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Motilal Oswal Quant  Gr

Motilal Oswal Quant Gr

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation20.6%
Sharpe Ratio-0.38

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Multi Commodity Exchange of India LtdFinancial Services4.38%
Patanjali Foods LtdConsumers4.29%
Glenmark Pharmaceuticals LtdServices4.14%
Petronet LNG LtdEnergy & Infra4.10%
Coforge LtdTechnology3.99%
Hindustan Zinc LtdCapital Goods3.94%
BSE LtdFinancial Services3.93%
Angel One Ltd Ordinary SharesFinancial Services3.91%
HCL Technologies LtdTechnology3.89%
TVS Motor Co LtdConsumers3.88%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AK

Ajay Khandelwal

Mr. Ajay Khandelwal has experience of 22 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹200 Cr Holds a B.E. degree.

Team

47 years

Combined Team Experience

AUM

₹ 10,361 Cr

Assets Under Management

RS
Rakesh Shetty
Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.59%

iconRegulatory & Tax Information

INF247L01CP9
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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