Motilal Oswal Asset Management Company Ltd

Motilal Oswal Active Momentum Fund- Direct-Growth

As on 21 May 2025

Motilal Oswal Active Momentum Fund- Direct-Growth

Q: What kind of returns does Motilal Oswal Active Momentum Fund- Direct-Growth provide?

Motilal Oswal Active Momentum Fund- Direct-Growth aims to generate capital appreciation by investing mainly in public sector undertakings (PSUs). Historically, its returns have often shown moderate to high growth rate depending on market conditions. Motilal Oswal Active Momentum Fund- Direct-Growth had a return of NA over the past 1 year.

Q: How much expense ratio is charged by Motilal Oswal Active Momentum Fund- Direct-Growth?

The expense ratio for Motilal Oswal Active Momentum Fund- Direct-Growth, or any other mutual fund, is the yearly fee you pay for managing your investments. As of 21 May 2025, the expense ratio charged by Motilal Oswal Active Momentum Fund- Direct-Growth is typically around 1.81 %. This fee covers fund management, administrative, and other operational costs. It is relatively low compared to actively managed funds, reflecting its direct growth option.

Q: What is the AUM of Motilal Oswal Active Momentum Fund- Direct-Growth?

As of 21 May 2025, the Assets Under Management (AUM) of Motilal Oswal Active Momentum Fund- Direct-Growth is approximately ₹53.121 crore. The AUM can fluctuate based on market conditions and investor activity. It indicates the total value of assets managed by the fund.

Q: What is the NAV of Motilal Oswal Active Momentum Fund- Direct-Growth?

The Net Asset Value (NAV) of Motilal Oswal Active Momentum Fund- Direct-Growth is updated daily and reflects the per-unit value of the fund's assets. As of 21 May 2025 , the NAV is around undefined per unit, but this value might change based on market performance and fund holdings.

Q: What is the PE and PB ratio of Motilal Oswal Active Momentum Fund- Direct-Growth?

The PE ratio for Motilal Oswal Active Momentum Fund- Direct-Growth is 41.49 and the PB ratio is 10.39. The PE ratio is calculated by dividing the market price by the earnings per share, whereas the PB ratio is calculated by dividing the stock price by the book value per share.

Q: What is the exit load of Motilal Oswal Active Momentum Fund- Direct-Growth?

The exit load for Motilal Oswal Active Momentum Fund- Direct-Growth is 0% if units are redeemed within 30 days from the date of investment. After this period, no exit load is applicable. This fee is charged to discourage short-term trading and ensure long-term investment.

Equity

NAV

₹ 10.39

CAGR (3 Years)

AUM (Cr)

₹ 53.12

Risk

Very High Risk

About Motilal Oswal Active Momentum Fund- Direct-Growth

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. However, there can be no assurance that the investment objective of the scheme will be realized.

Breakdown of this Fund

Aerospace & Defence

20.42%

Air Transport Service

6.73%

Alcoholic Beverages

6.92%

Banks

9.91%

Chemicals

6.49%

Consumer Durables

12.56%

Debt Others

32.21%

Fertilizers

6.88%

Finance

19.46%

Financial Services

10.33%

Healthcare

12.88%

Hotels & Restaurants

3.06%

IT - Software

9.90%

Miscellaneous

6.66%

Pharmaceuticals

13.09%

Plastic products

5.97%

Printing & Stationery

3.26%

Steel

6.52%

Telecomm-Service

6.75%

Market Capitalization

Expense Ratio, Exit Load and Tax

Expense Ratio

1.81

Exit Load

Holding period from the date of allotment: <= 1 month 1% > 1 month Nil Note: No ...

Stamp Duty

0.005% (from July 1st, 2020)

Tax Implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.