Motilal Oswal Quant Fund Growth

Motilal Oswal Quant Fund Growth

1M
6M
1Y
All
NAV: 12 Jun '26
₹9.41
Min. for SIP
₹500
Fund size (AUM)
₹246.98 Cr
Expense ratio
0.94%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,981
-0.13%
6 months₹30,000₹29,553
-1.49%
1 year₹60,000₹58,469
-2.55%

Holdings (36)

NameSectorInstrumentsAssets
Premier Energies Ltd.Energy & UtilitiesEquity5.72%
Glenmark Pharmaceuticals LtdHealthcareEquity5.11%
Torrent Power LtdEnergy & UtilitiesEquity4.96%
Waaree Energies Ltd.Energy & UtilitiesEquity4.68%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity4.52%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity4.46%
Lupin LtdHealthcareEquity4.43%
Hindustan Zinc LtdMaterialsEquity4.42%
Muthoot Finance LtdFinancialEquity4.32%
Hero Motocorp LtdConsumer DiscretionaryEquity4.00%
Canara BankFinancialEquity3.72%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity3.69%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity3.52%
Indian Oil Corporation LtdEnergy & UtilitiesEquity3.50%
Ashok Leyland LtdIndustrialsEquity3.33%
Suzlon Energy LtdIndustrialsEquity3.04%
Indian Renewable Energy Development Agency LtdEnergy & UtilitiesEquity2.58%
BSE LtdFinancialEquity2.54%
Multi Commodity Exchange Of India LtdFinancialEquity2.43%
Life Insurance Corporation of IndiaFinancialEquity2.25%
Punjab National BankFinancialEquity2.04%
Polycab India LtdIndustrialsEquity2.03%
Hindustan Aeronautics LtdIndustrialsEquity2.02%
Bajaj Auto LtdConsumer DiscretionaryEquity1.91%
Persistent Systems LtdTechnologyEquity1.77%
Vedanta LtdMaterialsEquity1.74%
Coforge LtdTechnologyEquity1.73%
Eicher Motors LtdConsumer DiscretionaryEquity1.67%
LTIMindtree LtdTechnologyEquity1.66%
APL Apollo Tubes LtdIndustrialsEquity1.60%
Reverse Repo/CBLOUnspecifiedReverse Repo/CBLO1.04%
VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/-Energy & UtilitiesEquity0.78%
Vedanta Aluminium Metal Ltd.MaterialsEquity0.78%
Vedanta Iron And Steel Ltd.MaterialsEquity0.78%
Vedanta Power Ltd.IndustrialsEquity0.78%
Net ReceivablesUnspecifiedNet Receivables0.45%
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+0.3%-2.9%-3.3%-5.9%
Category average (Equity Thematic)----+4.0%--
Rank (Equity Thematic)749--

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

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

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..

About Motilal Oswal Quant Fund Growth

Motilal Oswal Quant Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,46,103 Cr and the Latest NAV as of 12 Jun 2026 is ₹9.41. The Motilal Oswal Quant Fund 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₹1,46,102.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
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,