Investment Strategies of Motilal Oswal Midcap Fund
- The fund follows an active, growth oriented equity style of investing with bottom-up stock selection.
- It follows a concentrated, high-conviction portfolio strategy with low portfolio churning and buy and hold approach to investing.
- The portfolio follows QGLP (Quality, Growth, Longevity, Price) philosophy – i.e. the fund will invest in quality mid-cap businesses showcasing reasonable potential for growth, with sufficient longevity of that growth potential and available at a fair price.
- The fund follows an active investment style, preferring mid cap companies with economic moat or strong competitive position, having good business prospects, led by competent management and available at reasonable valuations
- The fund uses in-house identified themes based on domestic growth and supportive policy environments.
- The portfolio constituents of the mid cap fund has been capped at around 35 stocks.
Who Should Invest in Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund is suitable for investors:
- Seeking long-term capital growth through equity and equity-related instruments in quality mid-cap companies.
- Individuals who are patient enough to invest for a long term of 5 years or more.
- Investors having high risk tolerance as mid cap stocks are more volatile than large cap stocks.