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
- Motilal Oswal Quant Fund Direct Growth has ₹28 Cr worth of assets under management (AUM) as on Jun 2024 and is less than category average.
- The fund has an expense ratio 0.7.
Returns
Motilal Oswal Quant Fund Direct Growth has given a CAGR return of 7.63% since inception.
Holdings
Motilal Oswal Quant Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Basic Materials, Health, Tech, Consumer Cyclical, Consumer Defensive, Utilities, Communication, Energy. Its top holdings are Mazagon Dock Shipbuilders Ltd, Chambal Fertilisers & Chemicals Ltd, Elecon Engineering Co Ltd, 360 One Wam Ltd Ordinary Shares, Zensar Technologies Ltd
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 benefitDividends 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 Overview
| Expense ratio | 0.69% |
Benchmark | IISL Nifty 200 TR INR |
| AUM | ₹28 Cr |
| Inception Date | 10 June, 2024 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
Fund Distributionas on (30-Jun-24)
as on (30-Jun-24)
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Mazagon Dock Shipbuilders Ltd | 1.66% | 0% | |
 Chambal Fertilisers & Chemicals Ltd | 1.55% | 0% | |
 Elecon Engineering Co Ltd | 1.53% | 0% | |
 360 One Wam Ltd Ordinary Shares | 1.52% | 0% | |
 Zensar Technologies Ltd | 1.48% | 0% |
Returns for the month of Dec
Top Growth Drivers | 1M Return |
|---|---|
 Mazagon Dock Shipbuilders Ltd | 27.6% |
 360 ONE WAM Ltd | 17.9% |
Motilal Oswal Quant Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹28 Cr
Expense Ratio 0.69%
Frequently Asked Questions
Motilal Oswal Quant Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.87% | 3.87% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- 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.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Quant Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Quant Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Quant Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Quant Fund Direct Growth | - | - | - |