myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Quant

Opening:

3rd June 2024

Closing:

5th June 2024

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

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

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

Nil Debt Nil Others

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

Uniqueness

Return

Risk

Operability

Oomph 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.

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