Motilal Oswal Multicap 35 Fund (G) is a top performing multi-cap fund which is a recent entrant in the mutual fund industry. It has performed well in the short span of its existence and has gained the trust of various mutual fund investors which can be observed by the upsurging AUM of Rs 13,861 crore as on 31st July 2018 within 4 years. The experts at MySIPonline have taken a comprehensive look at various attributes of the fund to get the deeper details of the scheme and the reason why it has been highly preferred by the majority of investors.
What Are Multi-Cap Funds?
Multi-cap mutual fund is the category of mutual fund in which the fund manager has the freedom to invest the corpus throughout the equity market. The companies chosen can be small, mid, or large and can belong to any sector. These funds can take advantage of the rise and fall in any market condition. Motilal Oswal Multicap 35 Fund is one such multi-cap fund which follows a well-structured method of investing.
What Is the Investment Strategy?
Mr Gautam Sinha Roy and Ms Snigdha Sharma follow a unique strategy of stock picking which includes quality, growth, longevity, and price. They support the fundamental approach of the multi-cap fund and place concentrated bets on the sectors which are on the rise. Motilal Oswal Multicap 35 Fund maintains a low risk through diversification in the portfolio though, the sudden rise and fall of cyclical sectors throughout NIFTY 500 have been nicely utilised. Only 27 stocks are present in the portfolio which support the economic growth of the country. As the current trend in the equity market is supporting large-caps, hence the majority of the corpus has been shifted to the market giants who promise quality growth. The portfolio stays very active by the highly experienced fund managers.
How Did it Performed?
Motilal Oswal Multicap 35 Fund (G) is the late entrant and has skipped all the adverse market conditions. It was launched in April 2014 after which its performance has been commendable as it has generated an annualised return of 26.025 percent since then. As it has never seen a harsh market yet, hence it will be too early to judge the prospect, but with the experienced management staff, it can be expected to outperform the benchmark and peers in any market. The standard deviation and beta are lesser than that of benchmark and category average which assure that the risk involved is lower due to a well-structured portfolio. It has maintained a positive difference of 2 percentage from NIFTY 500.
Who Can Invest?
Motilal Oswal Multicap 35 Fund is suitable for the investors who seek high returns in the long term through a moderate risk and smartly managed multi-cap portfolio. It has fulfilled the financial goals of many investors in a very short span which is the reason why experts at MySIPonline suggest this scheme for long-term wealth creation and capital appreciation. Reach out for financial experts at MySIPonline through chat, call and email to get the latest details of Motilal Oswal Multicap 35 Fund.