Hi-Conviction Focused Portfolio (upto ~35 stocks) of House Identified Hi-Growth themes leading the markets
~ based upon the current FM strategy, will can be subject to change based upon the disclosures and asset allocation in SID and KIM of the scheme. The term ‘Hi-Quality and Hi-Growth Portfolios’ refer to Motilal Oswal AMC’s defined fund management processes based on internal qualitative and quantitative research parameters & not be construed as investment advice to any party.
Over all Market Cap is on Upward Mobility & stocks also change market cap segments – A Multi Cap structure enables participation irrespective
Source: Motilal Oswal AMC Internal Research, Wealth creation study. Disclaimer: Past performance may or may not be sustained in future. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy.
Here's what our CIO & Fund Manager, Niket Shah has to say.
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.
However, there can be no assurance that the investment objective of the scheme will be realized.
1% - If redeemed on or before 15 days from the date of allotment.
Nil - If redeemed after 15 days from the date of allotment.