Motilal Oswal Active Momentum Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -4.91% | -5.74% | 2.00% | 13.81% | 13.20% | – | – | – | – |
NAV history
About this fund
Motilal Oswal Active Momentum Fund is a sectoral/thematic equity fund offered by Motilal Oswal Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹13.81, with assets under management of about ₹477 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Motilal Oswal Active Momentum Fund has recorded a return of about 13.2%. Its annualised volatility is 17.1% — relatively large fluctuations — and its Sharpe ratio is 0.39, a measure of return per unit of risk taken. The direct-plan base expense ratio is 1.82%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 23.74 | 24.50 | 7.13 | 32.95 | 100% | 94% |
Further reading: Why a single trailing return misleads, measured across 830 funds
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Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Quality Fund Equity Scheme - Sectoral/Thematic | -3.83 | -3.01 | -0.29 | -1.25 | – | – | – | 0.79 |
| Motilal Oswal Services Fund Equity Scheme - Sectoral/Thematic | -5.64 | 0.37 | 8.68 | 4.33 | – | – | – | 0.86 |
| Axis Services Opportunities Fund Equity Scheme - Sectoral/Thematic | -7.64 | -7.27 | -2.65 | -10.78 | – | – | – | 0.67 |
| Sundaram Multi-Factor Fund Equity Scheme - Sectoral/Thematic | -4.90 | -5.91 | -9.07 | -10.53 | – | – | – | 0.65 |
| ICICI Prudential Active Momentum Fund Equity Scheme - Sectoral/Thematic | -7.52 | -6.49 | -5.88 | -2.79 | – | – | – | 0.82 |
| Bandhan Multi-Factor Fund Equity Scheme - Sectoral/Thematic | -7.41 | -12.04 | -13.18 | -11.66 | – | – | – | 0.68 |
| Kotak Active Momentum Fund Equity Scheme - Sectoral/Thematic | -7.84 | -6.73 | -3.01 | -1.33 | – | – | – | – |
| Baroda BNP Paribas Business Conglomerates Fund Equity Scheme - Sectoral/Thematic | -5.50 | -6.43 | -4.77 | -7.58 | – | – | – | 0.72 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market Index Fund Other Scheme - Index Funds | -4.25 | -5.09 | -3.20 | 9.06 | – | – | – | 0.40 |
| Motilal Oswal Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.54 | 3.20 | 6.98 | – | – | – | 0.10 |
| Motilal Oswal Innovation Opportunities Fund Sectoral/Thematic - Innovation | -10.04 | -4.33 | 8.83 | 3.72 | – | – | – | 0.79 |
| Motilal Oswal Infrastructure Fund Sectoral/Thematic - Infrastructure | -6.21 | -5.68 | -4.82 | -2.82 | – | – | – | 0.82 |
| Motilal Oswal BSE 1000 Index Fund Other Scheme - Index Funds | -5.10 | -5.88 | -4.56 | -7.61 | – | – | – | 0.35 |
| Motilal Oswal Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.44 | 3.53 | 10.40 | 10.00 | – | – | – | 2.00 |
| Motilal Oswal Consumption Fund Sectoral/Thematic - Consumption | -4.58 | 2.10 | 18.85 | – | – | – | – | 0.47 |
| Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Other Scheme - FoF Domestic | -6.64 | -6.62 | -3.43 | – | – | – | – | 0.09 |