Скачать или смотреть Motilal Oswal Financial Services Fund Explained | Sandeep Jain on Strategy & Cycles

#FinancialServices #SectorInvesting #InvestmentStrategy

Financial services already dominate Indian equity portfolios—but they’re also among the most cyclical, regulated, and misunderstood parts of the market.

In this in-depth conversation, Sandeep Jain, Fund Manager at Motilal Oswal AMC, explains the thinking behind the launch of the Motilal Oswal Financial Services Fund and how a dedicated sector fund should actually be used, managed, and evaluated.

This discussion goes beyond the brochure to explain:
Why financial services already form 25–30% of diversified equity benchmarks
How a core + alpha strategy allows exposure across large, mid, and small caps
Why credit cycles don’t turn evenly-and how portfolios adapt without being too early or too late
How growth and valuation are balanced in a premium sector like BFSI
What separates genuine growth models from value traps, especially in fintech
How regulatory changes impact banks, NBFCs, insurance, and capital-market businesses over time
Why drawdowns are managed through sub-sector rotation, not guesswork
‪@MotilalOswalAMC‬

The conversation also puts the long-term context in perspective-highlighting how BFSI’s share of Nifty profits has grown from 16% in 2010 to 33% in 2025, making the theme increasingly hard to ignore.

Timestamps:
00:00 - Introduction
00:36 - Why do investors need a dedicated financial services fund?
02:36 - How do you manage portfolios when credit cycles diverge?
04:54 - When does paying for growth make valuation risky?
06:28 - How do you spot value traps in financial stocks?
07:46 - What disqualifies a fintech business even in a growth phase?
09:10 - How do you manage regulatory risk in financial services?
11:33 - How do you control drawdowns in a sector fund?
13:00 - How should investors size and hold a sector fund?

📌 Fund Discussed: Motilal Oswal Financial Services Fund
📅 NFO Period: 27th January – 10th February 2026

💬 Question for you:
How do you think about allocating to sector funds-core holding or tactical exposure?

⚠️ DISCLAIMER: This video is for educational purposes only and does not constitute investment advice. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a financial advisor before investing.

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