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Strategy Construct
Investment Horizon:
Medium to Long term
Allocations - Market Capitalisation
Large Caps: 21 % Mid Caps: 44 % Small Caps: 27 %
Number of Stocks:
27 stocks for a portfolio
For Whom
Investors who like to invest with long term wealth creation
Scrip Allocation:
Not more that 10% in any stock
Sector Allocation Limit
35% or as per benchmark
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 29-02-2024
*Since inception, Motilal Oswal Mid to Mega Strategy has delivered a CAGR of 19.6535% vs. BSE 500 TRI returns of 18.3862%
Outperformance of 1.27% (CAGR)
*Strategy Inception Date: 18-12-2017. .
For the relative performance of a particular Investment Approach to other Portfolio Managers within the selected strategy, please refer APMI website click here.Under PMS Provider Name, please select Motilal Oswal Asset Management Company and select your Investment Approach Name for viewing the stated disclosure. The data for the previous month is usually available on the APMI portal on or after the 7th business day of the current month.
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-12-2024
Fund Manager
Rakesh Tarway
(PMS)
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.
Other funds managed by him
- Motilal Oswal India Opportunity Portfolio Strategy
- Motilal Oswal India Opportunity Portfolio V2 Strategy
Strategy Details
Strategy Type:
open ended
Date of inception
18-12-2017
Benchmark
bse 500 tri
Subscription
open
Redemption
daily
Valuation Point
annual
Motilal Oswal Asset Management Company
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