Motilal Oswal Multi Cap Fund - NFO: Review, Opening Date & NAV

Everything You Need to Know About Motilal Oswal Multi Cap Fund - NFO

If you're looking to diversify your portfolio by investing in a mix of companies, the Motilal Oswal Multi Cap Fund could be your next investment. This fund allocates your money across various sectors and industries, minimizing risk while maximizing potential returns. Ideal for investors aiming for growth, this scheme offers a balanced approach to achieving long-term financial goals. Keep reading to learn everything about this fund and make an informed decision.

Motilal Oswal Multi Cap Fund - NFO Overview

The Motilal Oswal Multi Cap Fund is ideal for investors looking to diversify their portfolio by investing in a mix of companies to achieve high returns. However, the fund carries risk, and investors need to assess their risk tolerance before investing.

The fund will be open for investment from May 28, 2024, to June 11, 2024. It aims to invest in equity and equity-related instruments of large, and small cap companies, debt and money market securities and units issued by REITs and InvITs.

Fund Overview

The Motilal Oswal Multi Cap Fund - NFO has an AUM of Rs.51,739.20 crores. Its stamp duty is 0.005% (effective July 1st, 2020), and the minimum investment is Rs 500.

The Objective of the Fund

The scheme aims to achieve long-term capital appreciation by investing in equity and equity-related instruments across large, mid, and small-cap companies.

Asset allocation (% of Net Assets) of the Scheme's portfolio will be as follows

Peers of Motilal Oswal Multi Cap Fund - NFO

Risk Factors in Such Funds

• The investor may experience losses over short or long periods due to fluctuations in the Scheme’s NAV caused by various factors such as economic and political developments, changes in interest rates, etc.

• Equity and equity-related instruments carry high risk and are volatile in nature.

• The returns from the types of securities in which the Scheme invests may underperform compared to general securities markets or different asset classes.

• Changes in government policy, including alterations in tax benefits applicable to mutual funds, may impact the returns to investors in the Scheme.

Past Performance of Equity, Sectoral / Thematic Funds

Motilal Oswal Multi Cap Fund NFO - Who can invest 

This fund is ideal for you if you seek to diversify your investment by investing in various companies to maximize long-term returns. The Motilal Oswal Multi Cap Fund invests in equity and equity-related instruments across large, mid, and small cap companies, as well as money market instruments.

Motilal Oswal Multi Cap Fund NFO - Growth Fund Managers:

• Mr Ajay Khandelwal

• Mr Niket Shah

• Mr Santosh Singh

• Mr Atul Mehra

• Mr Rakesh Shetty

• Mr. Ankush Sood

Conclusion

The Motilal Oswal Multi Cap Fund provides a blend of large, mid, and small cap companies to ensure a balanced risk profile, protecting your investment from excessive volatility. This fund offers diversity, flexibility, and the potential for high returns. However, investors are encouraged to assess their risk tolerance and investment goals before investing to achieve optimal outcomes.

Disclaimer: This NFO Analysis is only for informational purposes and should not be considered as investment advice. Always do your research and consult with a financial advisor.