September 26, 2025
RA Jainee
Motilal Oswal Quant Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.3738
NAV IDCW: Rs 9.7554
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Motilal Oswal Quant Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 06-Jun-24 |
| Return Since Launch | 2.86% |
| Benchmark | NIFTY 200 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 140 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.87% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 236.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Quant Dir | -5.01 | -0.31 | 0.66 | 0.78 | 8.12 | -11.06 | — | — | — | — |
| BSE 500 TRI | 4.45 | -0.64 | 0.91 | 0.86 | 8.17 | -4.24 | — | — | — | — |
Peer Comparison of Motilal Oswal Quant Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Quant Dir | Unrated | -11.06 | — | — | 0.87 | 140 | 2.86 | 1.00 (15) | 1Y 3M | 236.00 |
| ICICI Pru India Opportunities Dir | Unrated | 0.77 | 24.89 | 34.58 | 0.63 | 29,871 | 22.69 | 1.00 (365) | 6Y 8M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 4.12 | 24.58 | — | 0.74 | 13,643 | 22.93 | 1.00 (30) | 4Y 8M | 33.00 |
| HDFC Manufacturing Dir | Unrated | -1.02 | — | — | 0.77 | 11,537 | 9.50 | 1.00 (30) | 1Y 4M | 37.09 |
| Franklin India Opportunities Dir | Unrated | 1.14 | 30.88 | 31.33 | 0.52 | 7,509 | 18.38 | 1.00 (365) | 12Y 8M | 48.44 |
Portfolio Analysis of Motilal Oswal Quant Fund
| No. of Stocks | 85 |
| Top 10 Stocks | 12.98% |
| Top 5 Stocks | 6.74% |
| Top 3 Sectors | 58.76% |
| Portfolio P/B Ratio | 5.31 |
| Portfolio P/E Ratio | 25.56 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 30,659 | 1,25,093 |
| Giant (%) | — | 43.00 |
| Large (%) | 22.79 | 24.03 |
| Mid (%) | 71.53 | 27.30 |
| Small (%) | 5.69 | 9.62 |
| Tiny (%) | — | 0.82 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Quant Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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