Dec 20, 2024

Motilal Oswal Quant Fund - Regular (G)

Equity - Diversified | INF247L01CP9

Invest Now

AUM (Cr.)

154.11

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.94

Sharpe Ratio

6.26

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Jun 06, 2024

Risk Level

Very High

Investment Objective

The investment objective of the scheme is to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a proprietary quantitative investment framework. However, there can be no assurance that the investment objective of the scheme will be realized.

Invest Now

Nifty 200 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

periodic returns
Peer Comparison

Returns Type	1 Month (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	Since Inception (%)
Scheme - Motilal Oswal Quant Fund - Regular (G)	1.63	3.32	0	0	0	3.95
Benchmark - Nifty 200 TRI	0.98	0.18	18.28	16.16	17.51	0
Category Average - BEST EQUITY PERFORMERS	2.3	3.1	25.86	19.51	21.56	16.4
Category Rank	5/8	6/8	6/8	7/8	7/8	8/8

Fund Name	Nav ()	Chg (%)	1Y Return(%)	3Y Return(%)	5Y Return(%)	AUM ( in Crs)	Exp. Ratio (%)	Min.Invst()	Action
Nippon India US Equity Opportunities Fund (G)	33.9996	0.82	21.03	8.89	14.14	719.18	2.39	100.00	invest
Nippon India US Equity Opportunities Fund (IDCW)	33.9996	0.82	21.03	8.89	14.14	719.18	2.39	100.00	invest
SBI Healthcare Opportunities Fund (G)	429.2021	0.37	42.39	25.37	29.37	3,459.68	1.95	5,000.00	invest
SBI Healthcare Opportunities Fund (IDCW)	270.3752	0.37	42.39	25.37	29.37	3,459.68	1.95	5,000.00	invest
Quant Teck Fund - Regular (G)	13.3489	-3.00	27.40	0.00	0.00	442.10	2.39	5,000.00	invest

Asset Allocation

		Val (Cr.)	Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name	As on Date	Invested Amt (Cr)	% Portfolio Weight	Change (%) (Invested Amt.)
Net CA & Others-Net CA & Others	Nov 30, 2024	28.10	18.24	739.13
Equity-Tilaknagar Inds.	Nov 30, 2024	1.71	1.11	-1.45
Equity-Shilchar Tech.	Nov 30, 2024	1.66	1.08	3.39
Equity-K.P. Energy	Nov 30, 2024	1.65	1.07	-13.31
Equity-Indian Metals	Nov 30, 2024	1.63	1.06	11.20
Equity-Black Box	Nov 30, 2024	1.62	1.05	15.16
Equity-Karur Vysya Bank	Nov 30, 2024	1.59	1.03	-1.66
Equity-Indrapr.Medical	Nov 30, 2024	1.57	1.02	-12.26
Equity-Ingersoll-Rand	Nov 30, 2024	1.57	1.02	-4.90
Equity-Chambal Fert.	Nov 30, 2024	1.56	1.01	2.75

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Rohan Gandhi has been appo...

Dec 13, 2024 11:56

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Nov 26, 2024 11:02

Motilal Oswal Nifty MidSmall Healthcare Index Fund announces Extension of NFO period

Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...

Nov 07, 2024 12:27

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 26, 2024 11:33

Motilal Oswal MF announces change in Fund Manager of the following schemes