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Motilal Oswal MOSt Focused 25 Fund Maximum 10 per cent cash and equivalent will be set aside for house keeping
Motilal Oswal MOSt Focused 25 fund is an open ended large cap equity fund scheme launched by Motilal Oswal Mutual Fund. The new fund offer opens for subscription on April 22, and closes on May 6.
IINVESTMENT OBJECTIVE:
The investment objective of the scheme is to achieve long-term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential.
ASSET ALLOCATION:
The fund will have a portfolio of maximum 25 stocks of which minimum 65 per cent will be from top 200 companies of BSE/NSE and maximum 25 per cent from beyond top 200 but having more than Rs 1,400 crore market capitalisation. Maximum 10 per cent cash and equivalent will be set aside for house keeping, as it's an open-ended fund. Each stock will have maximum allocation of not more than 10 per cent of the net asset value (NAV) and minimum 2.5 per cent of the NAV.
INVESTMENT STRAT EGY:
Stock selection will focus on high conviction companies ideas and will invest in with endur ing economic moats that ensure quality and longevity and of high growth potential. The fund will have "Buy and Hold" strategy with focus on long-term growth over economic cycles to enable compounding of growth, it will also mean low churn leading to cost efficiency. Portfolio churn will be driven by fundamentals over valuations.
WHY INVEST:
New cycle of earnings growth is likely to begin now with growth seems to have bottomed out. Inflation and interest rates are turning favourable for equity market. Current market valuations below historical average is also a good reason to invest now.
PLANS, OPTIONS & CHARGES: The fund has regular and direct plan, under direct plan one can invest directly online on the web portal of the fund house or by visiting their branches and avoid paying fees to the distributors. The fund has dividend and growth options. Minimum application amount is Rs 10,000 and thereafter systematic investment plan in monthly installment of minimum Rs 1,000 and minimum quarterly Rs 2,000 can be done. There is no entry and exit load.
BENCHMARK: The scheme's performance will be benchmarked against the CNX Nifty index.
For a good return from this fund one has to stay invested for minimum three to five years.
Top large cap equity funds have given a return of 2535 per cent in 2012 and their three-year and five-year return are in the range of 5.5-7 per cent and 6.5-8.5 per cent range.
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