Introduction
Whenever you think about investing, you get two options. One is either invest in small-cap fund which is a bit risky or invest in large-cap fund that provides lower returns. You know the surprising thing, you do not need to invest in both.
The Motilal Oswal Large and Midcap Fund gives you the opportunity to invest in large & midcap fund. If you always plan to invest in a fund that provides growth and stability in one investment, then this fund helps you to do it. It invests in large-midcap companies to provide stable growth to investors.
This article will guide you step-by-step about Motilal Oswal large-midcap fund. How to invest and what are the benefits it provides that help you to stand out? Let’s dive into it.
What is Motilal Oswal Large and Midcap Fund?
The Motilal Oswal large-midcap fund is an equity mutual fund. It invests in a mix of large and mid-cap companies to generate capital appreciation. By investing in both types of companies, the fund aims to provide long-term growth to investors. The current Motilal Oswal large and midcap fund NAV is 32.80 as of January 2025.
The fund uses different strategies and deep research to select profitable stocks. It not only provides growth but also focuses on reducing the risk. Because the fund invests in two types of companies, it is considered a less risky investment compared to small-cap funds.
Also, if managing the portfolio is a headache for you, then fund provides professional management. In simple words, you do not need to manage your portfolio because expert fund managers do it for you.
If you are looking for a balanced investment plan that provides growth and stability in a single investment, then Motilal Oswal dual-cap fund is a great choice for you.
Investment Strategy of Motilal Oswal Large & Midcap Fund
The fund uses a simple strategy of investing where it invests in a blend of large and midcap companies. These companies have a strong market presence and potential to provide long-term growth. The fund allocates the portfolio of 35% between both funds to generate equal performance.
If you are thinking why does the fund invest in two types of companies that make little harder to manage the portfolio? The reason is very simple. As you know large companies are known for its stability and mid-sized companies for its growth. By investing in two different type of companies, the fund is able to leverage two benefits. If you compare the motilal oswal large and midcap fund NAV in past few years, you see how the fund strategies performed and provide growth to investors.
The fund uses diversification which means it spreads the investment into different sectors. It helps to reduce the risk and dependency on one sector. Even when any sectors do not perform well, it will not affect the overall performance.
The major part of investment strategy that plays an important role is fund management. The fund has an expert team of fund managers who manage the portfolio. They use deep research and advanced projections to to select profitable stocks. It makes the process stress-free if you worry about managing your portfolio.
Benefits of Investing in Large & Midcap Fund?
The fund offers several benefits to make the investment more effective for you:
Balanced Growth and Stability
The fund leverages the large company’s stability and mid-sized company’s growth potential. This blend of investment helps investors to generate growth and stability in one investment.
Diversification
The fund splits the investment into different sectors. It helps to improve the performance and reduce the risk. Even when one sector does not perform well, it will not affect your total investment.
Quality Investment
The fund qualifies the investment using proper research and market conditions. It helps to only invest in those stocks that have the potential to provide growth in the long term.
Professional Management
An expert team of fund managers manage the portfolio of investors. If any stock does not seem to perform well, the fund managers adjust it to prevent from future risks. It makes it easier for you to manage your portfolio without taking the burden.
The fund also gives an opportunity to those investors who cannot invest a large amount. It provides a way to invest through SIP (Systematic Investment Plan) where you can start with a low initial amount.
Who Manage the Motilal Oswal Large and Midcap Fund?
The person who manage the Motilal Oswal large and midcap fund is Mr Ajay Khandelwal. He has 18 years of incredible experience in finance and portfolio management. He is known for its strategic investment and expertise in the mutual fund market.
When it comes to selecting profitable stocks, his experience in finance always helps the fund. He uses deep research and advanced projections to pick the right stocks. Instead of investing in many stocks, he focuses on quality stocks.
Over the past few years, his strategy helped thousands of investors to achieve their financial goals. If you are a growth seeker investor, then Ajay is the fund manager you cannot afford to miss. He will take your investment to a place where it only makes you growth.
How to Invest in Motilal Oswal Large and Midcap Fund?
Investing in Motilal Oswal large-midcap fund is an easy process. You can simply do it by following below steps:
Step 1: Go to the main website of Motilal Oswal. You can simply do it by searching on Google.
Step 2: Create your account so you can access the investment plan.
Step 3: Complete the KYC by providing basic documents like Adhaar Card, PAN, and Driving Licence.
Step 4: Once your account is created, you have to search Motilal Oswal large and midcap fund.
Step 5: Next step, choose the investment plan that suits with your goal between SIP (Systematic Investment Plan) or a Lumpsum.
Step 6: The last step is to make the payment using net banking or UPI and you will get one step closer to your investment journey.
If this process does not seem hard then you can also invest through offline through brokers or third-party platforms.
Final Thoughts
In summary, the Motilal Oswal large and midcap fund is a great way to achieve stable growth. The fund has a different value for those investors who are looking to generate growth while managing the risk. Its positive investment strategy gives the trust that every investor looks in a fund.
To make your investment journey more effective, you can start a SIP. It is a popular investment plan that allows you to invest your money at regular intervals and grow it over time. Even if you are not ready to invest large at once, it helps you to start with a low initial amount. So why you are waiting for, invest now to grow in future.
