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Fund Overview of Motilal Oswal Quant Fund Direct-growth
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₹247.0 CrAUM
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₹10.28NAV
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0.83%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Quant Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.11% | NA | NA |
| 6 Months | 0.84% | NA | NA |
| 1 Year | -0.35% | -0.35% | NA |
| 2 Years | -2.40% | -1.21% | NA |
Compare Motilal Oswal Quant Fund Direct-growth with other mutual funds in the same category
Motilal Oswal Quant Fund Direct-growth
Quant Quantamental Fund Direct-growth
Quant Quantamental Fund Direct-idcw
Asset Allocation
equities
98.50%other assets or cash equivalents
1.50%Launched on 06 Jun 2024, the fund aims To generate medium to long term capital appreciation. Investments in equity and equity related instruments selected based on a proprietary quantitative investment framework. It manages assets worth ₹247.0 crore as on Sun May 31, 2026. The expense ratio stands at 0.83%. Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Quant Fund Direct-growth
The portfolio allocation consists of 98.50% in equities, 1.50% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of -0.35% in the last year, a total return since inception of 1.38%.
When evaluating wealth creation strategies savvy investors generally refer to best sip depending on risk profile.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Quantamental Fund Direct-growth  |
₹1,645 | 3.21% | 15.46% | 13.05% | 20.01% | 21.01% |
| Quant Quantamental Fund Direct-idcw |
₹1,645 | 3.21% | 15.46% | 13.05% | 20.01% | 21.01% |
| Quant Quantamental Fund Regular-growth |
₹1,645 | 3.08% | 15.08% | 11.58% | 18.40% | 19.20% |
| Quant Quantamental Fund Regular-idcw |
₹1,645 | 3.08% | 15.08% | 11.58% | 18.40% | 19.20% |
| Nippon India Quant Fund Retail Direct-growth |
₹111 | 3.01% | 4.04% | 3.92% | 16.74% | 15.61% |
| Nippon India Quant Fund Retail Direct-idcw |
₹111 | 3.01% | 4.04% | 3.92% | 16.74% | 15.61% |
| Nippon India Quant Fund Retail-growth |
₹111 | 2.97% | 3.93% | 3.46% | 16.15% | 14.95% |
| Nippon India Quant Fund Retail-idcw |
₹111 | 2.97% | 3.93% | 3.46% | 16.15% | 14.95% |
| ICICI Prudential Quant Fund Direct-growth |
₹150 | 2.93% | 5.52% | 0.86% | 14.39% | 12.57% |
| ICICI Prudential Quant Fund Direct-idcw |
₹150 | 2.93% | 5.52% | 0.86% | 14.39% | 12.57% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Motilal Oswal Quant Fund Regular-growth
|
₹247 | 1.47% | 7.08% | 0.78% | -0.46% | - |
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Motilal Oswal Quant Fund Regular-idcw
|
₹247 | 1.47% | 7.08% | 0.78% | -0.46% | - |
|
Motilal Oswal Quant Fund Direct-idcw
|
₹247 | 1.48% | 7.11% | 0.84% | -0.35% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Quant Quantamental Fund Regular-growth |
₹1,645 | ₹25.15 | 18.40% | 19.20% | - |
| Quant Quantamental Fund Direct-growth |
₹1,645 | ₹27.19 | 20.01% | 21.01% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Premier Energies Ltd. | Energy & Utilities | 5.95% | ₹14.70 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 4.83% | ₹11.93 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 4.70% | ₹11.62 Cr |
| Hindustan Zinc Ltd | Materials | 4.69% | ₹11.59 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 4.66% | ₹11.52 Cr |
| Lupin Ltd | Healthcare | 4.35% | ₹10.74 Cr |
| Muthoot Finance Ltd | Financial | 4.21% | ₹10.39 Cr |
| Torrent Power Ltd | Energy & Utilities | 4.05% | ₹10.00 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.87% | ₹9.57 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 3.85% | ₹9.50 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 3.83% | ₹9.46 Cr |
| Canara Bank | Financial | 3.61% | ₹8.91 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 3.49% | ₹8.63 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 3.45% | ₹8.52 Cr |
| Ashok Leyland Ltd | Industrials | 3.19% | ₹7.87 Cr |
| Suzlon Energy Ltd | Industrials | 3.12% | ₹7.70 Cr |
| Bse Ltd | Financial | 2.89% | ₹7.14 Cr |
| Indian Renewable Energy Development Agency Ltd | Energy & Utilities | 2.54% | ₹6.27 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.41% | ₹5.95 Cr |
| Polycab India Ltd | Industrials | 2.37% | ₹5.86 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Quantamental Fund Direct-growth |
₹27.19 | 20.01% | 21.01% | - |
| Quant Quantamental Fund Direct-idcw |
₹27.34 | 20.01% | 21.01% | - |
| Quant Quantamental Fund Regular-growth |
₹25.15 | 18.40% | 19.20% | - |
| Quant Quantamental Fund Regular-idcw |
₹25.18 | 18.40% | 19.20% | - |
| Nippon India Quant Fund Retail Direct-growth |
₹78.83 | 16.74% | 15.61% | - |
| Nippon India Quant Fund Retail Direct-idcw |
₹45.22 | 16.74% | 15.61% | - |
| Nippon India Quant Fund Retail-growth |
₹72.46 | 16.15% | 14.95% | - |
| Nippon India Quant Fund Retail-idcw |
₹38.63 | 16.15% | 14.95% | - |
| ICICI Prudential Quant Fund Direct-growth |
₹23.53 | 14.39% | 12.57% | - |
| ICICI Prudential Quant Fund Direct-idcw |
₹15.21 | 14.39% | 12.57% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Quant Fund Direct-growth
What is the current AUM of Motilal Oswal Quant Fund Direct-growth?
As of Sun May 31, 2026, Motilal Oswal Quant Fund Direct-growth manages assets worth ₹247.0 crore
How has Motilal Oswal Quant Fund Direct-growth performed recently?
- 3 Months: 7.11%
- 6 Months: 0.84%
What is the long-term performance of Motilal Oswal Quant Fund Direct-growth?
- Since Inception: 1.38%
What is the portfolio composition of Motilal Oswal Quant Fund Direct-growth?
Equity: 98.50%, Others: 1.50%.
Who manages Motilal Oswal Quant Fund Direct-growth?
Motilal Oswal Quant Fund Direct-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Quant Fund Direct-growth?
Large Cap: 41.39%, Mid Cap: 58.61%.
Which are the top companies Motilal Oswal Quant Fund Direct-growth has invested in?
- Premier Energies Ltd. – 5.95% of the fund's portfolio
- Glenmark Pharmaceuticals Ltd – 4.83% of the fund's portfolio
- Waaree Energies Ltd. – 4.70% of the fund's portfolio
- Hindustan Zinc Ltd – 4.69% of the fund's portfolio
- Dixon Technologies (India) Ltd – 4.66% of the fund's portfolio
Which are the major sectors Motilal Oswal Quant Fund Direct-growth focuses on?
- Energy & Utilities – 28.05% of the fund's portfolio
- Financial – 13.12% of the fund's portfolio
- Consumer Discretionary – 12.34% of the fund's portfolio
- Healthcare – 9.18% of the fund's portfolio
- Industrials – 8.68% of the fund's portfolio
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Past performance may not be indicative of future results.
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