Motilal Oswal Multicap Fund: Outperforming the benchmark

Current Market Context

Equity market has been volatile for last 6 months. Concerns over tariffs and trade policies of Trump Administration has led to FII sell off. Net FII sale in January - February crossed Rs 1.1 lakh crores (source: NSDL, as of 28^th February 2025). All market cap segments have experienced deep corrections with small caps falling by 20% in the first two months of CY 2025 (see the graphic below).

Source: NSE. Period: 1^st September 2024 to 28^th February 2025

Valuations have moderated

The correction has brought valuations to reasonable levels across different market cap segment (see graphic below). In current market conditions multicap strategy can provide attractive investment opportunities for long term investors.

Source: National Stock Exchange, Advisorkhoj Research, as on 28^th February 2025

Motilal Oswal Multicap Fund has outperformed the benchmark

Motilal Oswal Multicap Fund was launched in June 2024. The chart below shows the growth of Rs 10,000 investment in the fund versus its benchmark, Nifty 500 Multicap 50:25:25 TRI since its inception. You can see that fund has outperformed its benchmark.

Source: Advisorkhoj Research, as on 14^th March 2025

Motilal Oswal Multicap Fund limited downside risks in volatile market

The chart below shows the drawdown of Motilal Oswal Multicap Fund versus its benchmark index, Nifty 500 Multicap 50:25:25 TRI since the inception of the fund. You can see that the fund was able to limit downside risks in corrections.

Source: Advisorkhoj Research, as on 14^th March 2025

Consistently a top quartile performer

Source: Advisorkhoj Research, as on 31^st December 2024

QLGP Framework

Motilal Oswal MF follows a disciplined investment approach based on Quality (Q), Growth (G), Longevity (L) and a Price (P) framework.

Current Portfolio Positioning

Source: Motilal Oswal MF, as on 28^th February 2025

Why invest in Motilal Oswal Multicap Fund?

• Long and successful track record of Wealth Creation by investing in large, mid and small cap stocks


• The fund house has 20 years expertise in picking multibaggers. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers.


• Uniquely positioned high conviction multi-cap fund - higher alpha creation potential based on track record of the fund managers and fund house


• Investment strategy focused on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward-looking approach ensures alignment with dynamic market conditions and emerging opportunities.


• Quality of business andmanagement is a key factor in stock selection. Quality of business and management are important from the point of view of earnings growth sustainability and to ensure that the management takes care of the interests of minority shareholders.


• Promoters of the asset management company have invested in the fund demonstrating skin in the game

Who should invest in Motilal Oswal Multicap Fund?

• Investors looking to capitalise on the potential of emerging businesses benefitting from India's economic growth


• Investors seeking to participate in high growth themes Leading the markets


• Investors looking to invest in a unique high conviction focused multi cap portfolios


• Investors seeking a fund with disciplined allocation to all market cap segments at all points of time


• Investors with investment horizon of minimum 5 years


• Investors with very high-risk appetites

Investors should consult their financial advisors or mutual fund distributors if Motilal Oswal Multicap Fund is suitable for their investment needs