Momentum Mutual Funds

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Top Performing Momentum Funds in India for High Returns

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
Nifty 200			-0.21%	1.56%	8.23%	-4.60%	-4.43%	-0.63%	1.62%	12.15%	10.63%	12.59%
Motilal Oswal Active Momentum Fund - Reg (G)	469.06	1 years	-1.32%	6.24%	22.85%	11.12%	10.78%	23.69%	-	-	-	-	Invest
Union Active Momentum Fund Regular Plan Growth	474.55	1 years	0.42%	4.58%	20.03%	12.96%	10.87%	8.98%	-	-	-	-	Invest
Nippon India Active Momentum Fund - Regular (G)	424.11	1 years	0.47%	3.33%	12.19%	5%	3.95%	7.88%	-	-	-	-	Invest
Quant Momentum Fund Regular - Growth	1359.93	2 years	0.33%	2.09%	18.03%	6.72%	6.28%	6.71%	0.31%	-	-	-	Invest
SAMCO ACTIVE MOMENTUM FUND -REGULAR PLAN-GROWTH	681.39	-	0.35%	4.59%	18.2%	10.38%	9.96%	1.56%	1.17%	-	-	-	Invest
ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND REGULAR PLAN GROWTH	70.28	10 months	-0.96%	1.06%	9.81%	0.98%	-0.32%	-	-	-	-	-	Invest
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)	115.66	1 years	-1.34%	-0.36%	13.35%	5.33%	6.56%	-0.22%	-	-	-	-	Invest
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Reg (G)	418.69	1 years	-1.13%	0.35%	10.56%	1.52%	2.04%	-0.25%	-	-	-	-	Invest
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)	274.63	2 years	-1.27%	-0.3%	13.45%	5.16%	6.61%	-0.25%	-1.74%	-	-	-	Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth	1675.75	3 years	-1.12%	0.36%	10.55%	1.35%	1.98%	-0.46%	-0.33%	20.21%	-	-	Invest
KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH	544.14	3 years	-0.24%	1.23%	8.5%	-0.82%	-0.47%	-2.06%	-5.96%	13.94%	-	-	Invest
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	8433.23	5 years	-0.23%	1.24%	8.49%	-0.88%	-0.48%	-2.2%	-6.25%	14.41%	11.85%	-	Invest
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	617.89	2 years	-0.23%	1.24%	8.47%	-0.93%	-0.56%	-2.38%	-6.68%	-	-	-	Invest
Nippon India Nifty 500 Momentum 50 Index Fund-Reg (G)	1201.81	1 years	0.19%	1.23%	11.69%	1.24%	2.31%	-2.41%	-	-	-	-	Invest
AXIS Nifty500 Momentum 50 Index Fund - Regular (G)	149.69	1 years	0.19%	1.21%	11.68%	1.2%	2.39%	-2.54%	-	-	-	-	Invest
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg (G)	782.20	1 years	0.19%	1.22%	11.66%	0.89%	2.22%	-2.62%	-	-	-	-	Invest
Bandhan Nifty 500 Momentum 50 Index Fund-Reg (G)	34.20	1 years	0.18%	1.22%	11.67%	1.08%	2.24%	-2.67%	-	-	-	-	Invest
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	124.61	3 years	-0.24%	1.22%	8.46%	-1.03%	-0.6%	-2.68%	-6.95%	13.49%	-	-	Invest
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan	961.00	4 years	-0.24%	1.22%	8.43%	-1.24%	-0.61%	-2.85%	-6.86%	13.78%	-	-	Invest
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund-Reg (G)	22.11	1 years	-0.25%	1.19%	8.3%	-1.29%	-0.76%	-3.15%	-	-	-	-	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Jun-2026	May-2026	Apr-2026	Mar-2026	Feb-2026	Jan-2026	Dec-2025	Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025

Fund Name	2026-Q2	2026-Q1	2025-Q4	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3

