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Motilal Oswal Quant Fund - Regular - IDCW

Category: Equity: Thematic-Quantitative
Launch Date: 06-06-2024
Asset Class:
Benchmark: NIFTY 200 TRI
Expense Ratio: 0.94% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 13 Cr As on (31-03-2025)
Turn over:
NAV (₹): 8.3071 ₹ -0.01 ( -0.1445%)
as on 29-04-2025
CAGR Since Inception - -16.31%
NIFTY 200 TRI - 14.45%

Fund Managers

Ajay Khandelwal, Rakesh Shetty


Investment Objective

The scheme seeks to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a proprietary quantitative investment framework.

PERFORMANCE of Motilal Oswal Quant Fund - Regular - IDCW

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Quant Fund - Regular - IDCW - - - - -16.31
NIFTY 200 TRI 7.37 15.05 23.48 13.46 14.45
Equity: Thematic-Quantitative 3.46 17.23 20.81 13.26 8.53

RETURNS CALCULATOR for Motilal Oswal Quant Fund - Regular - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Quant Fund - Regular - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Quant Fund - Regular - IDCW - - - - - -
Equity: Thematic-Quantitative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Quant Fund Reg IDCW 06-06-2024 0.0 0.0 0.0 0.0 0.0
ICICI Pru Quant Fund Gr 05-12-2020 12.51 22.59 16.39 0.0 0.0
360 One Quant Fund Reg Gr 29-11-2021 10.19 33.2 23.87 0.0 0.0
Nippon India Quant Fund Gr Gr 02-02-2005 7.39 25.44 20.45 24.76 13.26
DSP Quant Fund Reg Gr 10-06-2019 5.28 13.41 9.14 16.86 0.0
Kotak Quant Fund Reg Gr 02-08-2023 1.32 0.0 0.0 0.0 0.0
Axis Quant Fund Reg Gr 30-06-2021 -3.26 16.23 12.84 0.0 0.0
Quant Quantamental Fund Reg Gr 20-04-2021 -9.22 23.59 20.66 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Quant Fund - Regular - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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