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Motilal Oswal Asset Management Company (MOAMC) unveils New Investment Avenue with ''Motilal Oswal Multi Cap Fund''

Mumbai 28-May-2024


Motilal Oswal Asset Management Company (MOAMC) unveils New Investment Avenue with ''Motilal Oswal Multi Cap Fund''


Mumbai, 27thMay, 2024: Motilal Oswal Asset ManagementCompany (MOAMC) today announced the launch of its latest new fund offer“Motilal Oswal Multi Cap Fund”. The Multi Cap Fund is an open-endedequity scheme that aims to benefit from investing in opportunities acrosslarge, 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 schemewill be realized.


Benchmark: Nifty 500 Multicap50:25:25 Index TR


Portfolio Strategy: The fund will invest inHigh Conviction Focused Portfolio (upto ~35 stocks) of house identified highgrowth themes leading the market. The fund aims to maintain a well-balancedportfolio with 25% to 50% exposure in each of Small, Mid and Large Cap stocks.


Investor Profile: Tailored forinvestors seeking long-term capital growth by investing in a UniqueHi-Conviction Focused Multi Cap Portfolios with disciplined allocation to allmarket cap segments at all points of time, the Motilal Oswal Multi Cap Fund isideal for those with investment horizon of 3-7 years and are looking tocapitalise on the potential of emerging businesses benefitting from India’seconomic growth.


Speaking on theoccasion, Mr. Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company said, “India is currently experiencing a mini-Goldilocks moment. Indianeconomy, while not being immune to the global turmoil has demonstrated strongperformance across key indicators with GDP expected to grow to $30trn by 2047. Thecoming few years will be the transformative phase for the Indian economy. Solidmacroeconomic conditions, healthy corporate earnings, peaking of interestrates, moderate inflation print, and ongoing policy momentum will help drivethis growth in equity markets too. We firmly believe in the medium-term Indiatrajectory and have conviction in selected domestic cyclical themes.”


A multi cap strategyis 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 RollingPeriod, it shows outperformance of The Multi Cap Index over Nifty 500. On 3 Year Rolling, there was an Average Outperformance 1.18% 67% of thetimes. On a 5 Year Rolling basis there was outperformance 77% of Times, withaverage outperformance of 1.00%.*


Niket Shah, ChiefInvestment Officer, Motilal Oswal MF said, "Hi-Growth Investing + Hi-Conviction allocationsis the ultimate recipe for long term Alpha. The multi-cap fund allows you to multiplyyour growth potential. Our fund strategy looks to capture segments that areprojected to be spearheading the growth in India’s equity markets in the comingdecade. These segments include but are not limited to industrials, chemicals,hospitals, EMS, capital goods, telecom, fintech and defence. Our focus will alsobe on adequate participate in High Growth SMID segment, considering the risingshare of SMID in Market Cap and turnover reflects the underlying strong growthof momentum."


The Fund Management Team:


1.       Niket Shah, CIO,MOMF (Multicap)

2.       Ajay Khandelwal,Fund Manager, MOMF (Small Cap Equity)

3.       Atul Mehra, FundManager, 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, FundManager, 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 withSEBI as the Investment Manager for Motilal Oswal Mutual Fund. It wasincorporated on November 14, 2008. It provides Investment Management andAdvisory 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