Motilal Oswal India Opportunity Portfolio V2 Strategy

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from India's emerging businesses. it aims to predominantly invest in Small and Midcap stocks with a focus on identifying potential winners. Focus on sectors and companies which promise a higher than average growth.

Strategy Construct
Investment Philosophy
Performance
Portfolio
Fund Manager
Strategy Details
PMS Strategies

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 31-05-2023

*Since inception, Motilal Oswal India Opportunity Portfolio V2 Strategy has delivered a CAGR of 4.64% vs. Nifty SmallCap 100 TRI returns of 11.85%

Outperformance of -7.21% (CAGR)

*Strategy Inception Date: 05-02-2018. NA

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 31-5-2023

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 Strategy
Motilal Oswal Business Opportunity Portfolio

Strategy Details

Strategy Type:

open ended

Date of inception

05-02-2018

Benchmark

nifty smallcap 100 tri

Subscription

open

Redemption

daily

Valuation Point

daily

PMS Strategies

SWIPE

View All

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.

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