Motilal Oswal Quant Fund - Regular - IDCW
Category: Equity: Thematic-Quantitative
Launch Date: 06-06-2024
AUM:
254.52 Cr
Expense Ratio
1.81%
Benchmark
Nifty 200 TRI
ISIN
INF247L01CQ7
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Quant Fund - Regular - IDCW | 4.76 | - | - |
| NIFTY 200 TRI | 4.32 | 12.37 | 11.42 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.3031
Last change
-0.03 (-0.3655%)
Fund Size (AUM)
₹ 254.52 Cr
Performance
-3.42% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LIFE INSURANCE CORPORATION OF INDIA EQ | 2.57 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.34 |
| ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- | 2.3 |
| WAAREE ENERGIES LIMITED EQ | 2.27 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.24 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 2.24 |
| MUTHOOT FINANCE LIMITED EQ | 2.19 |
| INDIAN OIL CORPORATION LIMITED EQ | 2.18 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 2.17 |
| PETRONET LNG LIMITED EQ | 2.16 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.86 |
| Information Technology | 14.41 |
| Capital Goods | 12.63 |
| Oil, Gas & Consumable Fuels | 10.74 |
| Fast Moving Consumer Goods | 9.75 |
| Automobile and Auto Components | 8.22 |
| Healthcare | 6.26 |
| Consumer Durables | 6.22 |
| Metals & Mining | 3.88 |
| Consumer Services | 3.63 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Quant Fund Reg IDCW | 0.0 |
| Quant Quantamental Fund Gr Reg Plan | 18.24 |
| ABSL Quant Fund Reg Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 14.16 |
| Axis Quant Fund Reg Gr | 9.39 |
| Kotak Quant Fund Reg Gr | 0.0 |
| SBI Quant Fund Reg Gr | 0.0 |
| Motilal Oswal Quant Fund Reg Gr | 0.0 |
| ICICI Pru Quant Fund Gr | 11.21 |
| DSP Quant Fund Reg Gr | 6.48 |