Motilal Oswal Quant Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹246.70 Cr
Expense Ratio
0.94%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
6 Jun 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.42% | -- |
| 3 Months | -0.39% | -- |
| 6 Months | -1.81% | -- |
| 1 Year | +2.11% | +2.11% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -3.49% | -1.8% |
Holdings as on 21 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Premier Energies | 14.11 | 5.72 |
| Glenmark Pharmaceuticals | 12.62 | 5.11 |
| Torrent Power | 12.23 | 4.96 |
| Waaree Energies | 11.54 | 4.68 |
| Dixon Technologies (India) | 11.17 | 4.52 |
| Kalyan Jewellers India | 11.00 | 4.46 |
| Lupin | 10.92 | 4.43 |
| Hindustan Zinc | 10.91 | 4.42 |
| Muthoot Finance | 10.65 | 4.32 |
| Hero Motocorp | 9.88 | 4.00 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI Equity Minimum Variance Fund Regular Growth | +1.46% | +11.96% | +11.38% |
| Quant Commodities Fund Regular Growth | +11.78% | -- | -- |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF Reg Growth | +3.36% | -- | -- |
| Motilal Oswal Quant Fund Regular Growth | +2.11% | -- | -- |
| Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Reg Growth | -0.12% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Motilal Oswal Quant Fund Regular Growth has an AUM of 246.70 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.94%. The minimum investment in Motilal Oswal Quant Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Premier Energies, Glenmark Pharmaceuticals, Torrent Power, Waaree Energies.
The major sectors where the fund is invested are Semiconductors, Biotechnology & Drugs, Electric Utilities, Oil & Gas - Integrated.
Some of the similar funds are SBI Equity Minimum Variance Fund Regular Growth, Quant Commodities Fund Regular Growth, Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF Reg Growth, Motilal Oswal Quant Fund Regular Growth, Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Reg Growth. Motilal Oswal Quant Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Motilal Oswal Quant Fund Regular Growth has a Medium risk & Low return.
Motilal Oswal Quant Fund Regular Growth is managed by Ajay Khandelwal,Ankit Agarwal,Rakesh Shetty.
The expense ratio of Motilal Oswal Quant Fund Regular Growth is 0.94%.
The 5 year annualized return on Motilal Oswal Quant Fund Regular Growth is 0.00% & it has generated 2.11% in the last 1 year.
The minimum investment in Motilal Oswal Quant Fund Regular Growth is 500 Rs.
Motilal Oswal Quant Fund Regular Growth has an AUM of 246.70 crores.
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