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Motilal Oswal Quant Fund(G)-Direct Plan

Motilal Oswal Quant Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

-0.63%

1Y annualised

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Buy, Hold or Sell?

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NAV : 10 Sep 2026

₹10.25

Min. SIP amount

₹500

Fund size (AUM)

255 Cr

Expense ratio

0.87%

Launched on

06 Jun 2024

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
2,88,000

Stock Allocation

Stock nameSectorAllocation
Kalyan Jewellers India LimitedDiamond & Jewellery3.22%
Tvs Motor Company LimitedAutomobile & Ancillaries2.50%
Life Insurance Corporation Of IndiaInsurance2.38%

Fund Composition

255 Cr

Large Cap

38.82%

Mid Cap

52.40%

Small Cap

7.67%

Others

1.12%

Sector Allocation

255 Cr

It

15.68%

Automobile & Ancillaries

13.06%

Finance

11.87%

Fmcg

9.34%

Crude Oil

6.39%

Healthcare

5.99%

Capital Goods

4.04%

Mining

3.62%

Others

30.02%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 15D, Nil after 15D

No exit load after holding period

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

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AK

Ajay Khandelwal

Present

AA

Ankit Agarwal

Present

RS

Rakesh Shetty

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+21.41%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

Motilal Oswal Quant Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 06 Jun 2024. This fund is managed by Ajay Khandelwal, Ankit Agarwal and Rakesh Shetty. It is a Equity type of fund.

The current NAV of Motilal Oswal Quant Fund(G)-Direct Plan is ₹10.25 (as of 10 Sep 2026).

Motilal Oswal Quant Fund(G)-Direct Plan has delivered -0.63% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Quant Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Quant Fund(G)-Direct Plan is 0.87%.

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