Long Term (3 Years +)
Around 25 stocks for a portfolio
Investors who like to invest with a Long-term wealth creation view.
Not more than 12% in a single stock
35% in a sector
Companies which are likely to earn 20-25 % on its net worth going forward
QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price
20-25 stocks for a portfolio
To purchase a piece of great business at a fraction of its true value
To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.
Strongly believe that Money is made by investing for the long term
Data as on 31-07-2023
*Since inception, Motilal Oswal India Opportunity Portfolio V2 Strategy has delivered a CAGR of 6.68% vs. S & P BSE 500 TRI returns of 13.12%
Outperformance of -6.44% (CAGR)
*Strategy Inception Date: 05-02-2018. NA
Industry Classification as recommended by AMFI
Data as on 31-8-2023
Mr. Tarway has 17 years of experience in equity markets as Analyst and Head of Research. He has worked with Motilal Oswal Securities Limited as Analyst and Head of Retail Products. Prior to joining, Motilal Oswal Asset Management Company Limited, he had worked as Head Of Research for Reliance Securities Limited.
S & P BSE 500 TRI