New Fund Offer: Motilal Oswal AMC launches Motilal Oswal Large Cap Fund – Should you invest?

financialexpress.com:

Motilal Oswal Asset Management Company has announced the launch of its latest investment offering — the ‘Motilal Oswal Large Cap Fund’.

According to the AMC, this open-ended equity scheme is strategically designed to provide investors with a unique opportunity to tap into the potential of the large-cap segment.

Nature: An open-ended equity scheme predominantly investing in large-cap stocks.

Investment Objective: To achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments of large-cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.

NFO Period: 17th January to 31st January 2024.

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Portfolio Strategy: The fund aims to maintain a strategically balanced portfolio with exposure of a minimum of 80% in the Nifty 100 large-cap stocks, complemented by a thoughtful 20% allocation in small-cap/ Mid/ IPO/ Pre-IPO/ Foreign Equity.

Ideal Investor Profile: The product is designed for investors looking for long-term capital growth. It is ideal for investors wanting to invest in equity and equity related instruments of large-cap stocks. The fund’s performance will be benchmarked against Nifty 100 TRI.

Why choose MO Large Cap Fund: The fund would be based on a unique “ACE” construct, featuring a High Active Share (maintaining 60-80% against peers’ <50%), High Conviction & Focused Portfolio (Aiming to have a focused portfolio of 30 stocks, distinguishing from peers with an average of 58), and an Equi-Weighted Portfolio Strategy (deviating from index & peers by maintaining around 10% allocation to top 3 holdings). The goal is to provide a distinctive positioning,