Motilal Oswal Active Momentum Fund

by Motilal Oswal Mutual Fund · Direct Plan · Growth
6.3 / 10
BullWiser Honest Score
24.9%
1Y Return
9.4%
3Y CAGR
--
Exp. Ratio
Motilal Oswal Active Momentum Fund is an average performer in its category with a BullWiser Honest Score of 6.3/10 — above the Equity Scheme - Sectoral/ Thematic category median of 4.4/10 across 510 funds. Its 3-year CAGR of 9.4% underperforms the Equity Scheme - Sectoral/ Thematic category average of 10.9% by -1.5 percentage points. As a Direct plan, Motilal Oswal Active Momentum Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Motilal Oswal Active Momentum Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
24.9%
3Y CAGR
9.4%

vs Category Average — Equity Scheme - Sectoral/ Thematic

This fund
-1.5% vs category avg
TER data not available
This fund
+1.9 vs category avg

Category: Equity Scheme - Sectoral/ Thematic · 510 Direct-plan funds compared · 1% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Motilal Oswal Active Momentum Fund?
Motilal Oswal Active Momentum Fund has a BullWiser Honest Score of 6.3/10 (AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Motilal Oswal Active Momentum Fund?
The Total Expense Ratio (TER) of Motilal Oswal Active Momentum Fund Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Motilal Oswal Active Momentum Fund?
Motilal Oswal Active Momentum Fund has delivered 24.9% 1-year returns and 9.4% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Motilal Oswal Active Momentum Fund a good investment?
BullWiser rates Motilal Oswal Active Momentum Fund as AVERAGE (Honest Score 6.3/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Equity Scheme - Sectoral/ Thematic category.
How does Direct Plan differ from Regular Plan for Motilal Oswal Active Momentum Fund?
The Direct plan of Motilal Oswal Active Momentum Fund has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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