Motilal Oswal Flexi Cap Mutual Fund Outperforms Quant Flexi Cap Fund

Introduction to Flexi Cap Mutual Funds

Flexi Cap mutual funds are gaining popularity among investors due to their flexibility to invest across different company sizes and sectors. These funds adapt their portfolios depending on market conditions, making them versatile investment options for those seeking balanced exposure.

The Appeal of Motilal Oswal Flexicap Fund

Among the Flexi cap mutual funds, Motilal Oswal Flexi Cap Fund Direct-Growth has recently garnered significant attention from investors. This mutual fund follows a unique Q-G-L-P investment process:

• Q: Quality of companies
• G: Growth potential
• L: Longevity of the business model
• P: Price discipline

The main objective of this fund is to achieve long-term capital appreciation by investing in equity and related instruments across sectors and market caps. While there are no guarantees, this investment approach is designed to capture opportunities as they arise in a dynamic market.

Recent Performance

In the last month, Motilal Oswal Flexicap Fund has significantly outperformed its benchmarks, including the BSE 500 TRI Index and the broader Flexicap category. As of October 4, 2024, the performance of various funds in comparison is as follows:

• Motilal Oswal Flexicap Fund: Delivered an impressive 3.88% return.
• BSE TRI 500 Index: Marginally up by 0.13%.
• Flexicap Category Average:: Rose by 0.37%.
• Quant Flexicap Fund: Declined by 0.76%.

The recent success of Motilal Oswal Flexicap is a testament to its strategy and adaptability in changing market conditions.

Key Holdings

The fund’s top three holdings, as of August 2024, include:

1. Trent Ltd.: Trent Ltd is a leading player in retail with a strong brand presence.
2. Kalyan Jewellers India: Kalyan Jewellers is one of the prominent jewelry retailers with a growing customer base.
3. Jio Financial Services: Jio Financial Services a subsidiary of Reliance Industries, known for its significant growth potential in the financial sector.

These companies have contributed to the fund’s robust performance by leveraging their strengths in growing markets.

Stellar Returns Since Inception

Since its inception, the Motilal Oswal Flexicap Fund has delivered an absolute return of 581.44%, which is remarkable. To put it in perspective, an initial lump sum investment of Rs 10,000 at inception would now be worth Rs 68,144.20. Such a growth trajectory highlights the fund’s capability to generate substantial wealth over time.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.