Compare Motilal Oswal Quant Fund vs Quant Quantamental Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹1000
Expense Ratio
0.94
3.29
NAV
₹9.81
₹23.67
Fund Started
03 Jun 2024
13 Apr 2021
Fund Size
₹211.06 Cr
₹1371.09 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 15 days.
1 Year
5.65%
9.44%
3 Year
-
20.12%
5 Year
-
-
Equity
98.53%
90.80%
Cash
1.47%
1.44%
Top 10 Holdings
Premier Energies Ltd. | 5.61% |
Waaree Energies Ltd. | 5.22% |
Glenmark Pharmaceuticals Ltd. | 5.07% |
Lupin Ltd. | 4.97% |
Vedanta Ltd. | 4.71% |
Kalyan Jewellers India Ltd. | 4.54% |
Hero Motocorp Ltd. | 4.51% |
Muthoot Finance Ltd. | 4.46% |
Dixon Technologies (India) Ltd. | 4.39% |
Torrent Power Ltd. | 4.17% |
Piramal Finance Ltd. | 10.00% |
Adani Enterprises Ltd. | 9.62% |
HDFC Bank Ltd. | 8.22% |
Adani Green Energy Ltd. | 6.77% |
Kotak Mahindra Bank Ltd. | 6.08% |
HDFC Life Insurance Co Ltd. | 5.46% |
Aurobindo Pharma Ltd. | 5.16% |
Larsen & Toubro Ltd. | 5.02% |
Aurobindo Pharma Ltd. | 4.86% |
Adani Power Ltd. | 3.52% |
Name
-
-
Start Date
-
-
Description
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.
The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.
Launch Date
03 Jun 2024
13 Apr 2021
