Motilal Oswal Small Cap Fund NFO: Key details you need to know

5 Dec 2023 , 11:07 AM

Motilal Oswal Mutual Fund is launching NFO under its “equity category”, named as Motilal Oswal Small Cap Fund. The investment objective of the scheme is to investing in equity and equity related securities of small cap companies for long-term capital growth.

Investment strategy: The portfolio will essentially follow MOAMC’s QGLP philosophy – i.e. invest in Quality businesses with reasonable Growth potential and with sufficient Longevity of that growth potential at a fair Price. The scheme shall follow an active investment style and will seek to invest in small cap companies with a strong competitive position or economic moat, good business prospects, run by a competent management that will help them achieve good growth over the medium to long term and available at reasonable valuations.

Asset allocation: The scheme will invest in equity and equity related securities of small cap companies.

Who should invest?

Investors with very high risk appetite and want to invest for 7-10 years to diversify their portfolio in small cap companies stocks should invest in Motilal Oswal Small Cap Fund. 

Risk associated: Very high level of risk.

Benchmark: Nifty Smallcap 250 TRI.

Fund Managers: Ajay Khandelwal, Niket Shah, Rakesh Shetty, Ankush Sood

The NFO is available for subscription from December 5 to December 19. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 500/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in Motilal Oswal Small Cap Fund.