Motilal Oswal Quant Fund
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.
Growthvine rating: 3/5 — ranked #73 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.05 (as of 2026-10-01) |
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| AUM | ₹255 Cr |
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| Expense ratio | 0.80% |
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| Riskometer | Very High |
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| Fund manager | Ajay Khandelwal |
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| Exit load | 1% for redemption within 15 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −26.81% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 58.9% of NIFTY Alpha 50's upside and 69.2% of its downside.
Market cap allocation
| Large cap | 42.1% |
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| Mid cap | 50.5% |
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| Small cap | 7.5% |
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Concentration
| Top 5 holdings | 20.3% |
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| Top 10 holdings | 39.8% |
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| Total holdings | 26 |
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Top holdings
- COFORGE LIMITED — 4.1%
- Multi Commodity Exchange of India Ltd — 4.1%
- Oracle Financial Services Software Limited — 4.0%
- Glenmark Pharmaceuticals ltd — 4.0%
- PETRONET LNG LTD. — 4.0%
- Polycab India Limited — 4.0%
- Dixon Technologies (India) Limited — 3.9%
- Bajaj Auto Limited — 3.9%
- Indian Bank — 3.8%
- Nestle India Ltd. — 3.8%
Top sectors
- Banking & Financial — 19.2%
- Software & Services — 15.6%
- Automobile — 15.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −8.6% | Q4 (Bottom) | #130 of 167 |
| 2025 | −4.1% | Q4 (Bottom) | #117 of 132 |