Investment Objective
Motilal Oswal Large & Midcap Fund aims to provide medium to long-term growth in capital by investing primarily in large and midcap companies.
Investment Strategies
- The fund allocates 50% of its portfolio in large caps and the remaining in mid and small caps.
- The fund seeks to provide long term stable growth with low to moderate volatility.
- The fund aims to diversify its portfolio across sectors and uses the basket approach to invest in stocks in identified themes.
- The fund prefers a quality and growth oriented equity style of investment, with a focus on industry leaders.
- The strategy uses a combination of top-down sectors/themes approach and bottom-up approach for stock selection.
- The fund focuses on identifying companies having competitive advantages and have the potential to enable sustained profitability.
Who Should Invest
- Investors seeking long term capital appreciation with an investment horizon of 3 years or more.
- Those seeking to invest in a mix portfolio of high quality large and mid cap companies.