A Flexi-Cap Fund with a Focussed Approach – Motilal Oswal Flexi Cap Fund
Mutual funds have emerged widely used route for investing in equities. Indian mutual fund industry managed assets worth ₹ 74 trillion, as on June 30, 2025, as per monthly data released by Association of Mutual Funds in India (AMFI). Flexi cap funds — which offer fund managers the flexibility to invest across market capitalisations — recorded net inflows of ₹ 5,733 crore in June 2025.
Motilal Oswal Flexicap Fund is a diversified equity scheme that invest in shares of companies across market capitalisations– large-cap, mid-cap and small-cap - without restrictions on sector or company size. This flexible mandate allows fund managers to invest across sectors based on opportunity identified through research. The portfolio typically consists of up to 35 stocks reflecting a focused investment approach that seek to represent the fund managers, high conviction ideas within the overall investment objective of the scheme.
The current portfolio comprises stocks across market capitalisations and sectors. It is positioned to potentially benefit from India's ongoing economic recovery. As estimated by the Reserve Bank of India, the Indian economy is expected to post 6.5% real GDP growth. The top five sectors in which the scheme has invested - IT-software, consumer durables, industrial products, retailing and telecom, offer solid diversification.
CIO and Fund Manager at Motilal Oswal AMC – Niket Shah mentions 'Our Flexi-Cap strategy, backed by our fund house philosophy QGLP framework, ensures we invest only in high-quality companies with robust ROE/ROCE, long-term earnings growth potential and disciplined valuations. By aligning at least 65% of our portfolio with structural themes like China+1, Make in India, financialisation and tech services, we aim to build a resilient, high-growth portfolio that can capitalize on economic recoveries while smoothing volatility for investors.'
Though the scheme aims to generate capital appreciation in the long term, the fund managers are actively reviewing the portfolio and modify allocations based on their assessment of market opportunities and associated risk-reward assessment.
Importantly, the fund's focused approach to portfolio construction is balanced with agility. The fund managers actively adjust allocation across market capitalisations and sectors and may reduce exposure to stocks that no longer align with the investment rationale.
The scheme maintains a high active share, reflecting a differentiated portfolio compared to its benchmark index, the Nifty 500 TRI, shaped by the fund managers' investment thesis.
The scheme attempts to strike a balance between a focused, high conviction portfolio and active risk management with agility. Its quality-focused approach seeks to participate in long terms opportunities while aiming to manage downside risk. Investors seeking a diversified equity scheme with a long-term financial horizons - such as retirement or a child's education - may consider Motilal Oswal Flexicap Fund a suitable candidate for their core equity portfolios with a long term investment timeframe.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
The term 'Hi-Quality and Hi- Growth Portfolios' refer to Motilal Oswal AMC's defined fund management processes based on internal qualitative and quantitative research parameters & not be construed as investment advice to any party. The above statements reflect our investment philosophy and should not be construed as indicative of future performance.
Note to the Reader: This article is part of Mint' promotional consumer connect initiative and is independently created by the brand. Mint assumes no editorial responsibility for the content.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Time of India
16 minutes ago
- Time of India
Looking for a low-risk way to grow idle funds? Arbitrage funds might be your smartest move
The cash (spot) market , where stocks are bought and sold for immediate delivery at current prices , where stocks are bought and sold for immediate delivery at current prices The futures market, where stocks are bought or sold at a pre-agreed price for delivery at a future date. Academy Empower your mind, elevate your skills Captures price spreads, not market swings: Instead of guessing where the market is headed, it locks in small gains from price differences between the cash and futures markets. Instead of guessing where the market is headed, it locks in small gains from price differences between the cash and futures markets. Low-risk, short-term solution: The fund uses fully-hedged positions, meaning market volatility has minimal impact, making it ideal for surplus cash you may need in 3–12 months. The fund uses fully-hedged positions, meaning market volatility has minimal impact, making it ideal for surplus cash you may need in 3–12 months. Tax-smart structure: As an equity-oriented fund, it enjoys favourable tax treatment. Gains up to ₹1.25 lakh per year are exempt, and you could save up to 33% in taxes versus short-term debt funds or FDs. As an equity-oriented fund, it enjoys favourable tax treatment. Gains up to ₹1.25 lakh per year are exempt, and you could save up to 33% in taxes versus short-term debt funds or FDs. Built for calm, not chaos: With part of the fund parked in secure instruments like treasury bills and deposits, your investment stays balanced, with equity-style potential and debt-like stability. Is your annual income above ₹20 lakhs? Are you looking for a short-term, low-risk home for surplus money? Do you value liquidity and tax efficiency over high-risk, high-return bets? ET Spotlight Disclaimer - Mutual fund investments are subject to market risks, read all scheme related documents Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Every rupee sitting idly in a low interest account loses its edge, especially when inflation and taxes nibble away at potential returns. Keeping your money safe often means letting it pass up on significant gains. Sure, it is not at risk, but it is also not growing in any meaningful way. So what is the alternative when you want your money to remain accessible, but also work a bit harder?In the typical Indian household, 'get an FD [fixed deposit], it's safe' is the standard chant to new investors, and sure, putting ₹1 lakh in a fixed deposit does feel reassuring. But once the initial comfort fades, the reality sinks in: it is barely earning anything! After taxes and inflation, FD returns are meagre. This is where arbitrage funds offer a smarter alternative, a low-risk way to keep your money accessible while capturing gains by buying in one market and selling in another at a slightly higher the stock market, arbitrage funds exploit price differences between two segments:For example, if a stock is trading at ₹100 in the spot market and ₹105 in the