Motilal Oswal India Opportunity Portfolio Strategy

The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across market capitalization and which are available at reasonable market prices.

Strategy Construct

Investment Horizon:

Long Term (3 Years +)

Allocations - Market Capitalisation

NA

Number of Stocks:

Around 25 stocks for a portfolio

For Whom

Investors who like to invest with a Long-term wealth creation view.

Scrip Allocation:

Not more than 12% in a single stock

Sector Allocation Limit

35% in a sector

Investment Philosophy

Focus on Return on Net Worth

Companies which are likely to earn 20-25 % on its net worth going forward

Balance between growth and value

QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price

Focused Strategy Construct

20-25 stocks for a portfolio

Margin of safety

To purchase a piece of great business at a fraction of its true value.

Bottom Up Approach

To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.

Long-term investment View

Strongly believe that Money is made by investing for the long term

Performance

Data as on 15-05-2022

*Since inception, Motilal Oswal India Opportunity Portfolio Strategy has delivered a CAGR of 8.88231% vs. Nifty SmallCap 100 TRI returns of 7.12898%

Outperformance of 1.75% (CAGR)

*Strategy Inception Date: 15-02-2010. NA

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 30-4-2022

Fund Manager

Manish Sonthalia

(PMS)

Mr. Manish Sonthalia is theAssociate Directorand Head Equity for PMS.He has equity research!@! fund management and equity sales experience since 1992.He has been Vice President Equity Research at Motilal Oswal Securities Ltd. He is the fund Manager with PMS since 2006.

Other funds managed by him

  • Motilal Oswal Next Trillion Dollar Opportunity
  • Motilal Oswal India Opportunity Portfolio V2 Strategy
  • Motilal Oswal Business Opportunity Portfolio

Strategy Details

Strategy Type:

open ended

Date of inception

15-02-2010

Benchmark

nifty smallcap 100 tri

Subscription

closed

Redemption

daily

Valuation Point

daily

PMS Strategies

SWIPE
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Motilal Oswal Value Strategy

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses run by great business managers for superior wealth creation.