Motilal Oswal Asset Management Company’s Small Cap Fund collects 

over?1,350 crores in NFO period

Highest-ever Small-Cap NFO Collection in India

Receives investments from50+ Indian cities for its active fund NFO launched after a gap of 4 years.

Mumbai,21 December 2023: Motilal Oswal Asset Management Company (MOAMC) has collected over INR ~Rs 1,350 crores during the new fund offer (NFO) period of its open-ended equity scheme ‘Motilal Oswal Small Cap Fund.’ This is the highest ever collection for any Small-cap active fund NFO in India.

MOAMC’s first active fund, NFO, in 4 years, has appealed to investors across India, which is reflected in its granular and well-diversified client base across 50+ cities in India. The participation from retail investors has been quite notable, with over 1.5 lac investors with an average ticket size of Rs. 85000/- subscribing to the NFO. The fund has also seen remarkable success in SIP registrations of over 15 crores across 24000investors. The AMC received support from about 5000 distribution partners who guided investors to invest in the fund for long-term wealth creation.

In recent times, the Indian stock markets have experienced a notable upturn, evident in the Small-Cap 250 index outperforming and leading the gains with impressive growth in2023. Small-cap earnings growth has significantly compounded by 48% over last two financial years.  

Small caps Index have created long term wealth for investors, compounding returns by19.32%, 20.34% and 22.06% over last 15, 10 and 5 years respectively.

Speaking on the closure of NFO, Mr. Navin Agarwal, Executive MD & CEO, Motilal Oswal Asset Management Company, said, “We are thrilled with the remarkable success of our Small Cap Fund’s NFO collection, with a staggering collection of over ?1350 crores. The subscription number is a testimony of investors’ confidence in Motilal Oswal’s investing process that seeks to build High-Quality, High-Growth Portfolios. Motilal Oswal Small Cap Fund seeks to apply this time-tested investing process to create a portfolio of predominantly Small-cap stocks. Risk management plays a crucial role for investing in small caps and our rigorous frame work will help us mitigate the volatility associated with small caps.  “

Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC, said, “Our Small-cap NFO’s unprecedented and staggering collection is a testimony to our team''s resilience, investors’ trust, and support of our IFA network and other platforms. We recognise that this success comes with a heightened responsibility. It compels us to go above and beyond, ensuring that our clients receive the best service and that we meticulously curate portfolios focusing on delivering superior returns.”

Motilal Oswal Small Cap Fund aims to maintain a well-balanced portfolio with a minimum 65% exposure to small-cap stocks.

About Motilal Oswal Asset Management Company:

Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14,2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs, Portfolio Management Services business, ETFs and Index Funds.

Disclaimer: 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.

For more details, contact:

Rohini Kute

Head of Group Corporate Communications,

Motilal Oswal Financial Service Ltd

Rohini.kute@motilaloswal.com