futures market, an arbitrage fund buys it at ₹100 and simultaneously sells it at ₹105, locking in a ₹5 profit per share. There is no guesswork or market prediction involved, just a steady gain from the price gap. Still confused? Think of a friend who buys a smartwatch at a warehouse sale for ₹2,500 and sells it online for ₹2,800, pocketing ₹300 with no risk. Arbitrage funds follow the same logic, and according to data from AMFI (Association of Mutual Funds in India)1, they have often delivered better post-tax returns than savings accounts and short-term FDs, especially for investors in higher tax some extra cash from a bonus, tax refund, or just a few months of savings you won't need right away? Letting it sit idle can feel safe, but it is also a missed opportunity. That's where Axis Arbitrage Fund steps in, offering a steady, low-risk way to keep your money active while staying why it works:If you are setting aside ₹50,000 for a holiday later this year or holding on to a freelance payment for a few months, this fund lets your money do a little more in the meantime, without taking on big funds are great for people who want their short-term money to do a bit more without locking it away or exposing it to market ups and downs. They are especially suited for those in the 20–30% tax bracket, or anyone with money that's not needed for the next 3–12 months — like a bonus, freelance payout, or cash in between big your answer to these is yes, Axis Arbitrage Fund could be a strong fit. It combines structured, low-risk gains from market price gaps with the calm of stable debt instruments, helping you grow your money quietly without the not, don't worry. There are other smart options. If you want a broader mix, a Multi Asset Allocation Fund or Balanced Advantage Fund might suit you better. For pure debt exposure, you could consider an Ultra Short-Term or Short-Term Debt every investment needs to be bold to be effective. Sometimes, the smartest strategy is quiet, steady, and built on capturing small, consistent opportunities. That's exactly what arbitrage funds do, turning market price gaps and stable debt instruments into a low-risk way to keep your idle money in you are exploring such a strategy, funds like Axis Arbitrage Fund offer a structured, tax-efficient option that balances access, safety, and short-term growth, without the stress of timing the -
The Hindu
16 minutes ago
- The Hindu
PM Modi's Maldives visit, a turnaround in ties
When Prime Minister Narendra Modi attends the Maldives's 60th Independence Day celebration in capital Male on July 26, 2025, his presence will mark a major turnaround in ties between the neighbours — something that neither side might have foreseen 18 months ago. Also read: Ties in region back in focus with PM's visit to Maldives Although Mohamed Muizzu used the 'India out' plank — taking off on a campaign by former President Abdulla Yameen — for his successful presidential bid in September 2023, there was a notable thaw in the Maldives's India ties within months, seen in the meeting of the leaders of both countries, on the sidelines of the UN COP 28 climate summit in Dubai in December 2023, where they agreed to bolster economic partnership and people-to-people ties. Downs and ups However, early 2024 saw a rapid decline in the relationship again, with junior Maldivian ministers making derogatory remarks against PM Modi, in connection with his Lakshadweep visit, and a shrill, apparently well-coordinated 'Boycott Maldives' campaign that dominated Indian social media soon after, threatening the country's tourism-reliant economy. Returning from a five-day visit to China in January 2024, President Muizzu told local media that the Maldives may be a small island nation, but that does not allow others to 'bully' the country and that the Maldives 'is not in anyone's backyard'. In March 2024, Mr. Muizzu said no Indian military personnel, not even those in civilian clothing, would be present in his country after May 10, 2024. By early May last year, India fully pulled out its troops from the Maldives, meeting the deadline set by President Muizzu, with a compromise of replacing them with technical personnel. Economic support Subsequently, ties saw an improvement, paving way for President Muizzu's state visit to India in October 2024, even as the island nation was struggling with its debt burden and widening fiscal deficit that some feared might push it towards default. After the two leaders met in New Delhi, India signed a crucial currency swap agreement — available until 2027 — with the Maldives for $750 million, to help the island nation tide over its current foreign currency crunch. The two countries also agreed on a 'vision statement' for a 'comprehensive economic and maritime security partnership' going forward. In May 2025, India rolled over a $50 million-treasury bill to support the country bolster its reserves and stabilise its economy. Today, Indian flags have been put up across Male, sources based in the capital city told The Hindu on Thursday, to welcome the Indian PM, scheduled to arrive Friday [July 25, 2025] morning from the United Kingdom, amid considerable social media criticism of the Maldivian government from detractors. Mr. Modi is the first Head of State to visit the Maldives since President Muizzu assumed office in November 2023. 'Hard work' 'It's a question of working hard at a relationship,' Foreign Secretary Vikram Misri said, in a special media briefing on July 22, 2025, referring to the positive shift India-Maldives ties. Observing that 'there will always be events that will impact or try to intrude on the relationship', he pointed to the 'kind of attention' that has been paid to the relationship and including at the highest levels. 'We have continued to work at it …we have also been in very close discussions with our partners in the Maldives to provide clarity and assurances about what it is that we want to do bilaterally, and I think the result is there for all to see,' he told reporters in New Delhi. Describing the joint vision for an 'India-Maldives comprehensive economic and maritime security partnership' as the 'guiding framework' for bilateral ties, Mr. Misri said New Delhi has seen nearly half a dozen ministerial-level visits from the Maldives in the first six months of this year. During Mr. Modi's visit a set of agreements across sectors is expected. The two sides are likely to agree on the terms of reference for the Free Trade Agreement that is currently under negotiation. Further, agreements in new areas of cooperation, including renewable energy, fisheries, digital infrastructure are to be firmed up. Prior to Mr. Modi, former Sri Lankan President Maithripala Sirisena and former Prime Minister of Pakistan Nawaz Sharif participated as Guests of Honour in the Maldives's Independence Day events in 2015 and 2017 respectively.
