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Motilal Oswal Mid Cap Fund: Spots moats before the drawbridge comes up
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Crisil Intelligence New Delhi
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Motilal Oswal Mid Cap Fund, launched in February 2014, has ranked in the top 30 percentile of the midcap fund category in the Crisil Mutual Fund Ranking (CMFR) for three straight quarters through March 2025. The fund has been managed by Niket Shah since July 2020 and Ajay Khandelwal since October 2024. Its month-end assets under management rose to ₹26,028 crore in March 2025, up from ₹2,641 crore in March 2022.
The fund aims to deliver long-term capital appreciation and steady income by investing in quality midcap companies with durable competitive advantages and clear growth visibility.
The fund
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Economic Times
2 days ago
- Economic Times
International mutual funds beat domestic funds with up to 10% returns in July. What should mutual fund investors do now?
International mutual funds outperformed domestic ones in July, with some delivering returns up to 10%. International mutual funds have outperformed their domestic counterparts in the month of July with up to 10% return, an analysis of performance by ETMutualFunds showed. There were around 564 funds in the mentioned time period, 134 gave positive returns, 429 gave negative returns and one fund failed to generate return. Among the top 20 performers, 18 were international funds and two were pharma and healthcare sector based funds. Mirae Asset S&P 500 Top 50 ETF FoF, the topper in the said time period, posted a return of 9.77%. DSP Global Clean Energy FoF offered a return of 8.67% in July, followed by Mirae Asset NYSE FANG+ETF FoF which gave 8.51% return in the similar time period. Also Read | Quant Small Cap Fund, Motilal Oswal Midcap Fund among 12 equity mutual funds to offer over 300% absolute returns in 5 years Two greater China based funds - Axis Greater China Equity FoF and Edelweiss Gr China Equity Off-Shore Fund - delivered 8.48% and 7.45% returns respectively in July. Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF posted a return of 7.21% in the mentioned time period. HDFC Pharma and Healthcare Fund, a pharma and healthcare sector based fund, delivered a return of 6.18% in the said time period. Mirae Asset Hang Seng TECH ETF FoF delivered a return of 6.09% in NASDAQ based funds - Kotak NASDAQ 100 FoF, Axis NASDAQ 100 FoF, and Motilal Oswal Nasdaq 100 FOF - have delivered a return of 5.88%, 5.78%, and 5.73% respectively in funds from DSP Mutual Fund - DSP World Mining FoF and DSP Healthcare Fund - offered a return of 4.50% each in the mentioned period. HDFC Small Cap Fund delivered a return of 0.66% in the similar time frame. Mirae Asset Small Cap Fund and Helios Flexi Cap Fund posted 0.42% return each in the month of July. Three funds - Baroda BNP Paribas Aqua FoF, Bandhan Small Cap Fund, and Axis Innovation Fund - posted a return of 0.16% each in the said time BNP Paribas Innovation Fund was the last one to offer a positive return of around 0.01% in July. ICICI Prudential MNC Fund did not post any return in the mentioned period. Based on the data, the fund gave 0.00% return. HDFC Defence Fund, the only active fund based on defence sector, lost the most of around 9.67% in the said time period. HSBC Brazil Fund, an international fund, lost 6.63% in July. Also Read | NFO Insight: Can this multi asset allocation fund help diversify your portfolio? Six funds based on the technology sector lost between 4.61% to 5.36% in said time period. Old Bridge Focused Fund lost 4.51% in the mentioned period. SBI Midcap Fund delivered a negative return of 2.85% in the mentioned time frame. Motilal Oswal Midcap Fund delivered a negative return of 2.64% in the month of funds from Quant Mutual Fund - Quant Manufacturing Fund, Quant Large Cap Fund, Quant Infrastructure Fund - lost 2.18%, 2.18%, and 2.17% respectively in the month of July. Quant Mid Cap Fund and Quant Momentum Fund lost 2.03% and 2.02% respectively in the mentioned time largest and oldest contra fund, SBI Contra Fund, delivered a negative return of 1.90% in the said time horizon. Nippon India Small Cap Fund, the largest small cap fund based on assets managed, lost 1.60% in Small Cap Fund delivered a negative return of 1.31% in July, followed by HDFC Flexi Cap Fund which lost 1.31% as Manufacture in India Fund and DSP Midcap Fund lost the lowest of around 0.05% each in July. An expert is of the opinion that with equity valuations continuing to be at premium and heightened uncertainty on tariff front, investors in equity mutual funds may wish to avoid lumpsum investments but invest through SIPs and STPs. 'Overvaluations are excessive in mid and small caps and investors may prefer to book profits in those segments . Debt investors may prefer to stay at the shorter end of the yield curve as RBI may not cut interest rates due to the rise in core inflation,' Vishal Dhawan, CEO, Plan Ahead Wealth Advisors, a wealth management firm in Mumbai told considered all equity mutual funds including sectoral and thematic funds. We considered regular and growth options. We calculated the performance from July 1 to July 30. Also Read | Markets will hope for a 'TACO' trade if better senses prevail: Nilesh Shah of Kotak Mutual Fund Note, the above exercise is not a recommendation. The exercise was done to evaluate the performance of equity mutual funds in the month of July. One should not make investment or redemption decisions based on the above should always consider risk appetite, investment horizon, and goals before making any investment decisions. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
