Introduction
What if you didn’t have to choose between large-cap stability and mid-cap growth? You can have both with the Motilal Oswal Large and Mid Cap Fund Nav.
The fund invests in large and mid-cap funds to provide long-term capital growth. It focuses on investing in companies that are well-established and offer higher returns. The fund is designed for investors who want to invest in the long term and are looking for a balanced investment.
In this article, you’ll explore about Motilal Oswal Large-Mid Cap Fund. What is the investment strategy and why you should choose this fund if you like high returns?
What is Motilal Oswal Large & Mid Cap Fund?
The Motilal Oswal Dual Cap is a mutual fund that keeps its investment in a mix of large and mid-sized funds. The reason for this is to achieve stability and growth with minimal risk. This approach makes it very easy for investors who are looking to leverage growth and stability in a single investment. The current Motilal Oswal Large and Mid Cap Fund NAV is 32.40 as of January 2025.
The fund pays attention to choosing quality companies across both segments. These companies have strong growth potential and market value. Not only the company’s strength, but tax efficiency and diversification makes the fund a preferred choice for investors.
If you’re an investor who wants to invest in dual-cap funds without any hassle. The Motilal Oswal Large-Mid Cap Fund is a perfect choice for you.
Investment Strategy of Motilal Oswal Mutual Fund
The Motilal Oswal Large and Mid Cap Fund uses a simple strategy of investing with a blend of large and medium-sized companies. It follows the philosophy of ‘Buy Right Sit Tight’. It means choosing the right fund and holding the investment for a long duration. This type of fund targets those individuals who want growth and stability at the same time. Whether your goals are to grow investment for retirement or education. The fund makes it easier to achieve your dreams.
The fund maintains a balanced portfolio where it splits the allocation of 35% between both funds. This diversification helps to minimize the risk factors and increase long-term growth potential. However, the fund investment strategy of not fully risk-free. It aims to achieve long-term financial stability and growth, but the fund has to face the downside. Volatility, economic changes, and market fluctuations can decrease performance in the short term.
To avoid these common problems, focus on investing in long duration. By investing for a decent time, you can prevent yourself from uncertainties that cause huge losses to short-term investors. This also allows the fund to work and generate high returns for you.
Who Manage the Motilal Oswal Large & Mid Cap Fund?
The person who manages the Motilal Oswal Dual Cap Fund is Ajay Khandelwal. He brings the experience of 18 years in portfolio management and financial industry. He manages an AUM with a value of 9001.07 crores. He also has a significant impact on Motilal Oswal Large and Midcap Fund NAV.
He uses deep research and systematic projections to choose the right stocks. He not only focuses on long-term growth but also emphasizes a disciplined investment. He primarily invests in sectors such as luxury, capital goods, and renewable energy. These sectors are considered growth sectors and help to generate long-term high returns.
He inspires investors to invest for a long duration to tap into real growth. With this mindset, he provided consistent growth to investors. Over the past few years, he helped thousands of investors to achieve high returns and long-term growth.
Whether you want to plan your investment or move towards growth. A fund manager’s expertise plays an important role. Apart from growth potential, he also helps to recover losses and make the investment worth it.
Now you’re thinking, why choose the dual cap fund if you can invest in other single funds? Well, if you’re an investor who is not financially strong or doesn’t have enough time to manage several funds. This fund makes it easier to do it in a single investment. That’s how you can save time and cost.
Why to Choose Motilal Oswal Large and Mid-Cap Fund?
Here are some reasons why you should choose Motilal Oswal Mutual Fund:
Balanced Portfolio
The fund offers two-in-one benefits where you can leverage mid and large-company benefits in a single investment. If you can’t manage several funds, then this fund is the right investment for you.
Diversification
The fund invests in different sectors to spread the investment. It helps to reduce the risk factors. For example, if your investment is split into different funds and even one sector doesn’t perform well. It will not impact overall performance.
Expert Fund Management
Experienced fund managers who have years of expertise manage the fund. They not only choose the right stocks but also manage the portfolio when needed. This approach makes the fund management hassle-free.
High Exposure
The fund primarily invests in sectors that have high chances of growth. When the country moves towards progress, these sectors get the chance to tap into growth and directly impact your investments.
Tax-Efficiency
The fund is tax-efficient because it’s an equity-oriented mutual fund. It means you can save tax on long-term capital gains for up to 1 Lakh. If you’re prioritising tax saving in your returns, the fund can be the right choice for you.
Systematic Investment Option
If the direct investment is not suitable for you, you can invest through a SIP. It allows you to invest a fixed amount regularly and grow your income every year. If you can’t invest a large amount, then SIP is an effective plan for you.
Motilal Oswal Fund provides a lucrative way to invest and grow your fund. You can also check the Motilal Oswal large and midcap fund NAV. It helps you to get information about the fund’s performance and credibility in the market.
Conclusion
The Motilal Oswal Large and Mid Cap Fund is a great investment scheme for investors. It helps to leverage large and mid-cap funds benefits in a single investment. Its active management strategy makes sure that the fund can adopt to market changes while focusing on long-term growth.
However, the fund is a great investment choice, but it’s also important to consider that it’s not totally risk-free. Volatility, economic changes, and market fluctuations can affect the fund performance. So before investing, understanding your financial goals and time horizon will help you to make right decision.
Additionally, if you’re looking for an affordable way to invest and grow your fund, then you can start with starting a SIP. It’s a simple investment plan that helps to grow investment annually. You can start with a small initial amount and your investment will grow every year. This is a great way to start your investment journey with minimal risk.
