Motilal Oswal Quality Fund
An open-ended equity scheme following the Quality Factor Theme.
Regular | Growth
Return
3 years
6.08%
Nav
12.59
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fundIcon:/content/dam/motilal-mf/nfo/quality_fund/ic_MO_quality_Fund.png
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typeOfScheme:An open-ended equity scheme following the Quality Factor Theme.
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nfoReopenDate:24-Sep-2026
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schDetail:
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exitLoad:
If redeemed on or before 90 days from the day of allotment. – 1%.
If redeemed after 90 days from the date of allotment. - Nil
Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch- out amongst the plans within the same scheme. -
nfoStartDate: 28-Aug-2026
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sebiCategory: Equity Fund
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cmotsGroupCode: MO46731
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dateOfAllotment: 2026-09-18
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schemeName: Motilal Oswal Quality Fund
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nfoEndDate: 11-Sep-2026
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fundCategoryCode: MF
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schcode: QF
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fundsTaggingSection:
- 0: motilal-oswal-amc:nfo
- 1: motilal-oswal-amc:indian-equity-
- 2: motilal-oswal-amc:active
-
planList:
-
0:
- sixth_char_name: R
- planNameOriginal: Regular Growth
- groupedCode: GPG
- groupedName: Regular-Growth
- optionCode: G
- optionName: Growth
- planCode: GP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- dlPKey: DL_MF_QF_GP_GR
- isin: INF247L01HL7
- amfi_schcode: 154667
- cmt_schcode: 46731
-
1:
- sixth_char_name: D
- planNameOriginal: Direct Growth
- groupedCode: GDG
- groupedName: Direct Growth
- optionCode: G
- optionName: Growth
- planCode: GD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- dlPKey: DL_MF_QF_GD_GD
- isin: INF247L01HI3
- amfi_schcode: 154668
- cmt_schcode: 46733
-
2:
- sixth_char_name: R
- planNameOriginal: Regular Reinvestment
- groupedCode: DPR
- groupedName: Regular IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- dlPKey: DL_MF_QF_DP_RR
- isin: INF247L01HN3
- amfi_schcode: 154669
- cmt_schcode: 46732
-
3:
- sixth_char_name: D
- planNameOriginal: Direct Reinvestment
- groupedCode: PDR
- groupedName: Direct IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- dlPKey: DL_MF_QF_PD_RD
- isin: INF247L01HK9
- amfi_schcode: 154670
- cmt_schcode: 46734
-
4:
- sixth_char_name: R
- planNameOriginal: Regular Payout
- groupedCode: DPD
- groupedName: Regular IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
- dlPKey: DL_MF_QF_DP_DR
-
5:
- sixth_char_name: D
- planNameOriginal: Direct Payout
- groupedCode: PDD
- groupedName: Direct IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
- dlPKey: DL_MF_QF_PD_DD
-
What is Quality Investing?
Lesser Downside
- Stable earnings mean fewer shocks to a portfolio, and fewer moments that test an investor's patience.
Compounding Needs Time
- The longer a return stream stays uninterrupted, the more compounding does the work — Quality is built to stay uninterrupted.
Works Across Cycles
- A business that doesn't rely on a booming environment to perform is a business you can hold through more environments.
Why Motilal Oswal Quality Fund?
Invests with Focused Approach
A focused 20–35 stock portfolio
Continuous monitoring and exit discipline - active management
Based on current fund manager strategy.
Businesses We Look for
High ROE, high ROCE, low leverage
Earnings consistency across cycles is part of the selection criteria
Built for Resilience, Not Just Returns
Quality has shown resilience across economic cycles
97.8% of rolling 3-year periods (FY06–FY26) delivered returns for the Quality Index
Focuses on
Businesses generating strong free cash flow with capital discipline
A durable competitive moat - scale, brand, or cost advantage
Sound corporate governance practices
Source: MO AMC Internal. The above information is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. *As per current FM Strategy. Disclaimer: Past performance may or may not be sustained in future and future returns are not guaranteed and a loss of original capital may occur. Past performance is not indicative of future returns.
Every position must survive every stage. No exceptions. No shortcuts. The funnel is the discipline
Every position must survive every stage. No exceptions. No shortcuts. The funnel is the discipline
Every position must survive every stage. No exceptions. No shortcuts. The funnel is the discipline
Every position must survive every stage. No exceptions. No shortcuts. The funnel is the discipline
Every position must survive every stage. No exceptions. No shortcuts. The funnel is the discipline
<br>Disclaimer: based on current fund manager strategy.
