Motilal Oswal Mid Cap Fund

An open-ended equity scheme predominantly investing in Mid Cap stocks

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This fund is suitable for investors who are seeking:

• Long-term capital appreciation

•Investments predominantly in equity and equity-related instruments of mid-cap companies

 

What are Mid Cap Stocks ?

 

 

 

 

 

 

 

 

 

 

 

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According to SEBI’s rules, all companies that are listed on the stock exchanges are ranked based on their market cap. The top 100 companies are categorised as large cap companies. The companies from rankings 101 to 250 in terms of market capitalization are known as mid-cap companies. The companies that are ranked from the 251st position onwards  to 500th in terms of market cap are automatically categorised as small-cap companies.

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WHY YOU SHOULD INVEST IN MID CAPS

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Reasons to Invest in Mid Cap Stocks:

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1. Mid caps perform better over the long term period as compared to Large Cap.

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2. For long term trends to hold to Midcap is to outperform Large cap going forward.

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3. Midcaps are better compounding instrument as well as are wealth creators.

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4. Fund aims to pick quality midcap stocks for creation of actively managed diversified portfolio.

 

Risk Return Spectrum : Active Equity Funds

 

 

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Motilal Oswal Mid Cap Fund

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Asset Allocation

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• Equity and Equity-related Instruments of Midcap companies* - 65% to 100% (Risk- Very High)

• Equity and Equity-related Instruments of companies other than Midcap companies - 0% to 35% (Very High)

• Debt and Money Market Instruments - 0% to 35% (Low to Medium)

• Units issued by REITs and InvITs - 0% to 10% (Medium to High)

 

Disciplined Investing Following "Q-G-L-P" Investment Process

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Risk management Framework for Consistency & Sustainability of Performance :

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Fund Features at a Glance:

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TOP 10 HOLDINGS

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TOP 5 SECTORS

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CONCENTRATION ANALYSIS 

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Performance:

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Fund Manager:

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Mr. Niket Shah is the Fund Manager since 01-Mar-2018. Mr. Shah is a MBA in Finance. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

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Mr. Rakesh Shetty since 22-Nov-2022. Mr. Shetty has done B.Com. Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.