A Lot of people are confused about Flexicap fund and Multi Cap fund. OK I will solve your confusion. Flexible Allocation: Flexicap funds have the flexibility to invest in any market cap segment without any restriction on the minimum allocation. The fund manager has the discretion to decide the proportion of investment in each market cap segment based on market conditions and opportunities. Multicap Funds: Multicap funds are required by SEBI (Securities and Exchange Board of India) to invest a minimum of 25% of their assets in each of the three market cap segments (large-cap, mid-cap, and small-cap). This ensures a diversified exposure across market capitalizations. Thats it! The greatest opportunities lay in investments that others ignore or dismiss due to behavioral biases - Howard Marks Well, Bajaj Finserv Multi Cap Fund will be using Contra investment method with the rule of Multi Cap Fund guided by SEBI How Contra Investment Works Identify Market Trend...
Is Momentum Funds are next big things ??? Motilal Oswal Active Momentum Fund NFO Details Description Fund Name Motilal Oswal Active Momentum Fund – Direct (G) Fund Type Open Ended Category Thematic Fund NFO Open Date 24-February-2025 NFO End Date 10-March-2025 Minimum Investment Amt ₹500/- and any amount thereafter Entry Load -Nil- Exit Load 1% -If redeemed within 3 months from the day of allotment. Nil -If redeemed after 3 months from the date of allotment. Fund Manager Mr. Ajay Khandelwal & Varun Sharma Benchmark NIFTY 500 TRI The Motilal Oswal Active Momentum Fund be managed by Ajay Khandelwal, Varun Sharma, and Rakesh Shetty, and its performance will be compared to the Nifty 500 TRI. For lump sum, a minimum application fee of Rs 500 is required, followed by multiples of Re 1. The minimum investment amount for SIP is Rs 500, and it must be made in multiples of Rs 1 with a minimum of 12 installments. Investment Objective and Strategy : Catching the momentum Invest...