👉 Discover the benefits of Motilal Oswal Multi Cap Fund at https://bit.ly/mo_shankar_multicap

► Presentation -- https://www.motilaloswalmf.com/CMS/as...
► Scheme Information Document -- https://www.motilaloswalmf.com/CMS/as...
► This video is sponsored by Motilal Oswal Mutual Fund

In this video, I share my journey of discovering the power of multicap funds and why they have become a core component of my investment strategy. A relatively newly formed category (SEBI defined it in 2020), multicap funds have a clear mandate of allocating atleast 25% of their assets individually across large, mid, and small-cap stocks ensuring that investors get an adequate dose of different market cap buckets via such a scheme.

I shall take you through the key difference between flexicaps and multicaps, we look at the performance metrics esp. in light of benchmarks like the Nifty 500 Multicap 50:25:25 Index and the Nifty 500 and most importantly, I'll also offer some variables using which one can evaluate and compare one multicap fund from another. This includes a peek into the investment style & strategy, market cap composition, portfolio focus and ofcourse, performance and risk

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👉 Video Chapters:
00:00 Multicap Funds: Core of My Investment Strategy
01:05 Genesis of Multicap Funds
02:27 Multicaps versus Flexicaps
04:00 Performance of Multicap Index
06:40 4 Key Variables when Evaluating Multicap Funds
11:17 Shankar's Viewpoint

#motilaloswal #multicap #mutualfund #wealthbuilding

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links