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Why to Invest in Motilal Oswal Largecap & Midcap Fund?

Risk Adjusted Return

Less volatile Largecaps and High growth Midcaps
Concentrated Portfolio

Around 25 stocks#
 
Buy Right : Sit Tight

Holding quality companies for a long period of time
Discipline of Allocation

Minimum allocation to both large and midcaps

#Can change as per fund managers discretion subject to the limits as specified in the Scheme Information Document.

Growth across market capitalisation

The ultimate objective of all investors is to generate income from expansion in the value of their stocks, i.e. higher stock price and market capitalization. The growth can be both in Largecap and Midcap wherein the large companies get better and bigger and midcap companies appreciate into large cap stocks.

*Market Cap change in the last 10 years ( in crores)

 

The scrip mentioned herein are for general and comparison purpose only and not a complete disclosure of every material fact. It should not be construed as investment advice to any party. Source: Capitaline and internal analysis; Data as on 31st Aug 2019; Market cap is in Crores The scrips may or may not be part of our portfolio/strategy/scheme. Past performance may or may not be sustained in the future

About the Scheme and Portfolio Construct

  • 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
  • High conviction ideas with improved risk-adjusted return characteristics
  • Bottom-up stock selection
  • Investment Horizon: Medium to Long Term
  • Equity and Equity related instruments of other than above: 0% - 30%
  • Units of liquid/ debt schemes, Debt, Money Market Instruments, G-Secs, Cash and Cash at call, etc: 0% - 30%
  • Units issued by REITs and InvITs: 0% -10%