Motilal Oswal Quant Fund - Direct Plan - IDCW

Equity

Sectoral/Thematic

Very High Risk

Rs 9.83

-0.41

NAV as on Dec 24, 2025

Benchmark

Nifty 200 Total Return

Expense Ratio

0.86%

Fund Category

Equity - Sectoral/Thematic

Fund Size

Rs 143 Crores

Exit Load

1.00%

Min. Investment

Rs 500

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Asset Allocation

Sector Allocation

Motilal Oswal Quant Fund - Direct Plan - IDCW Fund Details

Investment Objective - NA

Fund House

Motilal Oswal Mutual Fund

Return Since Launch

-1.16%

Launch Date

Jun 3, 2024

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.84

Category Avg

Beta

0.90

Category Avg

Sharpe Ratio

0.77

Category Avg

Portfolio Turnover Ratio

48.39

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Mazagon Dock Shipbuilders Ltd.	1.90	Shipping	Equity
BASF India Ltd.	1.68	Chemicals	Equity
360 One Wam Ltd.	1.64	Finance	Equity
Sonata Software Ltd.	1.60	Information Technology	Equity
Persistent Systems Ltd.	1.52	Information Technology	Equity
Natco Pharma Ltd.	1.50	Pharmaceuticals and health care	Equity
Nuvama Wealth Management Ltd.	1.49	Finance	Equity
REC Ltd.	1.49	Finance	Equity
NBCC (India) Ltd.	1.48	Construction	Equity
Chambal Fertilisers & Chemicals Ltd.	1.48	Fertilisers	Equity

View All

Dec 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	2.12	2.77	0.73	1.51	NA	NA	NA	NA	-1.16
Category Average (%)	1.52	0.48	1.31	3.55	3.87	10.23	7.75	NA	13.35
Rank within Category	142	94	526	683	911	NA	NA	NA	1000

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential India Opportunities Fund	27.49	33,946	0.92	0.66	4.68	6.43	3.81	14.69	18.81	NA	15.68	0.65
ICICI Prudential Business Cycle Fund	21.40	15,708	1.09	0.23	3.48	6.84	6.68	14.95	NA	NA	16.68	0.75
ICICI Prudential Technology Fund	145.43	15,565	1.80	4.48	9.12	1.09	-4.54	13.10	12.73	13.18	22.93	0.97
HDFC Manufacturing Fund	11.21	11,363	1.37	0.42	-0.92	5.55	8.15	NA	NA	NA	7.35	0.81
ICICI Prudential Banking and Financial Services	77.71	11,086	0.91	-0.04	4.28	3.42	6.79	7.57	9.06	8.68	17.11	1.00
SBI Banking & Financial Services Fund	45.71	9,813	1.26	1.33	6.71	7.48	20.57	22.10	18.61	17.42	15.09	0.73
ICICI Prudential Energy Opportunities Fund	10.56	9,643	1.73	-0.66	2.03	3.63	10.00	NA	NA	NA	3.91	0.58
SBI Energy Opportunities Fund	10.77	9,210	2.37	0.05	0.28	0.97	3.10	NA	NA	NA	4.16	0.80
Nippon India Pharma Fund	168.56	8,459	0.87	-0.51	-0.12	1.31	-7.46	16.67	10.67	6.80	24.30	0.91
Franklin India Opportunities Fund	41.89	8,304	1.44	0.03	-7.93	-3.10	-3.45	21.54	14.07	8.55	11.66	0.52

View All

Dec 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,782 (-4.36%)

Fund Manager

Ajay Khandelwal

Rakesh Shetty

Mr. Ajay Khandelwal qualification is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund he has worked with Canara Robeco Mutual Fund, with BOI AXA Mutual Fund, B&K Securities and Infosys.

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Here is the list of funds managed by Ajay Khandelwal

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Motilal Oswal Midcap Fund	Equity - Mid Cap	50.32	38,003	-14.41	18.87
Motilal Oswal Large and Midcap Fund	Equity - Large & Mid Cap	28.01	15,146	-8.40	18.37
Motilal Oswal Flexi Cap Fund	Equity - Flexi Cap	36.05	14,312	-8.48	6.72
Motilal Oswal Small Cap Fund	Equity - Small Cap	14.37	5,862	-3.80	NA
Motilal Oswal Multi Cap Fund	Equity - Multi Cap	13.66	4,720	0.36	NA
Motilal Oswal ELSS Tax Saver Fund	Equity - ELSS	38.99	4,444	-12.12	15.10
Motilal Oswal Large Cap Fund	Equity - Large Cap	13.85	3,034	4.57	NA
Motilal Oswal Business Cycle Fund	Equity - Sectoral/Thematic	12.87	2,227	0.29	NA
Motilal Oswal Manufacturing Fund	Equity - Sectoral/Thematic	11.37	771	-3.31	NA
Motilal Oswal Active Momentum Fund	Equity - Sectoral/Thematic	12.25	318	NA	NA

View All

Dec 24, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Motilal Oswal Midcap Fund	50.32	38,003	0.61	-1.79	-2.83	-2.16	-14.41	19.89	18.87	9.92	14.63	0.72
Motilal Oswal Large and Midcap Fund	28.01	15,146	3.70	-0.33	-2.90	0.82	-8.40	19.63	18.37	NA	18.14	0.69
Motilal Oswal Flexi Cap Fund	36.05	14,312	0.82	-1.17	-2.17	-0.98	-8.48	15.86	6.72	7.40	11.62	0.85
Motilal Oswal Small Cap Fund	14.37	5,862	1.74	-1.21	-0.75	1.28	-3.80	NA	NA	NA	20.01	0.67
Motilal Oswal Multi Cap Fund	13.66	4,720	0.24	-2.28	-2.53	0.20	0.36	NA	NA	NA	22.98	0.72
Motilal Oswal ELSS Tax Saver Fund	38.99	4,444	4.13	-0.89	-3.09	-1.04	-12.12	18.02	15.10	13.30	13.26	0.64