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Business Standard
24-07-2025
- Business Standard
Betting on disruption, reforms: Decoding Motilal Oswal's new thematic fund
The Indian equity market is a bit like life—full of surprises. Some companies ride the wave of disruption, some transform through policy changes, while others emerge stronger from temporary setbacks. What if you had a fund that was designed to spot these 'inflection points' and ride the wave early? Motilal Oswal Mutual Fund has launched a new thematic offering—the Motilal Oswal Special Opportunities Fund—that aims to do just that. This open-ended equity scheme opens for subscription on July 25, 2025, and closes on August 8, 2025. What is a "Special Situation"? Special situations are events that can impact a company's value drastically—think mergers, acquisitions, regulatory reforms, temporary setbacks, or even structural industry shifts. The fund's strategy is to capitalize on these transitional phases by identifying fundamentally strong businesses that are navigating change. 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The fund seeks to benefit from company specific (events/ developments), sectoral, or macroeconomic events such as corporate actions, regulatory or policy changes, mergers and acquisitions, or temporary disruptions. The fund is suitable for investors seeking to invest predominantly in equities and equity related instruments following a special situations theme and aiming for Capital appreciation over long term. Who Should Consider This? This fund is not for the faint-hearted. It is meant for: Long-term investors with a 5-year+ horizon Those who believe in thematic investing Investors comfortable with concentration risks and volatility Someone looking to diversify away from traditional blue-chip or index-heavy funds It's important to remember that thematic funds can underperform during market phases where their specific theme is out of favor. Benchmark & Structure Benchmark: Nifty 500 TRI (Total Return Index), giving it a broad comparison base Structure: Open-ended equity scheme Post-NFO listing: August 21, 2025 Unlike diversified funds, this one follows a special situations theme, meaning your returns will be heavily dependent on how these niche bets play out. Investment Objective: The primary objective of the scheme is to achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there is no assurance that the investment objective of the scheme will be achieved. "Manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat. We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases. This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms. As growth-oriented managers, our aim is to align with India's evolving economic landscape and seek long term capital appreciation," said Ajay Khandelwal, Fund Manager at MOAMC. This fund could make sense as a satellite allocation—a smaller part of your portfolio intended to deliver alpha or capture a specific trend. But don't confuse it with a core holding that provides stability and steady returns. If you: Already have a diversified portfolio Are looking to spice it up with a high-conviction idea Can handle cycles of underperformance …then this fund could be worth considering. However, do consult your financial advisor to evaluate if this aligns with your risk profile and goals. The Fund will be managed by Ajay Khandelwal (Fund Manager – Equity component), Atul Mehra (Fund Manager – Equity component), Bhalchandra Shinde (Associate Fund Manager – Equity Component), Rakesh Shetty (Fund Manager - Debt Component), and Sunil Sawant (Fund Manager - Overseas Securities). "The Motilal Oswal Special Opportunities Fund is intended for investors seeking to benefit from evolving market dynamics driven by special situations such as policy reforms, corporate actions, and structural shifts across sectors. Leveraging our research-led QGLP investment framework, the fund seeks to build a focused portfolio of companies navigating such transitions, with an emphasis on long-term capital appreciation," said Prateek Agrawal, Managing Director ('MD') and Chief Executive Officer ('CEO') at Motilal Oswal Asset Management Company Ltd (MOAMC).
Time of India
23-07-2025
- Time of India
MF Alert: Motilal Oswal Mutual Fund launches special opportunities fund
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