About Motilal Oswal
The Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company that was established on November 14, 2008, in accordance with the Companies Act, 1956. Its registered office is located at the Motilal Oswal Tower on the 10th floor, Rahimtullah Sayani Road, across from Parel ST Depot in Prabhadevi, Mumbai, 400025. According to an Investment Management Agreement (IMA) dated May 21, 2009, signed by Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd., the Trustee has chosen Motilal Oswal Asset Management Company Ltd. as the Investment Manager of Motilal Oswal Mutual Fund.
In accordance with the SEBI (Portfolio Managers) Regulations, 1993, the AMC is also registered with SEBI as a portfolio manager under Registration No. INP000000670. The management of the Motilal Oswal Mutual Fund schemes and the operation of Portfolio Management Services do not clash with one another.
In addition to the activities above, the AMC may engage in any additional business ventures, such as those that involve providing management and advisory services to offshore funds, financial consulting, the exchange of research on a for-profit basis, etc., subject to receiving all required regulatory approvals and the Trustees’ approval. The AMC is responsible for making sure that these actions don’t interfere with those of the mutual fund. The Asset Management Company’s board of directors is made up of notable people with a range of backgrounds.
Fund Snapshot
| Fund Type | Category III Open-Ended AIF |
| Fund Manager Name | Shrey Loonker |
| Indicative Tenure: | Medium to Long Term |
| Benchmark: | NIFTY 50 |
| Portfolio Turnover Ratio: | 0.3 |
| Investment Horizon: | 3 Years |
| Allocations: | Invests more than 65% in equity and related securities |
| Number of Stocks: | 35 Stocks |
| Date of Allotment: | 28-4-2014 |
Fund Overview
Motilal Oswal Mutual Fund is a Multi Cap Equity product from Motilal Oswal Flexi Cap Fund Direct-Growth. This fund was established on July 4, 2014, making it 8 and 6 months old. As of September 30, 2022, Motilal Oswal Flexi Cap Fund Direct-Growth has assets under management (AUM) totalling $9,491 Crores, making it a medium-sized fund in its sector. The fund’s cost ratio, which is 0.93%, is greater than what most comparable Multi Cap funds charge.
The 1-year returns for Motilal Oswal Flexi Cap Fund Direct-Growth are -3.91%. It has generated returns of 16.74% on average every year since the start. Every seven years, the fund has quadrupled the amount invested in it.
- Mr Oswal Motilal The Flexi Cap Fund Direct-Growth plan has a lower return consistency than the majority of funds in its category. In a declining market, it has little power to limit losses.
- The financial, automotive, energy, consumer discretionary, and healthcare sectors are where the fund has the majority of its investments. Compared to other funds in the category, it has acquired less exposure in the financial and automotive industries.
- The top 5 holdings of the fund are Reliance Industries Ltd., Maruti Suzuki India Ltd., ICICI Bank Ltd., HDFC Bank Ltd., and TI Financial Holdings Ltd.
The right stock selection can help you create a well-diversified equity portfolio that will help you reach your financial objectives. This is due to the fact that multicap funds invest in equities with a wide range of market caps, allowing them to benefit from opportunities across contexts. Investing in our Motilal Oswal Multicap Fund may benefit from your stock portfolio’s growth potential. This is due to our firm belief in our distinctive investment strategy, “Buy Right: Sit Tight,” which calls for the purchase of high-quality equities with long lifespans and growth potential (QGLP).
Suitable For
Long-term capital growth
Investment in 35 stock and equity-related securities, spanning industries and market caps.
About Fund Manager
Mr. Abhiroop Mukherjee
Mr. Abhiroop Mukherjee is a graduate of Calcutta University with a B.Com. And the National Institute of Bank Management with a PGPBF (Finance). Before joining Motilal Oswal AMC, he was employed with Mumbai’s PNB Gilts Ltd. He has a track record of success as a fund manager with experience in the financial markets sector. Knowledgeable about corporate bonds, the money market, liquidity financing, asset management, debt management, trading, banking, and capital markets. An exceptional financial expert with a PGPBF from the National Institute of Bank Management.
Investment Approach
To generate long-term capital growth focusing on equities and equity-related investments across market capitalization. The investing strategy used by the Fund will be bottom-up stock selection based on the “Buy Right: Sit Tight” concept. To realise the full growth potential of the equities, “Buy Right” refers to purchasing high-quality firms at fair prices, and “Sit Tight” refers to maintaining investment in them over an extended period of time.
Investment Objective
The Scheme’s primary investment strategy is to invest in equity and equity-related securities across industries and market capitalization levels in order to generate long-term capital appreciation. The investment goal of the Scheme cannot, however, be assured or guaranteed to be realised.
Top 10 Holdings:
- HDFC Bank Ltd.
- Infosys Ltd.
- Axis Bank Ltd.
- Housing Development Finance Corporation Ltd.
- Larsen & Toubro Ltd.
- RBL Bank Ltd.
- Maruti Suzuki India Ltd.
- IndusInd Bank Ltd.
- Bajaj Finance Ltd.
- Tata Consultancy Services Ltd.
Related Products
For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected] 
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.