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InvestVerdict

Motilal Oswal Quant Fund

Regular Plan · Reinvestment/Payout · Sectoral / Thematic · Scheme code 152693

NAV₹9.3233as on 28 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · Reinvestment/Payout
History1.9 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.993.624.16 7.02—— ——-3.25
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 5.6615.6212.90 —13.92—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 18.8% -0.52 -0.69 1.16 -4.92% -26.7% 80.06
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 22 months this scheme and its benchmark share.

Growth of ₹100 since launch

7384941042026InvestVerdict

Drawdown from peak (%)

0%-10%-20%-30%2026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
44 -10.9% 0.5% 13.8% 48%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Motilal Oswal Quant Fund

Regular Plan · Reinvestment/Payout

Allocation

By asset

Equity99.18%
Cash & Equivalents0.82%

By market cap

Large Cap38.28%
Mid Cap51.00%
Small Cap9.90%

Concentration

Number of stocks51
Top 5 stocks11.72%
Top 10 stocks22.66%
Top 20 stocks43.98%
Largest holding2.57%
Largest sectorIT - Software 14.41%
Effective stocks49.7
Cash0.82%
InvestVerdict

Motilal Oswal Quant Fund

Regular Plan · Reinvestment/Payout · holdings

Top 18 holdings

#CompanySector% of fund
1— Insurance2.57%
2— Pharmaceuticals & Biotechnology2.34%
3— Agricultural, Commercial & Construction Vehicles2.30%
4— Electrical Equipment2.27%
5— Petroleum Products2.24%
6— Petroleum Products2.24%
7— Finance2.19%
8— Petroleum Products2.18%
9— Industrial Products2.17%
10— Gas2.16%
11— Consumer Durables2.16%
12— Capital Markets2.14%
13— Capital Markets2.14%
14— Automobiles2.14%
15— Capital Markets2.14%
16— Capital Markets2.13%
17— Electrical Equipment2.13%
18— Automobiles2.12%

Sector split

IT - Software — 14.4%Capital Markets — 10.6%Automobiles — 8.2%Petroleum Products — 6.7%Finance — 6.4%Pharmaceuticals & Biotechnology — 6.3%Consumer Durables — 6.2%Electrical Equipment — 4.4%Industrial Products — 4.0%Other — 32.8%IT - Software14.4%Capital Markets10.6%Automobiles8.2%Petroleum Products6.7%Finance6.4%Pharmaceuticals & Biotech…6.3%Consumer Durables6.2%Electrical Equipment4.4%Industrial Products4.0%Other32.8%
IT - Software14.41%
Capital Markets10.62%
Automobiles8.22%
Petroleum Products6.66%
Finance6.40%
Pharmaceuticals & Biotechnology6.26%
Consumer Durables6.22%
Electrical Equipment4.40%
Industrial Products4.02%
Leisure Services3.63%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 1 Sep 2026.