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Motilal Oswal Quant Fund - Direct - IDCW

Motilal Oswal · Equity Fund
High
₹9.36
Current NAV
03 Nov 2026
-6.0%
1Y Return
12.3%
3Y CAGR
15.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.73%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.33).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.83
Sharpe Ratio
1.33
Beta
6.33
Alpha
0.94
Sortino
Fund Details
Fund House Motilal Oswal
Category Equity Fund
AUM ₹7880 Cr
Expense Ratio 0.73%
Min SIP ₹500
Min Lumpsum ₹1000
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