Why Quality Factor?
<br>Note: Relative performance between Quality 30 and Value 30 has varied across market phases and time horizons; shorter 3–5-year windows do not necessarily reflect the pattern seen over the full period shown above
Historical Performance
CAGR
planList:
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- sixth_char_name: R
- planNameOriginal: Regular Growth
- groupedCode: GPG
- groupedName: Regular-Growth
- optionCode: G
- optionName: Growth
- planCode: GP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- dlPKey: DL_MF_QF_GP_GR
- isin: INF247L01HL7
- amfi_schcode: 154667
- cmt_schcode: 46731
-
1:
- sixth_char_name: D
- planNameOriginal: Direct Growth
- groupedCode: GDG
- groupedName: Direct Growth
- optionCode: G
- optionName: Growth
- planCode: GD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- dlPKey: DL_MF_QF_GD_GD
- isin: INF247L01HI3
- amfi_schcode: 154668
- cmt_schcode: 46733
-
2:
- sixth_char_name: R
- planNameOriginal: Regular Reinvestment
- groupedCode: DPR
- groupedName: Regular IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- dlPKey: DL_MF_QF_DP_RR
- isin: INF247L01HN3
- amfi_schcode: 154669
- cmt_schcode: 46732
-
3:
- sixth_char_name: D
- planNameOriginal: Direct Reinvestment
- groupedCode: PDR
- groupedName: Direct IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- dlPKey: DL_MF_QF_PD_RD
- isin: INF247L01HK9
- amfi_schcode: 154670
- cmt_schcode: 46734
-
4:
- sixth_char_name: R
- planNameOriginal: Regular Payout
- groupedCode: DPD
- groupedName: Regular IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
- dlPKey: DL_MF_QF_DP_DR
-
5:
- sixth_char_name: D
- planNameOriginal: Direct Payout
- groupedCode: PDD
- groupedName: Direct IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
- dlPKey: DL_MF_QF_PD_DD
- bmCode: 2137
Tracking Difference
Data as on 27 Feb 2026
- 1Y
- 3Y
- 5Y
- 10Y
- Inception
Scheme Inception Date -29-09-2023.
Performance is based on Compounded Annualised returns
Tracking Difference shall be disclosed only if the Scheme has completed 1 year
period
Tracking Difference is the difference in the performance between Scheme and its Benchmark
Periodic Returns
Data as on
- 1Y
- 3Y
- 5Y
- 7Y
- 10Y
- Inception
-
schemeName: Motilal Oswal Quality Fund
-
planList:
-
0:
- sixth_char_name: R
- planNameOriginal: Regular Growth
- groupedCode: GPG
- groupedName: Regular-Growth
- optionCode: G
- optionName: Growth
- planCode: GP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- dlPKey: DL_MF_QF_GP_GR
- isin: INF247L01HL7
- amfi_schcode: 154667
- cmt_schcode: 46731
-
1:
- sixth_char_name: D
- planNameOriginal: Direct Growth
- groupedCode: GDG
- groupedName: Direct Growth
- optionCode: G
- optionName: Growth
- planCode: GD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- dlPKey: DL_MF_QF_GD_GD
- isin: INF247L01HI3
- amfi_schcode: 154668
- cmt_schcode: 46733
-
2:
- sixth_char_name: R
- planNameOriginal: Regular Reinvestment
- groupedCode: DPR
- groupedName: Regular IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- dlPKey: DL_MF_QF_DP_RR
- isin: INF247L01HN3
- amfi_schcode: 154669
- cmt_schcode: 46732
-
3:
- sixth_char_name: D
- planNameOriginal: Direct Reinvestment
- groupedCode: PDR
- groupedName: Direct IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- dlPKey: DL_MF_QF_PD_RD
- isin: INF247L01HK9
- amfi_schcode: 154670
- cmt_schcode: 46734
-
4:
- sixth_char_name: R
- planNameOriginal: Regular Payout
- groupedCode: DPD
- groupedName: Regular IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
- dlPKey: DL_MF_QF_DP_DR
-
5:
- sixth_char_name: D
- planNameOriginal: Direct Payout
- groupedCode: PDD
- groupedName: Direct IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
- dlPKey: DL_MF_QF_PD_DD
-
Past Performance Calculator
Explore how much wealth you would have created by investing in our schemes using this SIP Calculator
Search a fund
Motilal Oswal Mid cap fund
SIP
Lumpsum
If you would have invested monthly
If you would have invested
10000
Tenure
10
Invested Amount
1200000
Current Value of Investment
Disclaimer:
- This calculator is provided for informational purposes only.
