Motilal Oswal Quant Fund Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 7.08%
Fund NAV

Fund Overview of Motilal Oswal Quant Fund Regular-growth

  • ₹247.0 Cr
    AUM
  • ₹9.71
    NAV
  • 0.94%
    Expense Ratio
As on Wed Jun 17, 2026
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Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

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Returns of Motilal Oswal Quant Fund Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 7.08% NA NA
6 Months 0.78% NA NA
1 Year -0.46% -0.46% NA
As on Wed Jun 17, 2026

Compare Mutual Funds
Motilal Oswal Quant Fund Regular-growth Fund Returns Comparison

Compare Motilal Oswal Quant Fund Regular-growth with other mutual funds in the same category

Motilal Oswal Quant Fund Regular-growth

Quant Quantamental Fund Direct-growth

Quant Quantamental Fund Direct-idcw

Compare more funds

Asset Allocation

equities

98.50%

other assets or cash equivalents

1.50%
Large Cap: 41.39%
Mid Cap: 58.61%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Premier Energies Ltd.
5.95%
Glenmark Pharmaceuticals Ltd
4.83%
Waaree Energies Ltd.
4.70%
Hindustan Zinc Ltd
4.69%
Dixon Technologies (india) Ltd
4.66%
 
Top Sectors
Energy & Utilities
28.05%
Financial
13.12%
Consumer Discretionary
12.34%
Healthcare
9.18%
Industrials
8.68%
Detailed Portfolio Analysis
As on Wed Jun 17, 2026
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About Fund

About Motilal Oswal Quant Fund Regular-growth

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 0.94%.
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 -0.46% in the last year, a total return since inception of -1.78%.
Considering individual goals investors may evaluate best sip plan during their overall investment planning.

Read more
  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

Fund Details

Fund Names Motilal Oswal Quant Fund Regular-growth
Inception Date 06 Jun 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Quantamental Fund Direct-growth trend ₹1,645 3.21% 15.46% 13.05% 20.01% 21.01%
Quant Quantamental Fund Direct-idcw trend ₹1,645 3.21% 15.46% 13.05% 20.01% 21.01%
Quant Quantamental Fund Regular-growth trend ₹1,645 3.08% 15.08% 11.58% 18.40% 19.20%
Quant Quantamental Fund Regular-idcw trend ₹1,645 3.08% 15.08% 11.58% 18.40% 19.20%
Nippon India Quant Fund Retail Direct-growth trend ₹111 3.01% 4.04% 3.92% 16.74% 15.61%
Nippon India Quant Fund Retail Direct-idcw trend ₹111 3.01% 4.04% 3.92% 16.74% 15.61%
Nippon India Quant Fund Retail-growth trend ₹111 2.97% 3.93% 3.46% 16.15% 14.95%
Nippon India Quant Fund Retail-idcw trend ₹111 2.97% 3.93% 3.46% 16.15% 14.95%
ICICI Prudential Quant Fund Direct-growth trend ₹150 2.93% 5.52% 0.86% 14.39% 12.57%
ICICI Prudential Quant Fund Direct-idcw trend ₹150 2.93% 5.52% 0.86% 14.39% 12.57%
View More
increase 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 Direct-growth increase ₹247 1.48% 7.11% 0.84% -0.35% -
Motilal Oswal Quant Fund Regular-idcw increase ₹247 1.47% 7.08% 0.78% -0.46% -
Motilal Oswal Quant Fund Direct-idcw increase ₹247 1.48% 7.11% 0.84% -0.35% -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Quant Quantamental Fund Regular-growth trend ₹1,645 ₹25.15 18.40% 19.20% -
Quant Quantamental Fund Direct-growth trend ₹1,645 ₹27.19 20.01% 21.01% -
Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Premier Energies Ltd.Energy & Utilities5.95%₹14.70 Cr
Glenmark Pharmaceuticals LtdHealthcare4.83%₹11.93 Cr
Waaree Energies Ltd.Energy & Utilities4.70%₹11.62 Cr
Hindustan Zinc LtdMaterials4.69%₹11.59 Cr
Dixon Technologies (india) LtdConsumer Discretionary4.66%₹11.52 Cr
Lupin LtdHealthcare4.35%₹10.74 Cr
Muthoot Finance LtdFinancial4.21%₹10.39 Cr
Torrent Power LtdEnergy & Utilities4.05%₹10.00 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities3.87%₹9.57 Cr
Hero Motocorp LtdConsumer Discretionary3.85%₹9.50 Cr
Kalyan Jewellers India LtdConsumer Discretionary3.83%₹9.46 Cr
Canara BankFinancial3.61%₹8.91 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.49%₹8.63 Cr
Indian Oil Corporation LtdEnergy & Utilities3.45%₹8.52 Cr
Ashok Leyland LtdIndustrials3.19%₹7.87 Cr
Suzlon Energy LtdIndustrials3.12%₹7.70 Cr
Bse LtdFinancial2.89%₹7.14 Cr
Indian Renewable Energy Development Agency LtdEnergy & Utilities2.54%₹6.27 Cr
Multi Commodity Exchange Of India LtdFinancial2.41%₹5.95 Cr
Polycab India LtdIndustrials2.37%₹5.86 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Quantamental Fund Direct-growth increase ₹27.19 20.01% 21.01% -
Quant Quantamental Fund Direct-idcw increase ₹27.34 20.01% 21.01% -
Quant Quantamental Fund Regular-growth increase ₹25.15 18.40% 19.20% -
Quant Quantamental Fund Regular-idcw increase ₹25.18 18.40% 19.20% -
Nippon India Quant Fund Retail Direct-growth increase ₹78.83 16.74% 15.61% -
Nippon India Quant Fund Retail Direct-idcw increase ₹45.22 16.74% 15.61% -
Nippon India Quant Fund Retail-growth increase ₹72.46 16.15% 14.95% -
Nippon India Quant Fund Retail-idcw increase ₹38.63 16.15% 14.95% -
ICICI Prudential Quant Fund Direct-growth increase ₹23.53 14.39% 12.57% -
ICICI Prudential Quant Fund Direct-idcw increase ₹15.21 14.39% 12.57% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Quant Fund Regular-growth

What is the current AUM of Motilal Oswal Quant Fund Regular-growth?

As of Sun May 31, 2026, Motilal Oswal Quant Fund Regular-growth manages assets worth ₹247.0 crore

How has Motilal Oswal Quant Fund Regular-growth performed recently?

  • 3 Months: 7.08%
  • 6 Months: 0.78%

What is the portfolio composition of Motilal Oswal Quant Fund Regular-growth?

Equity: 98.50%, Others: 1.50%.

Who manages Motilal Oswal Quant Fund Regular-growth?

Motilal Oswal Quant Fund Regular-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Quant Fund Regular-growth?

Large Cap: 41.39%, Mid Cap: 58.61%.

Which are the top companies Motilal Oswal Quant Fund Regular-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 Regular-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
View more FAQ's

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