4.43% | 54170 | 14.10 | Equity | Plastic products |
| Muthoot Finance | 4.32% | 36705 | 13.74 | Equity | Finance |
| One 97 | 4.22% | 101568 | 13.41 | Equity | E-Commerce/App based Aggregator |
| L&T Finance Ltd | 3.90% | 396738 | 12.39 | Equity | Finance |
| LG Electronics | 3.88% | 74321 | 12.33 | Equity | Consumer Durables |
| Jain Resource | 3.46% | 276160 | 11.00 | Equity | Non Ferrous Metals |
| GE Vernova T&D | 3.38% | 37280 | 10.74 | Equity | Capital Goods - Electrical Equipment |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct (G) | 423.45 | 2.94% | 6.81% | 34.68% | 56.10% | 40.45% | |
| Nippon India Taiwan Equity Fund - Direct (IDCW) | 423.45 | 2.94% | 6.81% | 34.68% | 56.10% | 40.45% | |
| Aditya Birla SL International Equity Fund - Direct (G) | 273.54 | 2.06% | 3.98% | 15.07% | 36.66% | 17.48% | |
| Aditya Birla SL International Equity Fund - Direct (IDCW) | 273.54 | 2.06% | 3.98% | 15.07% | 36.66% | 17.48% | |
| Franklin Asian Equity Fund - Direct (G) | 297.29 | 4.57% | 8.01% | 18.57% | 27.54% | 14.37% |
List of Schemes under Motilal Oswal Mutual Fund
News
Motilal Oswal MF launches Diversified Flexicap Passive Fund Of Funds
Motilal Oswal Mutual Fund has launched a new scheme, the Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds. The new fund offer opened on 2 January 2026, and will close on 15 January 2026.The open-ended fund of funds will invest in passive equity funds and ETFs to provide diversified exposure across large-cap, mid-cap and small-cap segments through a structured allocation model. The scheme will begin with an equal allocation of one-third each to large, mid and small caps.
Allocations will be reviewed quarterly and rebalanced only if any segment deviates by more than 5% from its target weight. According to the fund house, this approach is intended to systematically rebalance portfolios by trimming outperforming segments and increasing exposure to underweighted segments, without relying on market timing.
The scheme aims to address challenges faced by investors in predicting market-cap leadership cycles, as leadership has historically rotated between large, mid and small caps across market cycles. By investing through passive instruments, the fund seeks to avoid structural large-cap bias seen in several flexicap strategies.
The benchmark for the scheme is the Nifty 500 Total Return Index. The minimum investment during the NFO period is Rs 500, with additional investments in multiples of Re 1. On an ongoing basis, the minimum lump sum investment remains Rs 500.
An exit load of 1% will be applicable if units are redeemed within 15 days from the date of allotment, with no exit load thereafter. The fund will be managed by Swapnil Mayekar for the equity component and Rakesh Shetty for the debt component.
Motilal Oswal Asset Management Company said the scheme is suitable for investors seeking long-term capital growth through diversified exposure to equity market segments using a passive investment approach.
Powered by Capital Market - Live News
Motilal Oswal Mutual Fund announces change in Key Personnel
Motilal Oswal Mutual Fund has announced the Mr. Sandeep Jain has been as Key Personnel of Motilal Asset Management Company Ltd, with effect from December 05, 2025.Details of Mr. Sandeep Jain
Age: 42 years
Designation: Key Personnel
Qualification: Chartered Accountant and B.Com. (Honours) from University of Kolkata
Powered by Capital Market - Live News
Motilal Oswal Mutual Fund announces change in the fund management structure
Motilal Oswal Mutual Fund has announced change in the fund management structure pertaining to the schemes of Motilal Oswal Mutual Fund (MOMF). Mr. Sunil Sawant has been ceased to be fund manager with effect from the closing hours of November 17, 2025. The overseas component will henceforth be managed by Mr. Swapnil Mayekar for the following schemes:Motilal Oswal Balanced Advantage Fund
Motilal Oswal Business Cycle Fund
Motilal Oswal Digital India Fund
Motilal Oswal Flexi Cap Fund
Motilal Oswal Focused Fund
Motilal Oswal Large and Midcap Fund
Motilal Oswal Large Cap Fund
Motilal Oswal Manufacturing Fund
Motilal Oswal Midcap Fund
Motilal Oswal Multi Cap Fund
Motilal Oswal Small Cap Fund
Motilal Oswal Innovation Opportunities Fund
Motilal Oswal Infrastructure Fund
Motilal Oswal Services Fund
Motilal Oswal Special Opportunities Fund
Motilal Oswal Consumption Fund
Powered by Capital Market - Live News
Fund House Details & Investment Objective
Date of Incorporation
24 February 2025
Total AUM (Cr)
₹317.91
Motilal Oswal Active Momentum Fund - Reg (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 24 February 2025, this fund is managed by Ajay Khandelwal. With assets under management (AUM) worth ₹317.91 (Cr), as of 6 January 2026, Motilal Oswal Active Momentum Fund - Reg (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 24.28% since its launch.
The current NAV of Motilal Oswal Active Momentum Fund - Reg (G) is ₹12.48, as on 6 January 2026. The fund's benchmark index is Nifty 500 TRI. You can invest in Motilal Oswal Active Momentum Fund - Reg (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 92.26% in Equity, 3.68% in Debt and 4.06% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.94% in Cash & Others, 13.19% in Electrical Equipments, 11.98% in Automobiles, 11.41% in Industrial Products, 7.17% in Aerospace & Defense