- The results are based on user inputs and should not be considered as investment advice. Users should seek the advice of a qualified financial professional before making any investment decisions.
- The creators of the calculator and its affiliates shall not be held responsible for any financial losses resulting from the use of the calculator.
- Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
- SIP is allowed in select open ended schemes. Refer the Scheme SAI, SID, KIM for detailed information.
Why this fund?
Expertise
Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.
High Conviction
A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.
Quality and Growth
We prioritize business quality and management strength, guided by our QGLP investment philosophy.
*Based upon our current investment strategy.
Pioneering Growth
A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.
Skin in the Game
Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.
*Data as on 31st January 2024.
Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.
Portfolio Composition
Download
- Date As On:
- portfolioUrl:
- holdings:
- sector:
Industry Classification as recommended by AMFI
-
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Key Facts
- Launched on 28 Aug 2026
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Investment Objective
-
investmentObjective:
The investment objective is to provide medium to long - term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved
-
applicationAmount:
During NFO and on Continuous Basis: For Lumpsum: ₹500/- and in multiple of ₹1/- thereafter
-
redemptionAmont: Rs. 500/- and in multiples of Re. 1/- thereafter
-
exitLoad:
If redeemed on or before 90 days from the day of allotment. – 1%.
If redeemed after 90 days from the date of allotment. - Nil
Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch- out amongst the plans within the same scheme. -
portfolioTurnoverRatio: NA
-
planList:
-
0:
- sixth_char_name: R
- planNameOriginal: Regular Growth
- groupedCode: GPG
- groupedName: Regular-Growth
- optionCode: G
- optionName: Growth
- planCode: GP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- dlPKey: DL_MF_QF_GP_GR
- isin: INF247L01HL7
- amfi_schcode: 154667
- cmt_schcode: 46731
-
1:
- sixth_char_name: D
- planNameOriginal: Direct Growth
- groupedCode: GDG
- groupedName: Direct Growth
- optionCode: G
- optionName: Growth
- planCode: GD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- dlPKey: DL_MF_QF_GD_GD
- isin: INF247L01HI3
- amfi_schcode: 154668
- cmt_schcode: 46733
-
2:
- sixth_char_name: R
- planNameOriginal: Regular Reinvestment
- groupedCode: DPR
- groupedName: Regular IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- dlPKey: DL_MF_QF_DP_RR
- isin: INF247L01HN3
- amfi_schcode: 154669
- cmt_schcode: 46732
-
3:
- sixth_char_name: D
- planNameOriginal: Direct Reinvestment
- groupedCode: PDR
- groupedName: Direct IDCW Reinvestment
- optionCode: R
- optionName: IDCW Reinvestment
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- dlPKey: DL_MF_QF_PD_RD
- isin: INF247L01HK9
- amfi_schcode: 154670
- cmt_schcode: 46734
-
4:
- sixth_char_name: R
- planNameOriginal: Regular Payout
- groupedCode: DPD
- groupedName: Regular IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: DP
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
- dlPKey: DL_MF_QF_DP_DR
-
5:
- sixth_char_name: D
- planNameOriginal: Direct Payout
- groupedCode: PDD
- groupedName: Direct IDCW Payout
- optionCode: D
- optionName: IDCW Payout
- planCode: PD
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
- dlPKey: DL_MF_QF_PD_DD
-
-
benchmark: Nifty 200 Quality 30 Total Return Index
-
expenseRatioDirect: NA
Minimum Application Amount
₹500/- and in multiples of ₹1/- thereafter
Minimum Redemption Amount
₹500/- then ₹1/- increments, up to account balance
Latest AUM
Portfolio Turnover Ratio
NA
Plans
Regular,Direct
Options (Under each plan)
Growth
Benchmark
Total Expense Ratio
Inception date
Entry Load
Exit Load Policy
Our Fund Managers
Managing this fund since
Total AUM
-
-
schDetail
-
exitLoad:
If redeemed on or before 90 days from the day of allotment. – 1%.
