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 Horizon:

Long Term (3 Years +)

Allocations - Market Capitalisation


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


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

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 31-5-2023

Fund Manager

Manish Sonthalia


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



nifty smallcap 100 tri





Valuation Point


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