Motilal Oswal Quant Fund Direct Growth

Motilal Oswal Quant Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 27 Feb '26
₹10.28
Min. for SIP
₹500
Fund size
₹143.83 Cr
Expense ratio
0.84%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,984
-0.11%
6 months₹30,000₹30,013
+0.04%
1 year₹60,000₹61,791
+2.99%

Holdings (46)

NameSectorInstrumentsAssets
National Aluminium Company Ltd.Metals & MiningEquity2.59%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.34%
Hindustan Zinc Ltd.Metals & MiningEquity2.34%
Vedanta Ltd.Metals & MiningEquity2.32%
Ashok Leyland Ltd.AutomobileEquity2.29%
APL Apollo Tubes Ltd.Metals & MiningEquity2.22%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.01%
Torrent Power Ltd.EnergyEquity1.99%
Infosys Ltd.TechnologyEquity1.98%
Bajaj Auto Ltd.AutomobileEquity1.98%
TVS Motor Company Ltd.AutomobileEquity1.97%
HCL Technologies Ltd.TechnologyEquity1.96%
Nestle India Ltd.Consumer StaplesEquity1.95%
Lupin Ltd.HealthcareEquity1.95%
Power Finance Corporation Ltd.FinancialEquity1.94%
Muthoot Finance Ltd.FinancialEquity1.92%
REC Ltd.FinancialEquity1.91%
LTIMindtree Ltd.TechnologyEquity1.89%
NMDC Ltd.Metals & MiningEquity1.89%
Tata Consultancy Services Ltd.TechnologyEquity1.85%
Britannia Industries Ltd.Consumer StaplesEquity1.85%
Marico Ltd.Consumer StaplesEquity1.85%
Mphasis Ltd.TechnologyEquity1.84%
Eicher Motors Ltd.AutomobileEquity1.83%
BSE Ltd.ServicesEquity1.82%
Bharat Petroleum Corporation Ltd.EnergyEquity1.81%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity1.80%
Tata Technologies LtdServicesEquity1.79%
KFin Technologies Ltd.FinancialEquity1.79%
Oracle Financial Services Software Ltd.TechnologyEquity1.78%
Zydus Lifesciences Ltd.HealthcareEquity1.77%
Cummins India Ltd.Capital GoodsEquity1.76%
Persistent Systems Ltd.TechnologyEquity1.75%
Polycab India Ltd.Capital GoodsEquity1.74%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.73%
Life Insurance Corporation of IndiaInsuranceEquity1.70%
HDFC Asset Management Company Ltd.FinancialEquity1.69%
Hero Motocorp Ltd.AutomobileEquity1.68%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.68%
Indian Energy Exchange Ltd.ServicesEquity1.67%
Suzlon Energy Ltd.Capital GoodsEquity1.63%
Page Industries Ltd.TextilesEquity1.58%
NBCC (India) Ltd.ConstructionEquity1.55%
Housing & Urban Development Corporation Ltd.FinancialEquity1.53%
ITC Ltd.Consumer StaplesEquity1.49%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.34%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-1.4%-0.9%+9.8%+2.6%
Category average (Equity Thematic)----+4.0%--
Rank (Equity Thematic)71010--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

AA
Ankit Agarwal
Feb 2026 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

RS
Rakesh Shetty
Jun 2024 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

About Motilal Oswal Quant Fund Direct Growth

Motilal Oswal Quant Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Ajay Khandelwal is the Current Fund Manager of Motilal Oswal Quant Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,181 Cr and the Latest NAV as of 27 Feb 2026 is ₹10.28. The Motilal Oswal Quant Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 15 days. ;

Investment Objective

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.
Fund benchmarkNIFTY 200 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,36,181.42 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,