Why Motilal Oswal Multi Cap Fund ?

Why Motilal Oswal Multi Cap Fund

Its all about The Sweet Spot

Its all about The Sweet Spot

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.

Why Multi Cap?

Upward Mobility

Dedicated Allocation

Unique Sectors

Winners Keep Changing

Upward Mobility image

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.

Want to Know more about the Multi Cap Fund?

Here's what our CIO & Fund Manager, Niket Shah has to say.

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  • Fund Details

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Fund Name

Motilal Oswal Multi Cap Fund

Plans

Regular Plan and Direct Plan

Options (Under each plan)

IDCW (Payout and Reinvestment) and Growth

Benchmark

Nifty 500 Multicap 50:25:25 Total Return Index

Minimum Application Amount

₹ 500/- and in multiples of ₹ 1/- thereafter

Minimum Redemption Amount

₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

Investment Objective

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.

Type

An open-ended equity scheme investing across large cap, mid cap, small cap stocks

Entry load

NIL

Exit load

1% - If redeemed on or before 15 days from the date of allotment.

Nil - If redeemed after 15 days from the date of allotment.

Fund Managers

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Niket Shah

CIO & Fund Manager

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Ankush Sood

MF Fund Manager

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Santosh Singh

Executive Group Vice President

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Rakesh Shetty

Fund Manager/Dealer

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Ajay Khandelwal

Executive Group Vice President

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Atul Mehra

Vice President

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FAQs

What is Multi Cap?

PlusSign
- A Multi Cap Fund invests 25% each in Large, Mid and Small Caps. The fund can invest across all market caps and sectors.

Why Multi Caps?

PlusSign
- Diversification: Multicap funds offer a diverse portfolio by investing in companies of varying sizes and sectors. This approach to diversification reduces risk by distributing investments across multiple sectors, reducing the risk or impact of underperformance in a particular market segment or sector.
- Flexibility: These funds have the flexibility to rebalance the portfolio based on the market conditions within the asset allocation limits.
- Growth potential: By investing in companies of different sizes, Multi Cap Funds can tap into growth opportunities across various segments of the market. This comprehensive approach allows Multi Cap Funds to benefit from a broader range of market dynamics and opportunities.
- Risk Management: The diversified nature of Multi Cap Funds can significantly reduce risk compared to investing exclusively in one market segment. By spreading investments across Large, Mid, and Small Caps, these funds are less vulnerable to the volatility. This broad exposure ensures that poor performance in one area can be offset by better performance in another, leading to a more balanced and stable investment experience.

Why Motilal Oswal Multi Cap?

PlusSign
- Unique Investment Approach of Motilal Oswal Multi Cap Fund:
Expertise - With a proven and lengthy track record spanning two decades, MOAMC has consistently demonstrated the ability to create wealth through early identification and investment in Large, Mid and Small Caps. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers.
High Quality & High Growth Investing - Our core investment philosophy of QGLP (Quality, Growth, Longevity and Price), reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.
Skin in the Game – Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding 6,800+ crores across our funds*. This commitment is mirrored by the promoters' dedication to investing during the Multi Cap NFO, aligning with our strategy and conviction.
*Data as on 30th April, 2024.
Size Advantage - Our fresh portfolio is meticulously curated to capture the best opportunities and future growth potential.
High Conviction - We proudly position ourselves as a uniquely positioned high-conviction multi cap fund, emphasizing our unwavering belief in our investment choices.
Growth Themes - Our investment strategy focuses on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward-looking approach ensures alignment with dynamic market conditions and emerging opportunities.
Our Process, Your Success - "Our Process, Your Success" signifies our unwavering adherence to proven processes developed over decades of equity research and investing experience with a clear objective of charting a seamless path to your financial success.
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