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 31-05-2023
*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
Industry Classification as recommended by AMFI
Data as on 31-5-2023
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.
nifty smallcap 100 tri