NFO Monitor

Fund Facts

Name of Fund:

Motilal Oswal Quant
Opening:

3rd June 2024
Closing:

5th June 2024
Scheme Type:

Open Ended Equity Sectoral/ Thematic
Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.
Plan:

Regular and Direct
Options:

Growth and IDCW
Entry Load:

Nil
Exit Road:

1% pf NAV if redeemed on or before 15 days from the date of allotment.
Thereafter:

Nil

Fund Stats

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.

Benchmark:
NIFTY 200
Fund Manager:
Ajay Khandelwal, Rakesh Shetty

Asset Allocation

80-100 % Equity

upto 20% Money Market

Comparable existing schemes

Tata Quant Fund	12.11(6M)	30.10(1Y)
360 ONE Quant Fund	25.16(6M)	59.89(1Y)

Fund Prognosis

Idea Distiller

Use numerics, AI and machine speed to churn a large array of data and make investments based on these outputs.

Fund House AAUM:
Rs 5074552.21 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 14 years

Scheme DNA 4 fundamentals

UNIQNESS
RETURN
RISK
OPERABILITY

OOMP Factor

AI, machine learning, big data - these are buzzwords now in the investing space. Although the history for quants in MF in India is not great, let us see how this one fares.

Motilal Oswal Quant