Motilal Oswal Multi Cap Fund
Motilal Oswal Multi Cap Fund will be an open-ended equity scheme investing across large cap, mid cap, small cap stocks. The investment objective of the scheme will be to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.
The scheme will be benchmarked against Nifty 500 Multicap 50:25:25 Index TRI.
The scheme will allocate 75-100% in equity and equity related instruments of large cap, mid cap, and small cap companies, 0-25% in debt and money market instruments (including cash and cash equivalents), liquid and debt schemes of mutual fund, 0-10% in units of REITs and InvITs, and 0-15% in ADR/GDR/Foreign securities/Overseas ETFs.
The scheme will essentially follow MOAMC’s QGLP philosophy – that is, invest in quality businesses with reasonable growth potential and with sufficient longevity of that growth potential at a fair Price. The scheme shall follow an active investment style and will seek to invest in across large, mid, small cap companies with a strong competitive position or economic moat, good business prospects, run by a competent management that will help them achieve good growth over the medium to long term and available at reasonable valuations.
Motilal Oswal Large Cap Fund
Motilal Oswal Large Cap Fund will be an open-ended equity scheme investing in large cap stocks. The investment objective of the scheme will be to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large cap companies.The scheme will be benchmarked against NIFTY 100 TR Index. The scheme will allocate 80-100% in equity and equity related instruments of large cap companies, 0-20% in equity and equity-related instruments of companies other than large cap companies including foreign companies, 0-20% in debt and money market instruments (including cash and cash equivalents), liquid and debt schemes of mutual fund, and 0-10% in units issued by REITs and InvITs.
The scheme will practice a concentrated, high-conviction portfolio strategy with a low-churn, buy and hold approach to investing.
The schemes will be managed by Ajay Khandelwal, Niket Shah, Santosh Singh, Rakesh Shetty, Ankush Sood (overseas investments). The schemes will offer regular and direct plans with both growth and IDCW options.
The minimum application amount for both the schemes will be Rs 500 and in multiples of Re 1 thereafter. The minimum application amount for weekly, fortnightly, and monthly SIP will be Rs 500 and in multiples of Re 1 thereafter with minimum 12 instalments.