Fund Name	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
Motilal Oswal Active Momentum Fund - Reg (G)	469.06	Very High	18.32%	39.09%	-	-	-	-	35.29%	Invest
Union Active Momentum Fund Regular Plan Growth	474.55		13.84%	26.51%	-	-	-	-	17.55%	Invest
Nippon India Active Momentum Fund - Regular (G)	424.11	Very High	7.01%	13.36%	-	-	-	-	12.75%	Invest
Quant Momentum Fund Regular - Growth	1359.93	Very High	11.18%	19.45%	8.61%	-	-	-	8.33%	Invest
SAMCO ACTIVE MOMENTUM FUND -REGULAR PLAN-GROWTH	681.39	Very High	14.09%	19.58%	4.64%	-	-	-	7.17%	Invest
ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND REGULAR PLAN GROWTH	70.28	Average	4.73%	-	-	-	-	-	7.5%	Invest
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)	115.66	Very High	9.03%	13.76%	-	-	-	-	11.6%	Invest
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Reg (G)	418.69	Very High	6.43%	9.31%	-	-	-	-	6.35%	Invest
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)	274.63	Very High	8.78%	13.03%	4.77%	-	-	-	4.31%	Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth	1675.75	Very High	6.4%	9.02%	4.31%	9.11%	-	-	13.81%	Invest
KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH	544.14	Very High	3.21%	2.18%	-0.87%	3.51%	-	-	4.1%	Invest
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	8433.23	Very High	3.21%	2.11%	-0.96%	3.5%	10.31%	-	10.82%	Invest
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	617.89	Very High	3.18%	2.01%	-1.2%	-	-	-	-1.44%	Invest
Nippon India Nifty 500 Momentum 50 Index Fund-Reg (G)	1201.81	Very High	6.03%	6.77%	-	-	-	-	2.88%	Invest
AXIS Nifty500 Momentum 50 Index Fund - Regular (G)	149.69	Very High	6.05%	6.69%	-	-	-	-	6.49%	Invest
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg (G)	782.20	Very High	5.99%	6.33%	-	-	-	-	2.66%	Invest
Bandhan Nifty 500 Momentum 50 Index Fund-Reg (G)	34.20	Very High	6%	6.54%	-	-	-	-	3.81%	Invest
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	124.61	Very High	3.16%	1.84%	-1.39%	2.84%	-	-	7.84%	Invest
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan	961.00	Very High	3.14%	1.63%	-1.49%	2.94%	-	-	9.66%	Invest
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund-Reg (G)	22.11	Very High	3.06%	1.43%	-	-	-	-	0.22%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Motilal Oswal Active Momentum Fund - Reg (G)	Very High	-	-	-	-	Invest
Union Active Momentum Fund Regular Plan Growth		-	-	-	-	Invest
Nippon India Active Momentum Fund - Regular (G)	Very High	-	-	-	-	Invest
Quant Momentum Fund Regular - Growth	Very High	-	-	-	-	Invest
SAMCO ACTIVE MOMENTUM FUND -REGULAR PLAN-GROWTH	Very High	-	-	-	-	Invest
ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND REGULAR PLAN GROWTH	Average	-	-	-	-	Invest
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)	Very High	-	-	-	-	Invest
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Reg (G)	Very High	-	-	-	-	Invest
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)	Very High	-	-	-	-	Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth	Very High	20.13%	-	1.00%	0.74%	Invest
KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH	Very High	-	-	-	-	Invest
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	Very High	20.01%	-	1.00%	0.45%	Invest
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Very High	-	-	-	-	Invest
Nippon India Nifty 500 Momentum 50 Index Fund-Reg (G)	Very High	-	-	-	-	Invest
AXIS Nifty500 Momentum 50 Index Fund - Regular (G)	Very High	-	-	-	-	Invest
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg (G)	Very High	-	-	-	-	Invest
Bandhan Nifty 500 Momentum 50 Index Fund-Reg (G)	Very High	-	-	-	-	Invest
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	Very High	19.94%	-	1.00%	0.41%	Invest
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan	Very High	19.99%	-	-	0.42%	Invest
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund-Reg (G)	Very High	-	-	-	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Motilal Oswal Active Momentum Fund - Reg (G)	₹500	₹500	2.47%	Ajay Khandelwal	21-Mar 2025	Invest
Union Active Momentum Fund Regular Plan Growth	₹1000	₹1000	2.1%	-	23-Dec 2024	Invest
Nippon India Active Momentum Fund - Regular (G)	₹100	₹500	1.42%	Ashutosh Bhargava	06-Mar 2025	Invest
Quant Momentum Fund Regular - Growth	₹1000	₹5000	2.17%	Sanjeev Sharma	20-Nov 2023	Invest
SAMCO ACTIVE MOMENTUM FUND -REGULAR PLAN-GROWTH	₹250	₹5000	2.41%	Mr. Dhawal Dhanani	05-Jul 2023	Invest
ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND REGULAR PLAN GROWTH	₹500	₹500	0.9%		11-Aug 2025	Invest
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)	₹500	₹1000	1.06%	Sharwan Kumar Goyal	13-Feb 2025	Invest
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Reg (G)	₹100	₹100	0.93%	Devender Singhal	08-Oct 2024	Invest
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)	₹99	₹5000	0.89%	Ekta Gala	31-May 2024	Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth	₹100	₹100	1.05%	Bhavesh Jain	30-Nov 2022	Invest
KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH	₹100	₹100	0.68%	Abhishek Bisen	15-Jun 2023	Invest
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	₹500	₹1000	0.95%	Sharwan Kumar Goyal	10-Mar 2021	Invest
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	₹100	₹100	0.85%	Arun Agarwal	28-Feb 2024	Invest
Nippon India Nifty 500 Momentum 50 Index Fund-Reg (G)	₹100	₹1000	0.75%	Himanshu Mange	01-Oct 2024	Invest
AXIS Nifty500 Momentum 50 Index Fund - Regular (G)	₹100	₹100	1.04%	Karthik Kumar	13-Feb 2025	Invest
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg (G)	₹500	₹500	1.06%	Swapnil Mayekar	24-Sep 2024	Invest
Bandhan Nifty 500 Momentum 50 Index Fund-Reg (G)	₹100	₹1000	0.88%	Nemish Sheth	30-Oct 2024	Invest
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	₹100	₹1000	0.86%	Nemish Sheth	02-Sep 2022	Invest
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan	₹500	₹500	1.06%	Swapnil P Mayekar	10-Feb 2022	Invest
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund-Reg (G)	₹500	₹1000	0.9%	Neeraj Saxena	21-Oct 2024	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Motilal Oswal Active Momentum Fund - Reg (G)	13.5980 (25-06-2026)	13.6474 (24-06-2026)	-0.36%	13.9905	10.6752	Invest
Union Active Momentum Fund Regular Plan Growth	9.59 (25-06-2026)	9.62 (24-06-2026)	-0.31%	9.7	7.58	Invest
Nippon India Active Momentum Fund - Regular (G)	12.5939 (25-06-2026)	12.5731 (24-06-2026)	0.17%	12.6437	10.744	Invest
Quant Momentum Fund Regular - Growth	15.4037 (25-06-2026)	15.4159 (24-06-2026)	-0.08%	15.4876	12.5828	Invest
SAMCO ACTIVE MOMENTUM FUND -REGULAR PLAN-GROWTH	14.35 (25-06-2026)	14.32 (24-06-2026)	0.21%	14.87	11.75	Invest
ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND REGULAR PLAN GROWTH	10.5345 (25-06-2026)	10.5936 (24-06-2026)	-0.56%	10.7841	9.1202	Invest
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)	11.5552 (25-06-2026)	11.597 (24-06-2026)	-0.36%	11.7775	9.6806	Invest
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Reg (G)	9.521 (25-06-2026)	9.561 (24-06-2026)	-0.42%	9.689	8.153	Invest
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)	10.188 (25-06-2026)	10.196 (24-06-2026)	-0.08%	10.376	8.522	Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth	18.2992 (25-06-2026)	18.3735 (24-06-2026)	-0.4%	18.6204	15.6709	Invest
KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH	14.673 (25-06-2026)	14.667 (24-06-2026)	0.04%	15.198	12.734	Invest
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	21.0524 (25-06-2026)	21.0407 (24-06-2026)	0.06%	21.8206	18.2744	Invest
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	10.3356 (25-06-2026)	10.3303 (24-06-2026)	0.05%	10.718	8.9719	Invest
Nippon India Nifty 500 Momentum 50 Index Fund-Reg (G)	8.3618 (25-06-2026)	8.3496 (24-06-2026)	0.15%	8.5786	7.0852	Invest
AXIS Nifty500 Momentum 50 Index Fund - Regular (G)	11.0792 (25-06-2026)	11.0631 (24-06-2026)	0.15%	11.387	9.3882	Invest
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg (G)	8.3121 (25-06-2026)	8.3000 (24-06-2026)	0.15%	8.5601	7.0449	Invest
Bandhan Nifty 500 Momentum 50 Index Fund-Reg (G)	8.9804 (25-06-2026)	8.9673 (24-06-2026)	0.15%	9.236	7.6105	Invest
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN	15.5646 (25-06-2026)	15.5567 (24-06-2026)	0.05%	16.1589	13.5129	Invest
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan	15.1097 (25-06-2026)	15.1021 (24-06-2026)	0.05%	15.7189	13.1243	Invest
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund-Reg (G)	8.1576 (25-06-2026)	8.1540 (24-06-2026)	0.04%	8.4934	7.0915	Invest

