Motilal Oswal Quant Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is KALYAN JEWELLERS INDIA LTD with a portfolio weight of 3.22% .
The fund currently owns more than 53 stocks.
The top 10 holdings account for 23.97% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.61% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.71% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Gems, Jewellery & Precious Metals |
3.22%
|
|
| 2 | Consumer Discretionary |
2.50%
|
|
| 3 | Finance - Life Insurance |
2.38%
|
|
| 4 | IT Consulting & Software |
2.33%
|
|
| 5 | Consumer Discretionary |
2.30%
|
|
| 6 | Industrials |
2.29%
|
|
| 7 | Consumer Discretionary |
2.27%
|
|
| 8 | Consumer Electronics |
2.25%
|
|
| 9 | Energy |
2.23%
|
|
| 10 | Health Care |
2.20%
|
|
| 11 | Financials |
2.15%
|
|
| 12 | Information Technology |
2.11%
|
AMC: MOTILALOSWAL
Category: Equity • Sectoral/Thematic
Launch Date: 03 Jun 2024
Fund Manager: Mr. Ajay Khandelwal
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Quant Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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