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Motilal Oswal Quant Fund - Direct - Growth

Fund House: Motilal Oswal Mutual Fund
Category: Equity: Thematic-Quantitative
Launch Date: 05-06-2024
Asset Class: Equity
Benchmark: Nifty 200 TRI
TER: 1.71% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 254.52 Cr As on 31-07-2026(Source:AMFI)
Turn over: 2.6% | 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 21-08-2026

10.6196

0.01 (0.1365%)

CAGR Since Inception

1.57%

Benchmark: 13.87%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
Nifty 200 TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Motilal Oswal Quant Fund - Direct - Growth 05-06-2024 2.82 -3.84 - - -
Quant Quantamental Fund - Growth Option - Regular Plan 20-04-2021 11.65 -0.47 15.6 19.4 -
Aditya Birla Sun Life Quant Fund - Regular Growth 28-06-2024 7.86 0.24 - - -
Nippon India Quant Fund -Growth Plan - Growth Option 02-02-2005 4.43 2.59 15.62 14.58 13.83
Axis Quant Fund - Regular Plan - Growth 30-06-2021 4.16 -2.74 9.56 9.44 -
Kotak Quant Fund - Regular Plan - Growth Option 02-08-2023 3.63 -1.03 15.27 - -
SBI Quant Fund- Regular Plan- Growth 10-12-2024 3.55 - - - -
Motilal Oswal Quant Fund - Regular - Growth 05-06-2024 2.71 -3.98 - - -
ICICI Prudential Quant Fund Growth 05-12-2020 1.75 1.57 12.98 11.78 -
DSP Quant Fund - Regular Plan - Growth 10-06-2019 0.43 -0.26 8.05 6.13 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.9%

Others

0.82%

Large Cap

38.28%

Mid Cap

51.0%

Scheme Documents

July 2026 Active

Monthly Portfolio Disclosure - July 2026

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