&w=3840&q=100)
First Post
16 minutes ago
- First Post
Scotch, cars, chocolates and more: What will become cheaper as India-UK sign FTA?
India and the UK are signing a Free Trade Agreement (FTA) on Thursday, as PM Narendra Modi meets his British counterpart Keir Starmer in London. Under the landmark deal, the UK will eliminate duties on several Indian imports, including textiles, leather, gems and jewellery and machinery. For Indians, Scotch whisky, British cars, and chocolates will become cheaper read more India and the UK are signing a Free Trade Agreement on July 24. File Photo/Reuters India and the United Kingdom (UK) are set to sign a Free Trade Agreement (FTA) on Thursday (July 24). British Prime Minister Keir Starmer is hosting his Indian counterpart, Narendra Modi, in London and the two will hold discussions on a range of topics. The signing of the FTA is a key part of PM Modi's UK visit. New Delhi and London concluded talks in May to reach a bilateral Free Trade Agreement, discussions for which first began in January 2022. STORY CONTINUES BELOW THIS AD As per the British government estimates, the FTA will boost its GDP by £4.8 billion ($6.5 billion) annually. Indian exports to the UK are expected to double by 2030. The trade deal will benefit both countries. Here's how it will impact you. How India will gain The India-UK FTA would eliminate duties on 99 per cent of Indian exports to Britain, including key sectors such as textiles, leather, gems and jewellery, auto parts and engines, furniture, sports goods, chemicals, and machinery. Several of these goods are facing UK tariffs ranging from four per cent to 16 per cent. The removal of UK taxes on Indian garments and home textiles – which range from eight to 12 per cent – will make them more competitive against products from Bangladesh and Vietnam. The Indian exports in this sector are projected to rise to up to 40 per cent in the next three years. Zero tariffs on gold, diamond jewellery, and leather goods will be a boost for MSME exporters and luxury product manufacturers in India. The UK will ease the process of approvals for Indian pharmaceutical companies, with the NHS opening further for generic medicines from India. The European country will also cut duties on Indian processed foods, basmati rice, shrimp, spices, and tea, giving a fillip to exports from Kerala, Assam, Gujarat, and West Bengal. Under the FTA, premium Indian food brands will have enhanced access to the UK market. Tariffs will also be removed on agrochemicals, industrial chemicals, and plastics. India's chemical exports to the UK could double by 2030. STORY CONTINUES BELOW THIS AD Indian electric and hybrid vehicle makers are also set to benefit with preferential access to the UK under a quota system. Welspun India, Arvind Ltd, Bata India, Relaxo, Tata Motors, Mahindra Electric, and Bharat Forge are among the companies likely to benefit from greater market access. According to the Indian Commerce Ministry, the UK will provide assured access to business visitors, contractual service providers, yoga instructors, chefs and musicians for temporary stay. The FTA will also make it easier for Indian professionals to work in the UK by streamlining employment laws and visa procedures. The British government will expand the range of occupations for which highly qualified Indians can apply. Indian professionals working temporarily in the UK will not have to pay social security contributions for up to three years, saving around Rs 4,000 crore annually. What gets cheaper for Indians? Scotch whisky and luxury cars from the UK will become cheaper. India has agreed to reduce tariffs on Scotch whisky and gin from 150 per cent to 75 per cent, and further to 40 per cent over the next 10 years. Taxes on imported UK-made cars, currently over 100 per cent, will drop to 10 per cent under a quota system that will gradually expand. STORY CONTINUES BELOW THIS AD UK-based firms such as Diageo (Scotch whisky) and British luxury carmakers like Aston Martin and Jaguar Land Rover will greatly benefit from better access to India's growing consumer market. India will also eliminate or reduce tariffs on products such as cosmetics, salmon, chocolates, medical devices, and biscuits. With inputs from agencies
