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Motilal Oswal Flexicap Fund - Direct Plan

The Motilal Oswal Multicap 35 Fund is an actively managed, open-ended equity mutual fund that restricts its diversification in equity investments to 35 stocks. This fund invests across market capitalizations and market sectors. The fund was launched on April 7th, 2014 by Motilal Oswal Securities Limited and is managed by the Motilal Oswal Asset Management Company Limited.

Fund Info

Scheme Class	Equity
Scheme Category	Flexi Cap
Expense Ratio	0.89%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 11,466
AMC AUM (in Crs.)	₹ 19,090
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Portfolio Info

The Motilal Oswal Multicap 35 Fund invests predominantly in large-cap equity stocks but restricts its diversification to 35 stocks at a time. The fund also marginally invests debt and other money market instruments to provide investors with good liquidity. Presently, the fund invests heavily in the Finance, Technology, Automobile, and Energy sectors of the Indian Economy.

Top 10 Holdings

Company	Holding Type	Asset(%)
Persistent Systems Ltd	Equity	11
Polycab India Ltd	Equity	10
Jio Financial Services Ltd	Equity	9
Collateralized Borrowing & Lending Obligation	Cash - Collateral	9
Coforge Ltd	Equity	7
Kalyan Jewellers India Ltd	Equity	6
Cholamandalam Investment and Finance Co Ltd	Equity	5
Bharti Airtel Ltd (Partly Paid Rs.1.25)	Equity	4
Tube Investments of India Ltd Ordinary Shares	Equity	4
Bharti Airtel Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	89
Cash - Collateral	9
Cash	3
Equity - Future	1

Sector Allocation(%)

Sector	Percent
Industrials	23
Technology	22
Consumer Cyclical	17
Financial Services	16
Cash - Collateral	9

Fund Manager

Niket Shah

2+ years of experience

Santosh Singh

1+ years of experience

Rakesh Shetty

1+ years of experience

Sunil Sawant

0+ years of experience

Objective

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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Suitability

This product is suitable for investors who are seeking

• Long-term capital growth

• Investment in a maximum of 35 equity and equity related instruments across sectors and market-capitalization levels

Fund Analysis

The fund has managed to scale up to as asset size of more than 13000 crores because of its ability to generate alpha since its launch. The fund believes in buying and holding on to the stocks with a growth potential. Large cap comprises of more than 70% as of now and it is underweight on midcaps. The Top 10 holdings constitute more than half of the assets. The portfolio seems to be overweight on financials, automobile and healthcare which have proved to be a positive move for the fund returns. With the market participants talking about a correction, it would be a wait and watch as to how the fund manager makes changes in the portfolio as the fund is relatively new in the category and has not got a track record of a hostile market.

Motilal Oswal Mutual Fund

AUM₹19,090 Cr

About

Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.

mfservice@motilaloswal.com

Phone

8108622222

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m