Motilal Oswal Quant Fund - Regular - IDCW

Fund House: Motilal Oswal Mutual Fund

Category: Equity: Thematic-Quantitative

Status: Open Ended Schemes

Launch Date: 06-06-2024

Minimum Investment: 500.0

Asset Class:

Minimum Topup: 500.0

Benchmark: NIFTY 200 TRI

Total Assets: 141.43 As on (30-09-2025)

Expense Ratio: 0.97% As on (29-09-2025)

Turn over: 81.00% | Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

NAV as on 28-10-2025

9.1549

-0.0044

CAGR Since Inception

-7.3%

NIFTY 200 TRI 14.5%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Quant Fund - Regular - IDCW -2.36 - - - -7.3
NIFTY 200 TRI 6.85 16.4 20.27 14.22 14.5
Equity: Thematic-Quantitative 1.74 17.74 18.64 14.37 10.75

Funds Manager

RETURNS CALCULATORS for Motilal Oswal Quant Fund - Regular - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Motilal Oswal Quant Fund - Regular - IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Motilal Oswal Quant Fund - Regular - IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Motilal Oswal Quant Fund Reg IDCW 06-06-2024 -2.36 0.0 0.0 0.0 0.0
Nippon India Quant Fund Gr Gr 02-02-2005 6.54 23.42 20.61 23.03 14.37
ICICI Pru Quant Fund Gr 05-12-2020 5.77 19.64 17.44 0.0 0.0
360 One Quant Fund Reg Gr 29-11-2021 5.36 24.51 23.59 0.0 0.0
DSP Quant Fund Reg Gr 10-06-2019 2.14 14.16 11.63 14.25 0.0
ABSL Quant Fund Reg Gr 28-06-2024 1.75 0.0 0.0 0.0 0.0
Kotak Quant Fund Reg Gr 02-08-2023 0.92 23.1 0.0 0.0 0.0
Quant Quantamental Fund Reg Gr 20-04-2021 -0.57 19.54 20.57 0.0 0.0
Motilal Oswal Quant Fund Reg Gr 05-06-2024 -2.4 0.0 0.0 0.0 0.0
Axis Quant Fund Reg Gr 30-06-2021 -3.87 13.44 12.59 0.0 0.0

Asset Allocation (%)

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 - - - - - -