Mutual Funds New SIP Stars: Last year many mutual fund companies launched their New Fund Offers (NFO). 72 NFOs were launched only in the equity category. Some of whom have performed excellently. Talking about the newly launched schemes of mutual funds, in terms of returns, 3 schemes are of Motilal Oswal Mutual Fund. It has been 5 months, 6 months and about 11 months since these three started and they have received 30 to 39 percent returns. This return has come when there has been a continuous decline in the equity market for the last 3 months. Know about all these 3 mutual fund schemes.
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Motilal Oswal Multi Cap Fund
Launch date: June 18, 2024
Returns since launch: 38.51%
The NFO of Motilal Oswal Multicap Fund came in June 2024. This mutual fund scheme was launched on June 18, 2024 and in less than 7 months its returns have been around 37 percent. The benchmark for this scheme is Nifty 500 Multicap 50:25:25 TRI.
Total assets of the fund: Rs 2299 crore (November 30, 2024)
Expense ratio of the fund: 0.56% (November 30, 2024)
Riskometer: Very High
Minimum lump sum investment: Rs 500
Minimum SIP investment: Rs 500
portfolio strategy
Motilal Oswal Multicap Fund invests in all three categories of stocks of every market cap i.e. largecap, midcap and smallcap. At least 25 percent investment will be made through this scheme in all three categories. Whereas typically the remaining 0-25 per cent will be invested in ground-up opportunities in any or all of the three market cap buckets. There is also a provision in this scheme to take exposure up to 25 percent in debt, up to 10 percent in REITs and InvITs and up to 20 percent in foreign securities including overseas ETFs.
Top Return: This scheme of mutual fund topped in the year 2024, has been giving 24% annual SIP return for 10 years
Motilal Oswal Business Cycle Fund
Launch date: August 27, 2024
Returns since launch: 30.48%
The NFO of Motilal Oswal Business Cycle Fund came in August 2024. This mutual fund scheme was launched on 27 August 2024 and in less than 6 months its returns have been around 30 percent. The benchmark for this scheme is NIFTY 500 TRI.
Total assets of the fund: Rs 1353 crore (November 30, 2024)
Expense ratio of the fund: 0.49% (November 30, 2024)
Riskometer: Very High
Minimum lump sum investment: Rs 500
Minimum SIP investment: Rs 500
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portfolio strategy
This fund invests a minimum of 80 per cent and a maximum of 100 per cent in equity and equity related options selected on the basis of business cycle theme. Apart from equity and equity related options related to business cycle theme, 20 percent allocation can be in other equities or equity related options, debt and money markets. This also includes cash. At the same time, a maximum of 10 percent allocation can be made in units issued by REITs and InvITs. With the provision of risk mitigation, a maximum of 5 percent can be allocated in units of mutual funds.
Motilal Oswal Large Cap Fund
Launch date: February 6, 2024
Returns since launch: 33.63%
The NFO of Motilal Oswal Largecap Fund came in January-February 2024. This mutual fund scheme was launched on February 6, 2024 and in less than a year its returns have been around 34 percent. The benchmark for this scheme is NIFTY 100 TRI.
Total assets of the fund: Rs 1422 crore (November 30, 2024)
Expense ratio of the fund: 0.75% (November 30, 2024)
Riskometer: Very High
Minimum lump sum investment: Rs 500
Minimum SIP investment: Rs 500
Rules of Investing: Money will double in less than 5 years, triple in less than 8 years, this formula will explain where to invest.
portfolio strategy
In this fund business, at least 80 percent allocation by large cap funds is in the shares of large cap companies, which technically can also be 100 percent. Large-cap funds are that category of mutual funds, which invest in shares of large capitalization companies. These usually include the top 100 companies in terms of market capitalization.
(Disclaimer: The purpose of this article is only to provide information, it is not an advice to invest in any scheme. Take any investment decision only after getting complete information about the scheme and taking the opinion of your investment advisor.)
