Motilal Oswal Focused 25 Fund - A fund with the power of focus and stability of large caps.
A thread on why you should consider it as an investment option -
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When you are not focused, you see stars like others, but when you are focused, you see constellations. Similarly, focused approach in investing helps identify hidden winners. Presenting Motilal Oswal Focused 25 Fund.
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The focused stock-picking approach has helped us identify companies in their early stages, and ride on their growth cycle.
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A true to its label active fund, F25 has low overlap with its benchmark - Nifty TRI, and a relatively higher “Active Share” of 49.5% (as on 31st August 2020). This is the result of a focused approach in stock picking.
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While Large-cap category funds have the restriction to invest a minimum of 80% in large-cap stocks that are top 100 stocks by market cap; in contrast, focused Large-cap funds like F25 have the flexibility as the min allocation to a seg that the fund intends to focus is 65%
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We use our unique QGLP stock-picking methodology to Buy Right, i.e. Quality in management & company, Growth in earnings & ROE, companies with a sustainable competitive advantage, and available at a reasonable price.
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This combined with a low portfolio churn ratio of 56% helps Sit Tight to unlock the true potential of Multi-Baggers.
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The current portfolio of F25 focuses on 3 themes: Essential Goods, Essential Services and Economic Proxies.
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This focused approach has helped the fund to outperform its benchmark by 3.8% in 1-year and 1.5% (CAGR) since inception.
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Invest now in Motilal Oswal Focused 25 Fund and reap the benefits of a focused portfolio.
To invest, click 👉bit.ly/34dMpw3
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Invest today!
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Motilal Oswal MultiCap 35 Fund - One of India's largest MultiCap Funds.
A thread on why you should consider investing in.
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It’s a bottom-up portfolio based on QGLP philosophy with the flexibility to invest across market cap segments. Quality stocks are not restricted to specific market caps; they are available across the market spectrum.
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Presenting Motilal Oswal Multicap 35 Fund. An ideal mixture of stocks that has the potential to build a well-diversified equity portfolio to help you achieve your financial goals.
Motilal Oswal Multi-Asset Fund; an all-weather fund that is prepared to face dynamic market conditions.
A thread on why you should invest in this fund.
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Different Asset classes move up in the pecking order and come down the order. Changing lanes as per the last year’s best performer can be harmful to your wealth creation journey.
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Also, asset classes should have a low correlation amongst them to provide the portfolio with an effective hedge.
Motilal Oswal Dynamic Fund completes 4 years.
A thread on why investors should consider it as an investment option -
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Equity investments are subject to swings in the short term leading to sharp corrections and rallies that are pain points which investors would like to avoid
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Sharp drawdowns in few years can wipe out the accumulated gains of previous years