Two Motilal Oswal funds that withstood the recent market volatility

What happened?

On February 12, 2024, more than 80% of equity funds fell by over 1%.

However…

Two of Motilal’s funds managed to weather the storm: Motilal Oswal Midcap and Motilal Oswal Flexi Cap.

How did the funds fare?

Motilal’s mid-cap fund was up by 0.36% – the day the markets bled. On the other hand, the flexi-cap had a minor fall of 0.13%.

How were their portfolios able to cushion the fall?

Both these funds have 62% of their money invested in the same set of 13 stocks. Nine of them were in the green on Monday.

The nine ninjas

These stocks braved the Monday chaos.

How did the funds survive the chaos?

Only 11% of their money was in stocks that fell by more than 2%. Motilal’s concentrated and coordinated stock calls did the trick, for now.

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