Motilal Oswal AMC launches MOSt Focused Midcap 30 Fund

The Fund will endeavor to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies

February 04, 2014 4:33 IST | India Infoline News Service
Motilal Oswal Asset Management Company Ltd announced the launch of Motilal Oswal MOSt Focused Midcap 30 Fund, an open ended equity fund.

The Fund will endeavor to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long-term, sustainable competitive advantages and potential for growth.

The sweet spot of the Indian markets is replete with investment ideas in the midcap space and they offer an excellent balance between strong growth and a demonstrable history of management success. Motilal Oswal 18th Wealth Creation Study (WCS) maps the journey of Emergence to Endurance where the study highlights how gains were made by identifying players entering their virtuous growth cycle, a majority of such companies being midcaps. These companies are attractive because they are Under-researched, Under-owned with high growth and good governance.

Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC said, “It is our stated objective to offer PMS and MF products with a well defined investment philosophy of picking stocks and gain recognition as a specialist equity management house. Motilal Oswal Group’s 26 years of experience in Equity Markets, 18 years of presenting Wealth Creation Studies and providing solid research solid advice  has resulted in a belief that money is converted into wealth by buying high quality stocks and riding their entire growth cycle. This belief makes Motilal Oswal Asset Management  uniquely positioned to provide expertise in the Midcap segment where identifying emerging companies that scale to enduring growth companies is a key competence.”

The equity component of this fund will be managed by Taher Badshah, Senior, Vice President & Head of Equities and debt component by Mr. Abhiroop Mukherjee, Sr. Manager – Fixed Income. 

Midcap 30 Fund

The fund focuses on three key aspects of investing; the portfolio will buy and hold maximum 30 quality companies which offer long term growth. The fund believes in “Buy Right. Sit Tight.” i.e. buying quality companies and riding their growth cycle;
· Buy Right: The fund will adhere to our Q-G-L philosophy – Quality business with reasonable Growth potential and sufficient Longevity of growth.
· Sit Tight: “Buy and Hold” approach will aim to ensure full participation in wealth created by emerging wealth creators over time.

The minimum investment amount during the NFO is Rs. 5000/- and in multiples of Rs. 1/- thereafter. The New Fund Offer (NFO) will be open for subscription from February 3rd 2014 to February 17, 2014

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