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 #89 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹10.05 (as of 2026-11-11) |
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| AUM | ₹234 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 68.2% of its downside.
Market cap allocation
| Large cap | 41.9% |
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| Mid cap | 50.6% |
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| Small cap | 7.4% |
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Concentration
| Top 5 holdings | 20.9% |
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| Top 10 holdings | 40.5% |
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| Total holdings | 26 |
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Top holdings
- Multi Commodity Exchange of India Ltd — 4.4%
- Patanjali Foods Limited — 4.3%
- Glenmark Pharmaceuticals ltd — 4.1%
- PETRONET LNG LTD. — 4.1%
- COFORGE LIMITED — 4.0%
- Hindustan Zinc Ltd. — 3.9%
- BSE Ltd. — 3.9%
- ANGEL ONE LIMITED — 3.9%
- HCL Technologies Ltd — 3.9%
- TVS Motor Company Ltd. — 3.9%
Top sectors
- Banking & Financial — 19.7%
- Software & Services — 15.1%
- Automobile — 14.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 1.5% | Q3 | #92 of 167 |
| 2025 | −4.1% | Q4 (Bottom) | #116 of 132 |