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.
Frequently Asked Questions
What is the risk level of Motilal Oswal Midcap Fund?
According to the fund factsheet published by the fund house, Motilal Oswal Midcap Fund is considered to carry ‘Very High Risk’ for its investors.
Is there any lock-in period in Motilal Oswal Midcap Fund?
Motilal Oswal Midcap Fund does not have a lock-in period. So, the investors of Motilal Oswal Midcap Fund can make redemption requests on any day as per their requirements.
What type of mutual fund is the Motilal Oswal Midcap Fund?
Motilal Oswal Midcap Fund is an open ended equity scheme belonging to the mid cap fund category.
Is Motilal Oswal Midcap Fund an open-ended or close-ended scheme?
Bandhan Small Cap Fund is an open-ended equity mutual fund scheme.
What is the benchmark index for Motilal Oswal Midcap Fund?
Nifty Midcap 150 TRI (Total Returns Index) is the benchmark index of the Motilal Oswal Midcap Fund. The fund also has Nifty 50 TRI as its additional benchmark index.