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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.

Suitable For

Long-term capital growth

Investment in 35 stock and equity-related securities, spanning industries and market caps.

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.

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).

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