Investment Objective and Approach

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. The fund follows a data-driven investment approach that leverages quantitative models to identify investment opportunities across equity markets.

The scheme seeks to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a proprietary quantitative investment framework. This systematic approach helps in maintaining discipline in stock selection while minimizing emotional biases that often affect investment decisions.

Key features of the investment strategy include:

- Majorly allocated funds in Cash Equivalent, Industrial, Financial Services, Basic Materials, Tech, Consumer Cyclical, Consumer Defensive, Health, Communication, Real Estate, Energy

- Use of proprietary quantitative models for stock selection

- Focus on medium to long-term capital appreciation

- Diversified portfolio approach across sectors

Fund Managers

Rakesh Shetty is the Current Fund Manager of Motilal Oswal Quant Fund Direct Growth fund. Additionally, Ajay Khandelwal is the fund manager of Motilal Oswal Quant Fund Direct Growth, indicating a co-management structure.

Rakesh Shetty brings significant expertise in capital markets. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys. He has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development. Mr. Shetty has done B.Com

Ajay Khandelwal has a strong academic background. Mr. Khandelwal is MBA & Bachelor of Engineering. His experience spans across multiple financial institutions and technology sectors.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a Mumbai-based AMC, which is the designated Investment Manager of Motilal Oswal Mutual Fund. It was incorporated in 2008 under the Companies Act of 1956. It is also registered as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993.

The AMC has achieved significant milestones:

- Motilal Oswal Mutual Fund AMC was incorporated on 14, Nov 2008, and has an AUM size of Rs. 1,09,736 Cr as on 30, Jun 2025.

- Motilal Oswal Mutual Fund has total of 101 schemes.

- Motilal Oswal Mutual Fund is a premier AMC with active operations in over 600 locations across the country. With over 9 Lakh registered clients and over 2400 office premises, Motilal Oswal has a diversified portfolio of financial services under its belt.

The AMC is promoted and sponsored by Motilal Oswal Financial Services Ltd. (MOFSL). Motilal Oswal Financial Services Limited (MOFSL), the company that sponsors Motilal Oswal Mutual Funds, is a diversified financial service provider, also based out of Mumbai. MOFSL was established in May 2005 and commenced its operations from June of the same year. With a 9 Lakh strong clientele, many of whom are High Net Worth individuals, MOFSL is a prominent name in the financial landscape of this country.

Should I Invest in Motilal Oswal Quant Fund?

The Motilal Oswal Quant Fund presents a mixed investment proposition that requires careful consideration of your risk appetite and investment horizon.

Positive Aspects:

- Low Expense Ratio: The fund has an expense ratio 0.7. This fund has an expense ratio of 0.69% which is less than its category average expense ratio of 1.31%

- Accessible Investment: Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.

- Established Fund House: Backed by the experienced Motilal Oswal group with extensive market presence

Areas of Concern:

- Performance: Motilal Oswal Quant Fund Direct Growth has given a CAGR return of -9.52% since inception.

- High Risk: The Motilal Oswal Quant Fund Direct Growth is rated Very High risk.

- Negative Alpha: The alpha ratio for the Motilal Oswal Quant Fund is -3.47

Investment Considerations:

- Suitable for investors with high risk tolerance

- Long-term investment horizon is essential

- Consider this as part of a diversified portfolio

- Monitor performance regularly given the fund's current underperformance

The fund's quantitative approach offers a systematic investment methodology, but recent performance suggests caution. Potential investors should carefully evaluate their risk capacity and investment objectives before investing.

FAQs

What is today's NAV of Motilal Oswal Quant Fund?

The NAV of Motilal Oswal Quant Fund on Jul 17 2025, is ₹10.7154. NAV is updated daily and reflects the current market value of the fund's holdings.

What is the AUM of Motilal Oswal Quant Fund?

The AUM (i.e. assets under management) of Motilal Oswal Quant Fund is ₹118.24 Cr as of 4th April 2025. AUM indicates the total value of assets managed by the fund.

What is the expense ratio of Motilal Oswal Quant Fund?

The expense ratio of Motilal Oswal Quant Fund Plan is 0.69 as of 4th April 2025. This is lower than the category average, making it cost-effective for investors.

What are the returns of Motilal Oswal Quant Fund since inception?

Motilal Oswal Quant Fund Direct Growth has given a CAGR return of -9.52% since inception. The fund has faced challenges in generating positive returns since launch.

What is the minimum SIP amount to invest in Motilal Oswal Quant Fund?

Minimum SIP Investment is set to ₹500. This makes the fund accessible to retail investors starting their investment journey.

How do I invest in Motilal Oswal Quant Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing investment amount and mode (SIP/lumpsum). Allvest provides a seamless digital investment experience.

How to start a SIP in Motilal Oswal Quant Fund?

Start a SIP through Allvest by selecting monthly/quarterly frequency, setting investment amount (minimum ₹500), and choosing auto-debit date. The SIP will be activated after mandate approval.

How do I automate an SIP in Motilal Oswal Quant Fund?

Set up auto-debit mandate through Allvest platform by providing bank details and authorizing automatic monthly deductions. This ensures consistent investments without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Quant Fund?

Redeem through Allvest by selecting partial or full redemption. Exit load of 1%, if redeemed within 15 days. Proceeds are typically credited within 3-4 working days.