Mutual funds are a kind of investment instrument that consists of a pool of funds. This money is collected from various investors and is invested in various stocks, money market instruments, and bonds. Mutual funds are professionally managed and are usually optimal for investors looking for a long-term investment.
Every mutual fund has a portfolio that compromises of its combined holdings. Investing in a mutual fund entails investing in many different stocks or securities. The kind of profit an investor would receive depends on the performance of the fund’s portfolio.
Motilal Oswal Multicap 35 fund follows a focused investment approach. Motilal Oswal Multicap 35 has consists of large caps, middle caps, and small caps. This allows its investors to invest in a diversified portfolio of stocks under different market caps. As the name suggests, the fund invests in a maximum of 35 equity-related instruments or equity stocks across various market capitalizations or various sectors. It is a mutual fund that is open-ended and provides its investors with long-term capital returns.
Motilal Oswal Multicap 35 fund was established in the year 2014 and has since outperformed its benchmark and category on various occasions. The Multicap 35 fund has an inclination towards a large-cap tilt. A level of stability is provided during volatile market cycles by the fund’s marginal investments in debts and other money market instruments.
An investor should be prepared for the ups and downs of that market. This multicap fund has performed well enough since its launch and has been placed in the top 5 list of multicap funds. However, there was a period of disturbance faced by the fund when the fund manager quit in between resulting in a decline in their portfolio.
Nevertheless, the multicap fund has been placed in the 5-star ranking in the category and has an overall consistent performance.