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Motilal Oswal Infrastructure Fund

Motilal Oswal Mutual Fund · 153484 · Quant Rank #430

Not RecommendableFully Researched (Deep)Prospera Research Confidence: LOW
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryINF
AUM₹147 Cr
Benchmark—
RiskometerVery High
TER0.82%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerAjay Khandelwal, Rakesh Shetty, Atul Mehra, Bhalchandra Shinde
AUM Floor₹300 Cr
Min Track3 yrs
Max Alloc15%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT2/10
AMQ3/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERS5/10
Structural Gates
Gate 1 — EligibilityEXCLUDED

AUM floor: FAIL · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 26.2 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep Research

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

CON — Consistency
10% weight
Deep Research

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

PQT — Portfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: LOW

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

VAL — Valuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: LOW

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

DSP — Downside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: LOW

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: LOW

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:59:54 AM

V6 Final Score
26.2
/ 100 — Final Score
AVOID
MOM
0.0
CON
0.0
PQT
6.6
FMQ
4.8
VAL
0.0
STW
5.4
DSP
0.0
OPP
3.2
FMT
1.6
AMQ
1.8
AUT
—
ERS
2.0
THS
0.8
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerAjay Khandelwal, Rakesh Shetty, Atul Mehra, Bhalchandra Shinde
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceMay 13, 2025
Value Research Online — public fund page as of 2026-08-27
Value Research RatingUnrated
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsBharti Airtel 6.67%, Reliance Industries 6.09%, Samvardhana Motherson International 5.25%, Apollo Hospitals 5.02%, Power Grid Corporation 4.60% (top-5 total 27.63%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)147
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)0.82
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)1.43
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] No real return-vs-benchmark figure collected; fund launched May 2025, too young. Scored 0 (N/A).”
CON ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] Confirmed UNRATED by Value Research directly on its own fund page (launched May 2025). Scored 0 (N/A).”
PQT ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] Real top-5 holdings: Bharti Airtel 6.67%, Reliance Industries 6.09%, Samvardhana Motherson International 5.25%, Apollo Hospitals 5.02%, Power Grid Corporation 4.60% (top-5 total 27.63%) — real, low concentration, diversified across telecom, energy, auto components, healthcare, and power.”
FMQ ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] Real 4-manager team (Ajay Khandelwal, Rakesh Shetty, Atul Mehra, Bhalchandra Shinde), managing since the fund's own May 2025 launch — under 1 year, no independent track record yet.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] Real portfolio diversified across telecom, energy, auto components, healthcare, and power — a genuine, currently-relevant broad infrastructure-adjacent exposure.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] No real drawdown evidence found; fund too young. Scored 0 (N/A).”
OPP ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH, analyst judgment] Very young, unrated, small-AUM (Rs147 Cr) fund with no independent track record — insufficient real evidence for more than a cautious view.”
THS ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:59:54 AM
“[DEEP RESEARCH] Standard, real, diversified infrastructure-sector thesis; too early to assess execution against it.”