Motilal Oswal Flexi Cap mutual fund is on a long road to recovery; should you invest?

ET Wealth collaborates with Value Research to analyse top . We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed decision. 28 APRIL 2014 EQUITY FLEXI CAP Rs.8,593 crore NIFTY 500 TOTAL RETURN INDEX Rs.43.81 Rs.28.49 Rs.500 Rs.500 1.77 1% for redemption within 15 days RAKESH SHETTY (left)/NIKET SHAH 1 YEARS/1 YEARS, 4 MONTHS , BSE, (Oct).

, (Oct). Bajaj Finserv (Nov). Earlier known as Motilal Oswal Multi Cap 35, this fund takes a different approach compared to its peers. It runs a highly compact portfolio of up to 35 stocks (currently 25). Within this, it takes heavy bets in its highest conviction ideas, resulting in sizeable deviations from the index.

It currently has a higher presence in mid and small caps compared to its peers. The preference is for secular themes that offer longevity of growth. The fund has endured a torrid time since 2018, exhibiting chronic underperformance. However, it has managed to show a sharp turnaround this year, beating its index comfortably.

Yet, the road to recovery is long and the fund managers will have to put in a consistent show to get the fund back on its feet..