Motilal Oswal Quant Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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  • Minimum SWP Investment (₹)

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 200 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 0.73 22.41 30.67 1.58 29,871.10
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 0.12 27.91 29.12 1.76 7,509.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.56 24.45 28.21 1.82 6,490.27
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -2.04 12.64 17.67 1.94 5,604.75
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -4.02 28.51 30.51 1.86 5,179.37

Fund Holdings as on 31-August-2025

  • Anand Rathi Wealth Limited

  • Godfrey Phillips India Limited

  • Waaree Energies Limited

  • Lemon Tree Hotels Limited

  • Hero MotoCorp Limited

  • Paradeep Phosphates Limited

  • eClerx Services Limited

  • Polycab India Limited

  • Netweb Technologies India Limited

  • EIH Limited

  • GE Vernova T&D India Limited

  • HBL Engineering Limited

  • KSB Limited

  • Cummins India Limited

  • Hexaware Technologies Limited

  • Persistent Systems Limited

  • Dr. Lal Path Labs Limited

  • Muthoot Finance Limited

  • Bharti Hexacom Limited

  • Indiamart Intermesh Limited

  • Global Health Limited

  • AstraZeneca Pharma India Limited

  • Sanofi Consumer Healthcare India Limited

  • Sanofi India Limited

  • Ratnamani Metals & Tubes Limited

  • Indian Energy Exchange Limited

  • SignatureGlobal (India) Limited

  • APL Apollo Tubes Limited

  • International Gemmological Institute India Ltd

  • Caplin Point Laboratories Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Alkem Laboratories Limited

  • BLS International Services Limited

  • Chambal Fertilizers & Chemicals Limited

  • Schaeffler India Limited

  • Transformers And Rectifiers (India) Limited

  • Godrej Agrovet Limited

  • National Aluminium Company Limited

  • Choice International Limited

  • Coromandel International Limited

  • Page Industries Limited

  • Sumitomo Chemical India Limited

  • Premier Energies Limited

  • Jyoti CNC Automation Ltd

  • Gillette India Limited

  • Lupin Limited

  • Home First Finance Company India Limited

  • Elecon Engineering Company Limited

  • Bharat Petroleum Corporation Limited

  • Rainbow Childrens Medicare Limited

  • Welspun Corp Limited

  • R R Kabel Limited

  • Allied Blenders And Distillers Limited

  • TVS Holdings Limited

  • Inventurus Knowledge Solutions Limited

  • HDFC Asset Management Company Limited

  • Castrol India Limited

  • Ashok Leyland Limited

  • Hindustan Petroleum Corporation Limited

  • Hindustan Copper Limited

  • Emcure Pharmaceuticals Limited

  • ICICI Lombard General Insurance Company Limited

  • Multi Commodity Exchange of India Limited

  • Nuvama Wealth Management Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Bank of Maharashtra

  • Force Motors Limited

  • Canara Bank

  • Cholamandalam Investment and Finance Company Ltd

  • Himadri Speciality Chemical Limited

  • Gallantt Ispat Limited

  • Power Finance Corporation Limited

  • Gravita India Limited

  • NBCC (India) Limited

  • CRISIL Limited

  • Indegene Limited

  • Apar Industries Limited

  • REC Limited

  • Nippon Life India Asset Management Limited

  • Pfizer Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Aptus Value Housing Finance India Limited

  • ITD Cementation India Limited

  • Blue Jet Healthcare Ltd

  • BSE Limited

  • Net Receivables / (Payables)

  • Collateralized Borrowing & Lending Obligation

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  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Steel & Iron Products

  • Finance - Others

  • Fertilizers

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • IT - Software

  • BPO/ITeS

  • Cable

  • Household & Personal Products

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Finance - Stock Broking

  • Construction - Real Estate

  • Refineries

  • Business Support

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Finance - Asset Management

  • Metal - Non Ferrous

  • Finance - Housing

  • Finance Term Lending

  • Cigarettes/Tobacco

  • Automobile Two & Three Wheelers

  • IT - Hardware

  • Compressors / Pumps

  • Diesel Engines

  • Batteries

  • e-Commerce

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • Professional Services

  • Bearings

  • Aluminium & Aluminium Products

  • Animal Feed

  • Electronics - Components

  • Textile

  • Pesticides & Agrochemicals

  • Auto Ancillary

  • Breweries & Distilleries

  • Lubricants

  • Insurance

  • Chemicals

  • Carbon Black

  • Ratings

  • Ship Building

  • Engineering - Construction

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Quant Fund

Scheme Analysis

Motilal Oswal Quant Fund is a Equity - Thematic Fund - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 06-Jun-2024 and currently has an AUM of ₹139.54 crore. Motilal Oswal Quant Fund is benchmarked against NIFTY 200 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Motilal Oswal Quant Fund ended up ₹0.03(0.28%)yesterday to ₹9.7679.

Among its top 3 holdings the fund has exposure to Anand Rathi Wealth Limited, and

The Motilal Oswal Quant Fund is managed by Ajay Khandelwal and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161