In conversation with Mr Atul Mehra, Fund Manager, Motilal Oswal Large Cap - NFO

A conversation between Mr Sunil Jhaveri, Founder MisterBond and Mr Atul Mehra, Fund Manager, Motilal Oswal Large Cap - NFO

NFO Period 17th - 31st January 2024
https://www.motilaloswalmf.com/mutual-funds/motilal-oswal-large-cap-fund?utm_source=Netcore_MisterBond 

We discuss

Positives for India Growth Story - Earnings growth in NIFTY 50 and NIFTY Mid Cap 100 - Crystal Ball Gazing into 2024 - India’s GDP Growth - Fed Fund Rate History - Fed Pivot - FII Flows - China’s Lost Decade - Dollar Index - Events that will prove to be catalysts for market movements - Stumbling blocks for India Growth Story - Slowing World Economies - Geo Political Situations - Motilal Oswal Large Cap Fund - NFO - Introduction - Unique Approach – A-C-E

In conversation with Mr Ajay Khandelwal, Fund Manager, Motilal Oswal AMC

A conversation between Mr Sunil Jhaveri, Founder MisterBond and Mr Ajay Khandelwal, Fund Manager, Motilal Oswal AMC

We discuss

Journey to grow from Cubs to Tigers Small Caps – Future Mid and Large Caps - SEBI recategorization - Case for investing in Small Caps? 1 : High Growth Potential 2 : Small is getting Bigger 3 : Quality of Businesses 4 : Under Researched 5 : Larger Universe 6 : Unique Sectors not available in Large Cap space 7 : Under Ownership in High Growth Stocks 8 : Active stock selection key to generating Alpha - Why Now? Some Concerns 1 : Current Valuation 2 : Volatility 3 : Intermittent Flows 4 : Deteriorating Global Macros 

In conversation with Mr Niket Shah, Fund Manager - Flexicap, Motilal Oswal AMC

A conversation between Mr Sunil Jhaveri, Founder MisterBond and Mr Niket Shah, Fund Manager - Flexicap, Motilal Oswal AMC

We discuss

Revisiting Global Macros from April 2023 to October 2023 - SEBI recategorization - Started with a Bang - What worked for the scheme from 2014 to 2017? - Lost steam mid way - What did not work for the scheme from 2018 to 2022? - Renewed Rigour and Risk ManagementLearning from Past Mistakes? - Revised Investment Philosophy - Number of schemes and competition has increased - Consistent Alpha generator since inception - Current Market Cap Mix (as on 30th September 2023) - Current Sector Mix (as on 30th September 2023)

In conversation with Mr Akhil Chaturvedi, Director & Chief Business Officer, Motilal Oswal AMC

A conversation between Mr Sunil Jhaveri, Founder MisterBond and Mr Akhil Chaturvedi, Director & Chief Business Officer, Motilal Oswal AMC

We discuss

Stupendous Start to Motilal Mutual Fund Schemes on Inception - Investment Philosophy – Q–G–L–P - Underperformance in Schemes start to show up - COVID Period - Fund Manager Biases - Lessons Learned (Winners - Trim Overvaluation, Laggards - Double or Quit, Exclusion mindfulness) - Changes Bearing Fruits - Bottom Up / Top Down - Flexibility to Fund Managers - Concentrated Portfolio v/s Diversified Portfolios - Last one year performances of some of Motilal Mutual Fund schemes - Motilal Flexi Cap Fund - Concluding Thoughts

In conversation with Ritesh Pathak, Exec Group VP & Head - Retail, Motilal Oswal AMC

A conversation between Mr Sunil Jhaveri, Founder MisterBond and Ritesh Pathak, Executive Group Vice President & Head - Retail, Motilal Oswal Asset Management Company Ltd

We discuss

SWP through your Fixed Amount Benefit (FAB) campaign - Difference between SIP and SWP - Is retirement equal to financial freedom? - Aspirational life style and expenses - FAB is for everyone - Traditional investment income - Will FAB erode future wealth? - Major benefits of FAB - SWP and infusion of flavors of equity in senior citizen portfolios - FAB is tax efficient - Silver lining for Investors - FAB for MFDs (Mutual Fund Distributors)

Webinar Motilal Oswal - Which is True Flexi Cap

Webinar conducted on Which is True Flexi Cap on 14th July 2023

In conversation with Aditya Khemani, Fund Manager, Motilal Oswal Large & Midcap Fund

A conversation between Mr Sunil Jhaveri, Founder MisterBond and Aditya Khemani, Fund Manager, Motilal Oswal Large & Midcap Fund

We discuss

- Global Macros - US Macro Data - India’s Valuations - Mid Caps, Small Caps and Large Caps - True Flexicap? - Portfolio Construct v/s Benchmark NIFTY LM 250 - Allocation in Different Sectors - Overweight on Small Caps - Performance vs Benchmark vs Peers

Webinar Motilal Oswal FAB - Fixed Amount Benefit

Webinar conducted on FAB - Fixed Amount Benefit on 9th May 2023

In conversation with Niket Shah, Fund Manager, Motilal Oswal Midcap Fund

A conversation between Mr Sunil Jhaveri, Founder MisterBond and Niket Shah, Fund Manager, Motilal Oswal Midcap Fund

We discuss

Dollar Index, US Inflation, Recession fears, Declining EPS of S&P 500, India’s Valuations v/s other MSCI EM Index, Impact of Lower Valuations and Increased Earnings, Historically relevance of Mid Caps outperforming Large and Small Caps, Portfolio Construct v/s Benchmark NIFTY LM 250, Mid Cap allocation in Different Sectors, Relevance of Portfolio size, Portfolio Outlook - ROE, PEG,  Active Management, Performance vs Benchmark vs Peers