Investment Objective and Approach

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. 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 fund follows a systematic momentum-driven investment strategy with several key features:

- Investment Universe: 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

- Portfolio Construction: The fund manager reviews the model's output and market conditions to select stocks and determine their weights

- Asset Allocation: The fund will allocate 80-100% to equity and equity-related instruments related to the momentum theme

- Benchmark: The fund will be benchmarked against the Nifty 500 Total Return Index

- Risk Management: 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 fund maintains flexibility across market capitalizations and sectors, focusing on high-growth, high-quality companies that demonstrate strong price momentum and fundamental strength.

Fund Managers

The fund is managed by a team of experienced investment professionals:

- Vishal Ashar: Vishal Ashar is the Current Fund Manager of Motilal Oswal Active Momentum Fund Direct Growth fund. Mr. Ashar has done MBA in Finance. Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan

- Varun Sharma: Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta

- Ajay Khandelwal: Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys

- Rakesh Shetty: The fund management team also includes Rakesh Shetty as a co-manager

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL). It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show.

The company has grown significantly over the years:

- Investment Philosophy: They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. 'Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks

- Total AUM: Currently, Motilal Oswal Mutual Fund has a portfolio with a net AuM of Rs. 45,993.97 Crore

- Fund Range: Motilal Oswal Mutual Fund offers 34 schemes across various categories, including 14 equity, 5 debt, and 5 hybrid mutual funds

- Team Size: Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team

Should I Invest in Motilal Oswal Active Momentum Fund?

This fund is suitable for investors who:

- Risk Tolerance: Have a high-risk appetite as the risk-o-meter of Motilal Oswal Active Momentum Fund is Very High

- Investment Horizon: Seek long-term capital appreciation with a minimum 5-7 year investment horizon

- Investment Philosophy: Believe in momentum investing and want exposure to stocks with strong price trends

- Market Conditions: Understand that Momentum investing can yield significant returns in trending markets, but it is crucial to understand the potential for volatility during market downturns

Key Fund Details (as of August 2025):

- NAV: ₹11.32 as of August 22-25, 2025

- AUM: ₹124 Cr worth of assets under management (AUM) as on Aug 2025

- Expense Ratio: 2.56% as of 25th July 2025

- Minimum Investment: ₹500 for the lump sum option and ₹500 for the SIP option

- Exit Load: 1% will be applicable if units are redeemed within three months of allotment, with no exit load thereafter

The fund is relatively new, having been started on 17 March, 2025, so investors should consider this when evaluating its track record.

FAQs

What is today's NAV of Motilal Oswal Active Momentum Fund?

The current NAV is ₹11.32 as of August 25, 2025. NAV is updated daily and reflects the per-unit value of the fund.

What is the AUM of Motilal Oswal Active Momentum Fund?

The fund has an AUM of ₹124 crores as of August 2025, which indicates the total assets under management.

What is the expense ratio of Motilal Oswal Active Momentum Fund?

The expense ratio is 2.56% as of July 2025, representing the annual fee charged for fund management.

What are the returns of Motilal Oswal Active Momentum Fund since inception?

The fund has delivered a CAGR return of 13.24% since its inception in March 2025. However, given its recent launch, long-term performance data is limited.

What is the minimum SIP amount to invest in Motilal Oswal Active Momentum Fund?

The minimum SIP amount is ₹500 per month. You can also invest a lumpsum amount starting from ₹500.

How do I invest in Motilal Oswal Active Momentum Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing SIP or lumpsum option, and setting up payment instructions.

How to start a SIP in Motilal Oswal Active Momentum Fund?

Start a SIP through Allvest by selecting the fund, choosing SIP option, setting monthly investment amount (minimum ₹500), and selecting your preferred investment date.

How do I automate an SIP in Motilal Oswal Active Momentum Fund?

Set up auto-debit through Allvest using bank mandate or UPI autopay to ensure seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Active Momentum Fund?

You can redeem your units through Allvest platform anytime. Note that 1% exit load applies if redeemed within 90 days of investment.