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Invested Amount ₹43,855
Interest Earned ₹6,145

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LIC MF Large Cap Fund-Regular Plan-Growth 3Y Returns 8.86% VS

Canara Robeco Large Cap Fund - Regular Plan - Growth Option 3Y Returns 11.54%

Sundaram Infrastructure Advantage Fund Regular Plan - Growth 3Y Returns 21.05% VS

Tata Infrastructure Fund-Regular Plan- Growth Option 3Y Returns 17.35%

BANDHAN Balanced Advantage Fund Regular Plan Growth 3Y Returns 9.71% VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 3Y Returns 12.68%

LIC MF Nifty 50 Index Fund-Regular Plan-Growth 3Y Returns 8.85% VS

ICICI Prudential Nifty Next 50 Index Fund - Growth 3Y Returns 18.86%

Frequently Asked Questions

Who should invest in Momentum Mutual Funds?

Momentum funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.

What is the minimum investment required for investing in Momentum funds?

The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.

What is the investment philosophy followed by Momentum companies?

The fund manager of Momentum fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.

Why to invest in Momentum funds?

Momentum funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.

How risky are Momentum funds?

Momentum funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Momentum funds.

Are Momentum Funds for long term investment?

Yes, Momentum funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Momentum mutual funds.

What is the benchmark of Momentum Fund?

Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Momentum funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.

What are the taxes applied on Momentum Mutual Funds?

Momentum funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.