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 | 14.0993 |
|---|---|
| Category | Sectoral / Thematic |
| Plan | Direct · 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 | 3.25% |
| AUM | ₹3.01 Cr |
Growth of ₹10,000₹14,07821 Mar 2025 to 2 Sep 2026
₹14,078 (+26.6% 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 | ₹9,721 |
| 21 Apr 2025 | ₹9,996 |
| 28 Apr 2025 | ₹9,918 |
| 5 May 2025 | ₹9,951 |
| 12 May 2025 | ₹10,014 |
| 19 May 2025 | ₹10,373 |
| 26 May 2025 | ₹10,479 |
| 2 Jun 2025 | ₹10,736 |
| 9 Jun 2025 | ₹11,065 |
| 16 Jun 2025 | ₹10,882 |
| 23 Jun 2025 | ₹10,929 |
| 30 Jun 2025 | ₹11,207 |
| 7 Jul 2025 | ₹11,110 |
| 14 Jul 2025 | ₹11,057 |
| 21 Jul 2025 | ₹11,136 |
| 28 Jul 2025 | ₹10,805 |
| 4 Aug 2025 | ₹10,938 |
| 11 Aug 2025 | ₹10,828 |
| 18 Aug 2025 | ₹11,023 |
| 25 Aug 2025 | ₹11,301 |
| 1 Sep 2025 | ₹11,209 |
| 8 Sep 2025 | ₹11,229 |
| 15 Sep 2025 | ₹11,487 |
| 22 Sep 2025 | ₹11,542 |
| 30 Sep 2025 | ₹11,190 |
| 6 Oct 2025 | ₹11,569 |
| 13 Oct 2025 | ₹11,657 |
| 20 Oct 2025 | ₹12,183 |
| 27 Oct 2025 | ₹12,209 |
| 3 Nov 2025 | ₹12,054 |
| 10 Nov 2025 | ₹12,062 |
| 17 Nov 2025 | ₹12,613 |
| 24 Nov 2025 | ₹12,288 |
| 1 Dec 2025 | ₹12,527 |
| 8 Dec 2025 | ₹12,034 |
| 15 Dec 2025 | ₹12,112 |
| 22 Dec 2025 | ₹12,232 |
| 29 Dec 2025 | ₹12,087 |
| 5 Jan 2026 | ₹12,419 |
| 12 Jan 2026 | ₹12,104 |
| 19 Jan 2026 | ₹12,092 |
| 27 Jan 2026 | ₹11,671 |
| 2 Feb 2026 | ₹11,565 |
| 9 Feb 2026 | ₹12,118 |
| 16 Feb 2026 | ₹11,923 |
| 23 Feb 2026 | ₹11,867 |
| 2 Mar 2026 | ₹11,743 |
| 9 Mar 2026 | ₹11,328 |
| 16 Mar 2026 | ₹10,959 |
| 23 Mar 2026 | ₹10,713 |
| 30 Mar 2026 | ₹10,671 |
| 6 Apr 2026 | ₹10,980 |
| 13 Apr 2026 | ₹11,579 |
| 20 Apr 2026 | ₹11,862 |
| 27 Apr 2026 | ₹12,351 |
| 4 May 2026 | ₹12,414 |
| 11 May 2026 | ₹12,728 |
| 18 May 2026 | ₹12,471 |
| 25 May 2026 | ₹12,795 |
| 1 Jun 2026 | ₹13,065 |
| 8 Jun 2026 | ₹13,348 |
| 15 Jun 2026 | ₹13,486 |
| 22 Jun 2026 | ₹13,969 |
| 29 Jun 2026 | ₹13,636 |
| 6 Jul 2026 | ₹13,696 |
| 13 Jul 2026 | ₹13,608 |
| 20 Jul 2026 | ₹13,507 |
| 27 Jul 2026 | ₹13,512 |
| 3 Aug 2026 | ₹13,638 |
| 10 Aug 2026 | ₹14,102 |
| 17 Aug 2026 | ₹14,129 |
| 24 Aug 2026 | ₹14,168 |
| 31 Aug 2026 | ₹14,398 |
| 2 Sep 2026 | ₹14,078 |
Performance (trailing, annualised)
| 1Y annualised | 25.27% |
|---|
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 ₹1,38,851 | 30.24% |
|---|
₹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) | 11.96% |
| Maximum drawdown | -16.58% |
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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