MOTILALOFS

📊 Sector and Market Outlook

🔶 Key Business Updates Motilal Oswal Alternates, the company’s private equity arm, is raising its fifth flagship fund with a target of around USD 600 million and has already raised close to USD 800 million for investments in mid-sized Indian companies. The firm plans to issue two-year bonds worth approximately ₹500 crore with a coupon rate near 7.85%, aimed at funding business expansion and lending operations. Its research team expects modest 6% year-on-year growth for Nifty companies in Q2, driven by financial sector strength, a mild consumption revival, and interest in new-age sectors. Motilal Oswal believes Indian equities could recover if foreign investor outflows ease, supported by strong domestic inflows and improving corporate earnings. 📊 Sector and Market Outlook The company highlighted the gold and jewellery sector as resilient despite high gold prices and predicted strong performance for silver, with a potential long-term target of around ₹2.4 lakh per kg by 2026 due to rising industrial demand. It recently reiterated a neutral stance on some mid-cap housing finance firms after quarterly results, indicating selectivity in financial sector exposure. Motilal Oswal Mutual Fund’s investor survey showed that nearly 70% of Indian retail investors now prefer passive funds and ETFs, with total passive AUM growing sixfold over six years to above ₹12 lakh crore. ⚠️ Other Notable Developments Some of Motilal Oswal’s equity mutual fund schemes recorded short-term losses of around 5% during a recent market correction, though performance remains steady on a yearly basis. The company remains optimistic on long-term equity prospects, expecting policy stability and earnings growth to support valuations.