Motilal Oswal Quant Fund Overview
Category Quant Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 07-03-2025
NAV ₹8.64(R) +0.79% ₹9.14(D) +0.79%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Benchmark
SIP (XIRR) Regular -% -% -% -% -%
Direct -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Quant Fund
Fund Name Rank Rating
ICICI Prudential Quant Fund -

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Quant Fund - Regular - IDCW 7.97
0.0600
0.7800%
Motilal Oswal Quant Fund - Direct - IDCW 8.6
0.0700
0.7900%
Motilal Oswal Quant Fund - Regular - Growth 8.64
0.0700
0.7900%
Motilal Oswal Quant Fund - Direct - Growth 9.14
0.0700
0.7900%

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed three return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Three return parameters of the fund are below average in the category, which are listed below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
  2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. For Motilal Oswal Quant Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Motilal Oswal Quant Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Motilal Oswal Quant Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Motilal Oswal Quant Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Motilal Oswal Quant Fund NAV Regular Growth Motilal Oswal Quant Fund NAV Direct Growth
07-03-2025 8.6439 9.1431
06-03-2025 8.5765 9.0718
05-03-2025 8.4552 8.9433
04-03-2025 8.234 8.7093
03-03-2025 8.1259 8.5949
28-02-2025 8.2092 8.6828
27-02-2025 8.4452 8.9324
25-02-2025 8.6245 9.122
24-02-2025 8.6741 9.1744
21-02-2025 8.7682 9.2737
20-02-2025 8.838 9.3474
19-02-2025 8.7624 9.2674
18-02-2025 8.6514 9.1499
17-02-2025 8.7915 9.2981
14-02-2025 8.8504 9.3602
13-02-2025 9.0701 9.5925
12-02-2025 9.0975 9.6214
11-02-2025 9.114 9.6388
10-02-2025 9.404 9.9454
07-02-2025 9.6261 10.1801

Fund Launch Date: 06/Jun/2024
Fund Category: Quant Fund
Investment Objective: 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. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Description: An open-ended equity scheme investing based on a quant investment framework
Fund Benchmark: Nifty 200 Index TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.