Motilal Oswal Mutual Fund Files Papers for Five New Mutual Fund Schemes

In a recent development, Motilal Oswal Mutual Fund has filed papers with SEBI for not one, not two, but five funds. Here are the names of the Five Mutual Fund Schemes for which Motilal Oswal Mutual Fund has filed papers with SEBI:

1. Motilal Oswal Nifty MidSmall Financial Services Index Fund
2. Motilal Oswal Nifty MidSmall Healthcare Index Fund
3. Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
4. Motilal Oswal Nifty MidSmall India Consumption Index Fund
5. Motilal Oswal Quant Fund

Let’s understand the details about these funds from the draft filed with SEBI.

1. Motilal Oswal Nifty MidSmall Financial Services Index Fund

Motilal Oswal Nifty MidSmall Financial Services Index Fund is an open-ended fund replicating/tracking the Nifty MidSmall Financial Services Total Return Index. This product is suitable for investors who are seeking a return that corresponds to the returns of the Nifty MidSmall Financial Services Total Return Index, subject to tracking error. Secondly, this is suitable for investors who are seeking long-term capital growth.

How will the scheme allocate its assets?

Indicative allocation % of total assets: 95 to 100% in constituents of Nifty MidSmall Financial Services Total Return Index. Units of Liquid schemes and Money Market Instruments: 0 to 5%.

2. Motilal Oswal Nifty MidSmall Healthcare Index Fund

Motilal Oswal Nifty MidSmall Healthcare Index Fund is an open-ended fund replicating/tracking the Nifty MidSmall Healthcare Total Return Index. This product is suitable for investors who are seeking a return that corresponds to the returns of the Nifty MidSmall Healthcare Total Return Index, subject to tracking error. Secondly, this is suitable for investors who are seeking long-term capital growth.

How will the scheme allocate its assets?

Indicative allocation % of total assets: 95 to 100% in constituents of Nifty MidSmall Healthcare Index Fund. Units of Liquid schemes and Money Market Instruments: 0 to 5%.

3. Motilal Oswal Nifty MidSmall IT and Telecom Index Fund

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund is an open-ended fund replicating/tracking the Nifty MidSmall IT and Telecom Total Return Index. This product is suitable for investors who are seeking a return that corresponds to the returns of the Nifty MidSmall IT and Telecom Total Return Index, subject to tracking error. Secondly, this is suitable for investors who are seeking long-term capital growth.

How will the scheme allocate its assets?

Indicative allocation % of total assets: 95 to 100% in constituents of Nifty MidSmall IT and Telecom Index. Units of Liquid schemes and Money Market Instruments: 0 to 5%.

4. Motilal Oswal Nifty MidSmall India Consumption Index Fund

Motilal Oswal Nifty MidSmall India Consumption Index Fund is an open-ended fund replicating/tracking the Nifty MidSmall India Consumption Total Return index. This product is suitable for investors who are seeking a return that corresponds to the returns of the Nifty MidSmall India Consumption Total Return Index, subject to tracking error. Secondly, this is suitable for investors who are seeking long-term capital growth.

How will the scheme allocate its assets?

Indicative allocation % of total assets: 95 to 100% in constituents of Nifty MidSmall India Consumption Index. Units of Liquid schemes and Money Market Instruments: 0 to 5%.

5. Motilal Oswal Quant Fund

Motilal Oswal Quant Fund is an open-ended equity scheme investing based on a quant investment framework. This product is suitable for investors who are seeking to generate medium to long-term capital appreciation and investment in equity and equity-related instruments selected based on a proprietary quantitative investment framework.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.