NFO Alert: Motilal Oswal AMC launches Motilal Oswal Multi Cap Fund

Motilal Oswal Asset Management Company (MOAMC) today announced the launch of its latest new fund offer “Motilal Oswal Multi Cap Fund”. The Multi Cap Fund is an open-ended equity scheme that aims to benefit from investing in opportunities across large, mid and small cap companies.

Motilal Oswal Asset Management Company (MOAMC) today announced the launch of its latest new fund offer “Motilal Oswal Multi Cap Fund”. The Multi Cap Fund is an open-ended equity scheme that aims to benefit from investing in opportunities across large, mid and small cap companies.

Key Fund Details:
NFO Period: 28th May – 11th June 2024

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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.

Benchmark: Nifty 500 Multicap 50:25:25 Index TR

Portfolio Strategy: The fund will invest in High Conviction Focused Portfolio (upto ~35 stocks, based on current Fund management strategy) of house identified high growth themes leading the market. The fund aims to maintain a well-balanced portfolio with a minimum of 25% in each of Small, Mid and Large Cap stocks and a maximum 75% exposure in equity and remaining in Debt.

Investor Profile: Tailored for investors seeking long-term capital growth by investing in a Unique Hi-Conviction Focused Multi Cap Portfolios with disciplined allocation to all market cap segments at all points of time, the Motilal Oswal Multi Cap Fund is ideal for those with investment horizon of 3-7 years and are looking to capitalise on the potential of emerging businesses benefitting from India’s economic growth.

Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company said, “India is currently experiencing a mini-Goldilocks moment. Indian economy, while not being immune to the global turmoil has demonstrated strong performance across key indicators with GDP expected to grow to $30trn by 2047. The coming few years will be the transformative phase for the Indian economy. Solid macroeconomic conditions, healthy corporate earnings, peaking of interest rates, moderate inflation print, and ongoing policy momentum will help drive this growth in equity markets too. We firmly believe in the medium-term India trajectory and have conviction in selected domestic cyclical themes.”

A multi cap strategy is ideal to ride the wave of growth across the economy with a discipline of Market Cap allocation and discretion of stock selection. If we look at annualised outperformance over 3 & 5-Years Rolling Period, it shows outperformance of The Multi Cap Index over Nifty 500. On 3 Year Rolling, there was an Average Outperformance 1.18% 67% of the times. On a 5 Year Rolling basis there was outperformance 77% of Times, with average outperformance of 1.00%.