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- Mumbai 28 May 2024
Motilal Oswal Asset Management Company (MOAMC) Unveils New Investment Avenue With ''Motilal Oswal Multi Cap Fund''
Motilal Oswal Asset Management Company (MOAMC) unveils New Investment Avenue with ''Motilal Oswal Multi Cap Fund''
Mumbai, 27thMay, 2024: 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
Investment Objective: To achieve long term capital appreciation by predominantly investing inequity 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 Multicap50:25:25 Index TR
Portfolio Strategy: The fund will invest in High Conviction Focused Portfolio (upto ~35 stocks) of house identified high growth themes leading the market. The fund aims to maintain a well-balanced portfolio with 25% to 50% exposure in each of Small, Mid and Large Cap stocks.
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.
Speaking on the occasion, Mr. 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%.*
Niket Shah, Chief Investment Officer, Motilal Oswal MFsaid, "Hi-Growth Investing + Hi-Conviction allocations is the ultimate recipe for long term Alpha. The multi-cap fund allows you to multiply your growth potential. Our fund strategy looks to capture segments that are projected to be spearheading the growth in India’s equity markets in the coming decade. These segments include but are not limited to industrials, chemicals, hospitals, EMS, capital goods, telecom, fintech and defence. Our focus will also be on adequate participate in High Growth SMID segment, considering the rising share of SMID in Market Cap and turnover reflects the underlying strong growth of momentum."
The Fund Management Team:
1. Niket Shah, CIO,MOMF (Multicap)
2. Ajay Khandelwal, Fund Manager, MOMF (Small Cap Equity)
3. Atul Mehra, Fund Manager, MOMF (Large Cap Equity)
The Additional Fund Management Team:
1. Santosh Shah, Fund Manager, MOMF (other Equity Component)
2. Rakesh Shetty, Fund Manager, MOMF (Debt component)
3. Ankush Sood, Fund Manager, MOMF (International Equity Component)
*Data Source: Motilal Oswal Institutional Equities
Product Labelling:
About Motilal Oswal Asset Management Company:
Motilal Oswal Group possesses legacy in equities for over 3decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and having AIF’s, Portfolio Management Services business and Mutual Funds.
For further details contact:
Rohini Kute
Head, Corporate Communication,
Motilal Oswal Financial Services
Mobile: 9820196838
Mail: rohini.kute@motilaloswal.com