If redeemed after 90 days from the date of allotment. - Nil
Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch- out amongst the plans within the same scheme. -
nfoStartDate: 28-Aug-2026
-
sebiCategory: Equity Fund
-
cmotsGroupCode: MO46731
-
dateOfAllotment: 2026-09-18
-
schemeName: Motilal Oswal Quality Fund
-
nfoEndDate: 11-Sep-2026
-
fundCategoryCode: MF
-
schcode: QF
-
-
fundManager:
-
0:
-
description:
Mr. Ankit Agarwal brings over two decades of rich experience in the financial industry, spanning asset management, portfolio construction, equity research, and capital markets. His career reflects a deep understanding of global investment dynamics and a consistent track record of delivering strategic insights. He began his journey with UTI Asset Management Company, where he specialized in equity research across diverse sectors including healthcare, telecom, technology, and midcaps. His analytical rigor and sectoral expertise contributed significantly to investment decisions and fund performance. Mr. Agarwal further honed his skills at Barclays Wealth, where he provided tailored investment research and strategic advice to high-net-worth individuals, aligning portfolios with market trends and client goals. His global exposure includes pivotal roles at Lehman Brothers in London, BNP Paribas in Hong Kong, and D. E. Shaw, where he worked on proprietary trading systems. These international stints enriched his perspective on cross-border markets and advanced financial instruments. With a blend of domestic and international experience, Mr. Agarwal stands out as a seasoned professional with a nuanced approach to investment strategy and market analysis.
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designation: Fund Manager
-
picture: /content/dam/motilal-mf/fund-manager/mr-aliasgar-shakir.png
-
fundManagerName: Mr. Ankit Agarwal
-
dropdownField: MF
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ankit-agarwal
-
-
1:
-
description:
Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.
-
designation: Head Equity
-
picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png
-
fundManagerName: Ajay Khandelwal
-
type: MF
-
dropdownField: MF
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal
-
-
2:
-
description:
Mr. Varun Sharma, holds a PGDM from the Indian Institute of Management – Kolkata. He boasts an impressive career with over 15 years of extensive experience in Investment Management. Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade to Franklin Templeton as a Fund Manager.
-
designation: Fund Manager
-
picture: /content/dam/motilal-mf/fund-manager/mr-varun-sharma.png
-
fundManagerName: Varun Sharma
-
type: MF
-
dropdownField: MF
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/varun-sharma
-
-
3:
-
description:
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.
-
designation: Head Debt
-
picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png
-
fundManagerName: Rakesh Shetty
-
type: MF
-
dropdownField: MF
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty
-
-
4:
-
description:
Swapnil has over 12 years of experience in the fund management and product development.
Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.
Business Standard, Research Associate from August 2005 to February 2010.
-
designation: Fund Manager
-
picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png
-
fundManagerName: Swapnil Mayekar
-
type: MF
-
dropdownField: MF
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar
-
-
Downloads
-
- Factsheet
-
- Presentation
-
- Brochures
-
- Scheme information document
-
- Forms
-
- Index Component
- brochurepdf/content/dam/motilal-mf/downloads/mf/leafletsbrochures/2026/aug/one pager motilal oswal quality fund.pdf
- latestFactsheetPdf/content/dam/motilal-mf/downloads/mf/factsheet/2026/aug/factsheet-july-2026-active-funds.pdf
- presentationPdf/content/dam/motilal-mf/downloads/mf/presentations/2026/aug/Motilal-Oswal-Quality-Fund-Presentation.pdf
- sidDocumentPdf/content/dam/motilal-mf/downloads/mf/sid/2026/aug/NFO-SID-Motilal-Oswal-Quality-Fund.pdf
- formPdf/content/dam/motilal-mf/downloads/mf/forms/2026/aug/NFO-Form-Motilal-Oswal-Quality-Fund.pdf
Product Label
This product is suitable for investors who are seeking*
- Long term capital growth
- Investments in equity and equity related instruments of large cap stocks.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
-
productLabellingDescription:
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- An open-ended equity scheme investing in equity related instruments based on Quality Factor.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
-
schDetail
-
exitLoad:
If redeemed on or before 90 days from the day of allotment. – 1%.
