Motilal Oswal Quant Fund Direct Growth

Equity
Direct
Equity - Other
Motilal Oswal Quant Fund Direct Growth

About the Fund

Motilal Oswal Quant Fund Direct Growth is an equity fund. This fund was started on 10 June, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Quant Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

Motilal Oswal Quant Fund Direct Growth has given a CAGR return of 1.56% since inception.

Holdings

Motilal Oswal Quant Fund Direct Growth has allocated its funds majorly in . Its top holdings are

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

Investment objective of Motilal Oswal Quant Fund Direct Growth

The investment objective of the Scheme is to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a proprietary quantitative investment framework. However, there can be no assurance that the investment objective of the scheme will be realized.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Motilal Oswal Quant Fund Direct Growth has no lock in period.

Fund Performance

Fund Overview

Expense ratio
Expense ratio
--
Benchmark
Benchmark
IISL Nifty 200 TR INR
AUM
AUM
₹0 Cr
Inception Date
Inception Date
10 June, 2024
Min Lumpsum/SIP
Min Lumpsum/SIP
--/--
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
0%

Motilal Oswal Quant Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered returns of 1.56% since inception (10nd Jun 2024)

Frequently Asked Questions

The current NAV of Motilal Oswal Quant Fund Direct Growth is ₹10.54 as on 14-Jun-2024.
Existing (Absolute + CAGR) as on 14-Jun-2024.
Motilal Oswal Quant Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
The alpha ratio for the Motilal Oswal Quant Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Quant Fund Direct Growth
-
-
-
As on May 2024
The alpha for Motilal Oswal Quant Fund Direct Growth is calculated against IISL Nifty 200 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Motilal Oswal Quant Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Quant Fund Direct Growth
-
-
-
As on May 2024
The Beta for Motilal Oswal Quant Fund Direct Growth is calculated with IISL Nifty 200 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Motilal Oswal Quant Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Quant Fund Direct Growth
-
-
-
As on May 2024
The sharpe ratio for Motilal Oswal Quant Fund Direct Growth is calculated with IISL Nifty 200 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Motilal Oswal Quant Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Quant Fund Direct Growth
-
-
-
As on May 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
The Exit load of Motilal Oswal Quant Fund Direct Growth is 1%