Motilal Oswal Active Momentum Fund
Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.
| Latest NAV2 Sep 2026 | 14.0791 |
|---|---|
| Category | Sectoral / Thematic |
| Plan | Regular · Idcw |
| Launched | 24 Feb 2025 |
| Risk labelthe scheme's own riskometer | Very High |
| Legal benchmarkSEBI Tier-1 | Nifty 500 TRI |
| Expense ratiodirect plan, a year | 3.36% |
| AUM | ₹0.98 Cr |
Growth of ₹10,000₹14,05821 Mar 2025 to 2 Sep 2026
₹14,058 (+26.5% a year) Motilal Oswal Active Momentum Fund
| Point | Motilal Oswal Active Momentum Fund |
|---|---|
| 21 Mar 2025 | ₹10,000 |
| 24 Mar 2025 | ₹9,975 |
| 31 Mar 2025 | ₹9,930 |
| 7 Apr 2025 | ₹9,057 |
| 15 Apr 2025 | ₹9,720 |
| 21 Apr 2025 | ₹9,995 |
| 28 Apr 2025 | ₹9,917 |
| 5 May 2025 | ₹9,950 |
| 12 May 2025 | ₹10,013 |
| 19 May 2025 | ₹10,371 |
| 26 May 2025 | ₹10,477 |
| 2 Jun 2025 | ₹10,734 |
| 9 Jun 2025 | ₹11,062 |
| 16 Jun 2025 | ₹10,880 |
| 23 Jun 2025 | ₹10,926 |
| 30 Jun 2025 | ₹11,204 |
| 7 Jul 2025 | ₹11,107 |
| 14 Jul 2025 | ₹11,053 |
| 21 Jul 2025 | ₹11,132 |
| 28 Jul 2025 | ₹10,801 |
| 4 Aug 2025 | ₹10,933 |
| 11 Aug 2025 | ₹10,823 |
| 18 Aug 2025 | ₹11,018 |
| 25 Aug 2025 | ₹11,296 |
| 1 Sep 2025 | ₹11,204 |
| 8 Sep 2025 | ₹11,225 |
| 15 Sep 2025 | ₹11,482 |
| 22 Sep 2025 | ₹11,536 |
| 30 Sep 2025 | ₹11,185 |
| 6 Oct 2025 | ₹11,563 |
| 13 Oct 2025 | ₹11,651 |
| 20 Oct 2025 | ₹12,177 |
| 27 Oct 2025 | ₹12,202 |
| 3 Nov 2025 | ₹12,047 |
| 10 Nov 2025 | ₹12,054 |
| 17 Nov 2025 | ₹12,606 |
| 24 Nov 2025 | ₹12,281 |
| 1 Dec 2025 | ₹12,519 |
| 8 Dec 2025 | ₹12,026 |
| 15 Dec 2025 | ₹12,104 |
| 22 Dec 2025 | ₹12,224 |
| 29 Dec 2025 | ₹12,079 |
| 5 Jan 2026 | ₹12,410 |
| 12 Jan 2026 | ₹12,095 |
| 19 Jan 2026 | ₹12,082 |
| 27 Jan 2026 | ₹11,662 |
| 2 Feb 2026 | ₹11,555 |
| 9 Feb 2026 | ₹12,108 |
| 16 Feb 2026 | ₹11,913 |
| 23 Feb 2026 | ₹11,857 |
| 2 Mar 2026 | ₹11,732 |
| 9 Mar 2026 | ₹11,317 |
| 16 Mar 2026 | ₹10,949 |
| 23 Mar 2026 | ₹10,703 |
| 30 Mar 2026 | ₹10,660 |
| 6 Apr 2026 | ₹10,970 |
| 13 Apr 2026 | ₹11,567 |
| 20 Apr 2026 | ₹11,850 |
| 27 Apr 2026 | ₹12,338 |
| 4 May 2026 | ₹12,401 |
| 11 May 2026 | ₹12,714 |
| 18 May 2026 | ₹12,457 |
| 25 May 2026 | ₹12,780 |
| 1 Jun 2026 | ₹13,050 |
| 8 Jun 2026 | ₹13,332 |
| 15 Jun 2026 | ₹13,470 |
| 22 Jun 2026 | ₹13,952 |
| 29 Jun 2026 | ₹13,619 |
| 6 Jul 2026 | ₹13,679 |
| 13 Jul 2026 | ₹13,591 |
| 20 Jul 2026 | ₹13,490 |
| 27 Jul 2026 | ₹13,494 |
| 3 Aug 2026 | ₹13,620 |
| 10 Aug 2026 | ₹14,083 |
| 17 Aug 2026 | ₹14,109 |
| 24 Aug 2026 | ₹14,148 |
| 31 Aug 2026 | ₹14,377 |
| 2 Sep 2026 | ₹14,058 |
Performance (trailing, annualised)
| 1Y annualised | 25.14% |
|---|
Point-to-point from the fund's own published NAV; a period the history does not span is left out.
SIP returns
| SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,38,772 | 30.11% |
|---|
₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).
Risk
| Volatility (3Y) | 17.12% |
|---|---|
| Downside deviation (3Y) | 11.97% |
| Maximum drawdown | -16.61% |
Management
| Fund manager | Ajay Khandelwal (For Equity Component), Varun Sharma (For Equity Component), Vishal Ashar (For Equity Component), Bhalchandra Shinde (For Equity Component), Rakesh Shetty (For Debt Component) |
|---|---|
| Managing since | 30 Sep 2025 |
Related
Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.
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