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 #71 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.63 (as of 2026-09-11) |
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| AUM | ₹240 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 61.7% of its downside.
Market cap allocation
| Large cap | 39.0% |
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| Mid cap | 51.5% |
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| Small cap | 9.6% |
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Concentration
| Top 5 holdings | 12.7% |
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| Top 10 holdings | 24.0% |
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| Total holdings | 51 |
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Top holdings
- Kalyan Jewellers India Limited — 3.2%
- TVS Motor Company Ltd. — 2.5%
- LIFE INSURANCE CORPORATION OF INDIA — 2.4%
- COFORGE LIMITED — 2.3%
- Bajaj Auto Limited — 2.3%
- Ashok Leyland Ltd. — 2.3%
- Hero MotoCorp Limited — 2.3%
- Dixon Technologies (India) Limited — 2.3%
- Bharat Petroleum Corpn. Ltd. — 2.2%
- Lupin Ltd — 2.2%
Top sectors
- Software & Services — 15.7%
- Banking & Financial — 14.3%
- Automobile — 9.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | -2.8% | Q3 | #117 of 167 |
| 2025 | -4.1% | Q4 (Bottom) | #117 of 132 |