Motilal Oswal Flexicap Fund Celebrates a Decade of High Conviction Investing

Skin in the Game -Promoters have invested INR ~1993 cr in Motilal Oswal Flexicap Fund, +20% of the total AUM INR 9660* crore of the fund.

Mumbai, 2 May 2024: Motilal Oswal Flexicap Fund, a flagship offering from Motilal Oswal Asset Management Company, marks a significant milestone on 28 April 2024,as it completes ten years of journey with steadfast commitment to investors. Since its inception, the fund has consistently delivered returns, positioning itself as a one of the popular choice for investors seeking diversified exposure across market capitalisations.

With an impressive Assets Under Management (AUM) of over INR 9660 crore, the Motilal Oswal Flexicap Fund has not only garnered trust and confidence from a vast investor base, but also demonstrated a strong growth trajectory. This growth, coupled with the fund''sability to cater to diverse investment needs, underscores its potential for wealth creation.

Notably, the promoters'' commitment to the fund''s success is evident through their substantial investment of INR ~1993 crore, representing +20% of the total AUM of the fund. This "skin in the game" approach underscores their confidence in the fund''s strategies and long-term potential.

“At Motilal Oswal AMC, we believe in the quality of business, quality of management, and growth prospects. Our fund manager follows an active investing style and runs focused high-conviction portfolios. We are a process-driven AMC and follow a team-based approach towards chiselling out narrowly defined long-period sustaining growth themes. The process is the key to a high earnings growth quotient for our portfolios. The consistent growth inour AUM demonstrates the confidence investors have in Motilal Oswal Group and our ‘Skin In The Game’ approach. We are excited to continue being a partner with our investors in their wealth creation journey,” shared Mr Prateek Agrawal, MD & CEO of Motilal Oswal Asset Management Company.

The fund''s portfolio is actively managed with precision by Niket Shah as a lead fund manager for MO Flexicap fund. Niket Shah and the investment committee’s unique investment strategy has played acrucial role in the Flexicap fund’s turnaround.  

"As a fund manager, seeing Motilal Oswal Flexicap Fund achieve this 10 years’ milestone is immensely gratifying. Our high-conviction portfolio has enabled the fund to show noticeable growth in the last two years. We will continue to identify businesses and sectors that have the potential of offer high value. The strategic decision to reallocate funds between mid-cap and large-cap will help us achieve the required growth, which we aim to sustain in the coming years. Our Flexicap fund has been investors’ preference for a very long time,” said Mr. Niket Shah, Fund Manager & Chief Investment Officer at Motilal Oswal Mutual Fund."

Motilal Oswal Flexicap Fund’s performance is showcasing the team''s ability to identify and capitalise on promising investment opportunities across sectors. Supported by a robust distribution network, the fund has reached investors in both urban and rural areas, ensuring accessibility and convenience for all. The investment objective of the scheme is to achieve long term capital appreciation by primarily investing in equity& equity related instruments across sectors and market-capitalization levels.

With a track record of performance and a disciplined investment approach, the fund continues to be a preferred choice for discerning investors looking to build wealth over the longterm.

About Motilal Oswal Asset Management Company:

Motilal Oswal Group has a legacy in equities for over three decades. 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 has a business in Mutual Funds, AIFs, and Portfolio Management Services.

*Assets under Management as on March 31 2024, AUM (in lakhs)includes: Liquid Fund: 52523.12 | Gilt: 0| Ultra Short Duration Fund: 16547.24|Equity: 2961370.29| Hybrid Schemes: 133621.61| Solution Oriented Schemes:0|Index Funds: 893702.84| Gold ETF: 0| Other ETF: 828986.33| FOF Overseas: 3603.89|GeographicalSpread (%): Top 5 Cities: 60.62| Next 10 Cities: 12.30|Next 20 Cities: 5.67|Next 75 Cities: 6.09| Others: 15.31

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

For Further Details, Contact:

Rohini Kute, Group Head – Corporate Communication, Motilal Oswal Financial Services Ltd

Rohini.kute@motilaloswal.com