Motilal Oswal Mutual Fund
In conversation with Pratik Oswal, Chief - Passive Business, Motilal Oswal Asset Management
A conversation between Mr Sunil Jhaveri, Founder MisterBond and Mr Pratik Oswal, Chief - Passive Business, Motilal Oswal Asset Management
Motilal Oswal Nifty India Defence Index Fund - https://www.motilaloswalmf.com/mutual-funds/motilal-oswal-nifty-india-defence-index-fund
NFO Closes - 27th June 2024
We discuss
India’s Defence Story - Is the Defence Story behind us? - Recent Outperformance - Global Story on Defence Industry - Reason for Rise in Global Defence Spending - Global Military Spending on the Rise - World’s Largest Defence Spenders - Indian Story on Defence Industry - India’s Defence Budget on the Rise - Budget Allocation of India’s Defence Industry - Contributor to CAD - India’s Defence Challenges - Key Industry Growth Drivers: ???????????? - Changing Landscape - Addressable Opportunity for Indian Defence Players - Valuation Metrics - Parting Thoughts
In conversation with Niket Shah, Chief Investment Officer, Motilal Oswal Asset Management
A conversation between Mr Sunil Jhaveri, Founder MisterBond and Mr Niket Shah, Chief Investment Officer, Motilal Oswal Asset Management
Motilal Oswal Multicap NFO - https://www.motilaloswalmf.com/mutual-funds/motilal-oswal-multi-cap-fund
NFO Period - 28th May 2024 - 11th June 2024
We discuss
India Growth Story - India - Big, Bold and Blazing - India - Growth Engine of the world - India - Atmanirbhar - Expect Continuity of Policies - Participate in all Market Caps - SEBI Categrorization - Why Multicaps? - Potential leaders in current Market Cycle - House Themes - Markets at all time high - What to expect from Current Cycle? - In the midst of Bull Run - Earnings and Balance Sheet - Nifty Journey - World Events in 2024 - parting Thoughts
In conversation with Pratik Oswal, Motilal Oswal AMC (Chief - Passive Business)
A conversation between Mr Sunil Jhaveri, Founder MisterBond and Pratik Oswal, Chief - Passive Business, Motilal Oswal Asset Management Company Ltd
We discuss
Passive v/s Active. How to Decide? - Passive Style v/s Active Style of Investing - NIFTY 50 - Most Actively Followed Index - Uneven Weightage of Sectors and Stocks in NIFTY 50 - Some Stocks/Sectors may Outperform or Underperform & take the Index Up or Down - Many Themes not represented in NIFTY 50 like Manufacturing, China Plus, Infra etc. - Why Large Cap actively managed Funds generally cannot generate Alpha over their benchmark? - Tracking Error - Why Passive Funds? - Decoding Passive Funds - 3 Fold Advantage - Investors have to choose from 1500 to 2000 schemes in Actively managed space - Consistency in Chaos – Case for Passive Funds - Benefits of investing in Passive Funds - Avoiding Common Investment Traps - Passive Funds are True to Label, helps in Proper Asset Allocation - Active + Passive, they don’t compete but complement each other - Scheme List, ETFs + Index from Motilal Oswal AMC
In conversation with Ritesh Pathak, Motilal Oswal AMC (Large & Midcap Fund)
A conversation between Mr Sunil Jhaveri, Founder MisterBond and Ritesh Pathak, Executive Group Vice President & Head - Retail, Motilal Oswal Asset Management Company Ltd, Motilal Oswal Large and Midcap Fund
https://www.motilaloswalmf.com/mutual-funds/motilal-oswal-large-and-midcap-fund
We discuss
Motilal Oswal Large and Midcap Fund - Why Now? - SEBI Categorization of different Indices based on Market Caps - Large and Midcap Category Requirement - Q G L P process for Large & Mid Cap scheme - Different styles of investing - Risk Management Framework for Consistency & Sustainability of Performance - House Investment Themes & Relevance - Year gone by, Impressive EPS Growth in Large and Mid Caps - Events that will prove to be catalysts for market movements going forward - Exposure to Large, Mid and Small Caps - Performance Analysis of Motilal Oswal Large & Mid Cap Fund - Current Investor Portfolios - Over Diversification - Year for Growth Style Investing
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
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
In conversation with Mr Ajay Khandelwal, Fund Manager, Motilal Oswal Manufacturing Fund
A conversation between Mr Sunil Jhaveri, Founder MisterBond and Mr Ajay Khandelwal, Executive Group Vice President and Fund Manager, Motilal Oswal Asset Management
Motilal Oswal Manufacturing Fund - https://www.motilaloswalmf.com/mutual-funds/motilal-oswal-manufacturing-fund
NFO Closes - 2nd August 2024
We discuss
China + 1 - India & China Export Overlap - India’s Competitive Advantage - Electricity Cost Advantage - Corporate Tax Rates in Asian Economies - Indian Government’s Infra Push - Huge Infra leap over past 10 years - Capacity utilization saturation - New Projects announced under Private Sector - Potential Leaders in Current Capex Cycle - Key Sectors that could drive Exports - Sunrise Industries - Macro Goldilocks - Manufacturing – a Diversified Theme - Performance Comparison - Why NFO at these valuations? - Parting Thoughts