Compare Quant Quantamental Fund vs Motilal Oswal Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹500
Expense Ratio
2.17
0.94
NAV
₹23.21
₹9.93
Fund Started
13 Apr 2021
03 Jun 2024
Fund Size
₹1371.09 Cr
₹211.06 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 15 days.
1 Year
9.82%
11.24%
3 Year
19.26%
-
5 Year
-
-
Equity
90.80%
98.53%
Cash
1.44%
1.47%
Top 10 Holdings
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% |
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% |
Name
-
-
Start Date
-
-
Description
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.
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.
Launch Date
13 Apr 2021
03 Jun 2024
