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NRI
  • Mutual Fund
  • Motilal Oswal Quant Fund - Regular (IDCW)

Jan 14, 2025

Category

Equity

AUM (Cr.)

152.81

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.94

Sharpe Ratio

-1,300.64

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

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.

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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 (IDCW) -9.22 0 0 0 0 -9.41
Benchmark - Nifty 200 TRI -8.8 -7.55 8.07 10.94 16.28 0
Category Average - BEST EQUITY PERFORMERS -7.42 -4.75 14.71 14.7 19.86 13.13
Category Rank 2/10 5/10 5/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India PSU Equity Fund (G) 56.5500 3.21 15.93 27.35 24.44 1,285.76 0.00 1,000.00 invest
Invesco India PSU Equity Fund (IDCW) 41.1900 3.18 15.93 27.36 24.45 1,285.76 0.00 1,000.00 invest
Quant Infrastructure Fund (G) 36.8646 3.03 12.08 18.03 32.88 3,535.99 1.90 5,000.00 invest
Quant Infrastructure Fund (IDCW) 36.7815 3.03 12.11 18.01 32.91 3,535.99 1.90 5,000.00 invest
Sundaram Fin Serv Opportunities-Ins(IDCW) 33.8495 -1.75 7.61 17.86 16.32 1,424.32 2.12 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.)		 4 Months Trends
Net CA & Others-Net CA & Others Dec 31, 2024 2.45 1.60 -91.27
Equity-Shakti Pumps Dec 31, 2024 2.02 1.32 36.82
Equity-Ashoka Buildcon Dec 31, 2024 1.87 1.22 24.73
Equity-Lumax Auto Tech. Dec 31, 2024 1.85 1.21 317.72
Equity-Indrapr.Medical Dec 31, 2024 1.79 1.17 13.73
Equity-Tilaknagar Inds. Dec 31, 2024 1.77 1.16 3.24
Equity-BLS Internat. Dec 31, 2024 1.77 1.16 24.35
Equity-Action Const.Eq. Dec 31, 2024 1.73 1.13 15.23
Equity-GHCL Dec 31, 2024 1.72 1.12 3,728.13
Equity-360 ONE Dec 31, 2024 1.70 1.12 12.53

latest news

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...

Jan 14, 2025 10:36

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...

Dec 27, 2024 15:08

Motilal Oswal Mutual Fund announces change in Exit Load Structure

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

Dec 27, 2024 14:38

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

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

Dec 24, 2024 12:15

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

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Quant Fund - Regular (IDCW)
Contact Persone : Ajay Khandelwal
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com