If redeemed after 90 days from the date of allotment. - Nil
Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch- out amongst the plans within the same scheme. -
nfoStartDate: 28-Aug-2026
-
sebiCategory: Equity Fund
-
cmotsGroupCode: MO46731
-
dateOfAllotment: 2026-09-18
-
schemeName: Motilal Oswal Quality Fund
-
nfoEndDate: 11-Sep-2026
-
fundCategoryCode: MF
-
schcode: QF
-
-
risk
- riskType: Very High
- riskImageURL: https://www.motilaloswalmf.com/content/dam/motilal-mf/risk-meter-images/risk-meter/very-high-risk.png
- benchmarkRisk: Very High
- benchmarkRiskImageURL: https://www.motilaloswalmf.com/content/dam/motilal-mf/risk-meter-images/benchmark/very-high-risk.png
Frequently Asked Questions
What is Quality Investing?
Why should an investor consider Motilal Oswal Quality Fund?
Investors get an actively managed Quality factor-based approach, identifying businesses that exhibit strong and sustainable quality characteristics and are further evaluated on growth prospects for security selection. Based on the output quality analysis, the fund manager undertakes a qualitative assessment considering business fundamentals, growth prospects, longevity of competitive advantages and valuation to determine security selection and portfolio weights.
For more details refer Scheme Information Document of the scheme.
What is the investment objective of Motilal Oswal Quality Fund (NFO)?
To achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments selected using quality factor-based investment approach.
However, there can be no assurance that the investment objective of the scheme will be achieved.
What is the strategy behind Motilal Oswal Quality Fund (NFO)?
The Scheme adopts an active investment approach with the primary objective of generating long-term capital appreciation by investing predominantly in equity and equity-related securities. The investment strategy follows a Quality factor-based approach, with the objective of identifying businesses that exhibit strong and sustainable quality characteristics and further evaluated on growth prospects for security selection.
The Scheme then applies a combination of liquidity filters, qualitative and quantitative screening parameters to identify investible companies. Thereafter, a proprietary investment framework is used to evaluate companies based on their quality characteristics. The quality assessment may be derived using one or more factors, including return on capital, earnings quality, cash flow generation, balance sheet strength, capital allocation, corporate governance standards, profitability metrics and other relevant qualitative and quantitative indicators.
Based on the output quality analysis, the fund manager undertakes a qualitative assessment considering prevailing market conditions, business fundamentals, growth prospects, longevity of competitive advantages, valuation, risk-reward dynamics and portfolio construction considerations to determine security selection and portfolio weights. The Scheme seeks to maintain exposure to companies demonstrating superior quality characteristics while ensuring that such businesses offer sustainable growth potential, enduring business franchises and reasonable valuations.
The Fund will be actively managed which may result in higher churn or turnover in the portfolio. During periods of adverse market conditions, elevated volatility, or based on the fund manager's assessment, the Scheme may use equity and equity-related derivatives for hedging and portfolio risk management purposes, subject to the limits prescribed under applicable regulations.
Further, the investment strategy shall be reviewed periodically, and the portfolio shall be rebalanced at appropriate intervals to maintain the desired exposure in line with the Scheme's investment objective. The qualitative and quantitative parameters forming part of the QGLP framework may be refined from time to time at the fund manager's discretion to improve portfolio efficiency and optimize risk-adjusted returns, while remaining consistent with the Scheme's investment objective.
Who is the Fund Manager of Motilal Oswal Quality Fund (NFO)?
What is the track record of the fund manager of Motilal Oswal Quality Fund (NFO)?
What is the benchmark of Motilal Oswal Quality Fund?
Can I invest in this NFO through SIP (Systematic Investment Plan)?
Can I invest after the NFO period of Motilal Oswal Quality Fund (NFO)?
What is the lock-in period, if any?
How do I invest in Motilal Oswal Quality Fund (NFO)?
What is the minimum investment amount for Motilal Oswal Quality Fund (NFO)?
For Lumpsum: Rs.500/- and in multiples of Re. 1/- thereafter.
For details pertaining to minimum application amount pertaining to Systematic Investment Plan (SIP)
refer scheme information document of the scheme.
-Link:SID Download
Can I invest online in Motilal Oswal Quality Fund (NFO)?
- Motilal Oswal Asset Allocation Passive Fund Conservative
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