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Motilal Oswal Quant Fund - Regular - IDCW

Category: Equity: Thematic-Quantitative Launch Date: 06-06-2024
AUM:

₹ 246.7 Cr

Expense Ratio

0.94%

Benchmark

NIFTY 200 TRI

ISIN

INF247L01CQ7

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Rakesh Shetty

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Quant Fund - Regular - IDCW -3.3 - -
NIFTY 200 TRI -0.7 12.67 11.44
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
8.7324
Last change
-0.04 (-0.4959%)
Fund Size (AUM)
₹ 246.7 Cr
Performance
-7.39% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Rakesh Shetty
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
PREMIER ENERGIES LIMITED EQ 5.72
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- 5.11
TORRENT POWER LIMITED EQ NEW FV RS.10/- 4.96
WAAREE ENERGIES LIMITED EQ 4.68
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- 4.52
KALYAN JEWELLERS INDIA LIMITED EQ 4.46
LUPIN LIMITED EQ NEW F.V. RS.2/- 4.43
HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- 4.42
MUTHOOT FINANCE LIMITED EQ 4.32
HERO MOTOCORP LIMITED EQ FV RS 2 4.0

Sector Allocation

Sector Holdings (%)
Capital Goods 22.42
Financial Services 19.88
Oil, Gas & Consumable Fuels 10.71
Healthcare 9.54
Consumer Durables 8.98
Metals & Mining 7.72
Automobile and Auto Components 7.58
Power 6.52
Information Technology 5.16

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Quant Fund Reg IDCW 0.0