The scheme seeks to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a proprietary quantitative investment framework.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Rakesh Shetty
Mr. Shetty has done B.Com
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Motilal Oswal Quant Fund is ₹10.11 as of 2026-08-28.
Motilal Oswal Quant Fund is classified as a Thematic-Quant fund.
The Assets Under Management (AUM) of Motilal Oswal Quant Fund is ₹254.52 Cr.
The expense ratio of Motilal Oswal Quant Fund is 1.59%.
Motilal Oswal Quant Fund is managed by Rakesh Shetty.
The minimum SIP investment for Motilal Oswal Quant Fund is ₹500.
The exit load for Motilal Oswal Quant Fund is 1%.
As per the SEBI Riskometer, Motilal Oswal Quant Fund carries a Very High risk level.
Motilal Oswal Quant Fund has delivered 7.01% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Motilal Oswal Quant Fund was launched on 2009-12-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
