How to check the XIRR of Motilal Oswal Active Momentum Fund- Direct-IDCW?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Active Momentum Fund- Direct-IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Active Momentum Fund- Direct-IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Active Momentum Fund- Direct-IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Active Momentum Fund- Direct-IDCW

Motilal Oswal Mutual Fund

Expense Ratio: 2.55

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 24-02-2025

Exit Load: Nil

Fund Size:₹341.35 Cr

Performance

Fund22.01%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund26.06%

Cat. Avg.N/A

Fund Facts

Manager(s)

Mr. Vishal Ashar

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Jain Resource Recycling Limited	Equity	Listed	Small Cap	Diversified Metals	19.67	5.95%
2	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense	17.42	5.27%
3	Piramal Finance Limited	Equity	Listed	Mid Cap	Finance	15.37	4.65%
4	TVS Motor Company Limited	Equity	Listed	Large Cap	Automobiles	14.61	4.42%
5	Coal India Limited	Equity	Listed	Large Cap	Consumable Fuels	14.54	4.40%
6	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	14.46	4.37%
7	Lupin Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	13.18	3.99%
8	Shaily Engineering Plastics Limited	Equity	Listed	Small Cap	Consumer Durables	13.13	3.97%
9	KEI Industries Limited	Equity	Listed	Mid Cap	Industrial Products	13.07	3.95%
10	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	12.94	3.91%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	68046	+13.4%	+29.3%
SI	07 Apr, 25	80000	94694	+18.4%	+28.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.22 L.	+22.0%	+22.0%
SI	21 Mar, 25	1 L.	1.36 L.	+35.8%	+26.1%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.