Medium to Long Term (3 Years +)
The portfolio currently have investment across market capitalization. It is a Multicap Strategy that aims to predominantly invest in Large and Mid Cap Stocks at the time of initial ideation and investment made as per the model portfolio of the strategy.
20-25 stocks for a portfolio
Investors who like to invest with a Long-term wealth creation view.
Not more than 10% in a single stock at the time of new ideation
35 % or as per benchmark
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 29-02-2024
*Since inception, Motilal Oswal Next Trillion Dollar Opportunity has delivered a CAGR of 15.4% vs. S & P BSE 500 TRI returns of 12.06%
Outperformance of 3.34% (CAGR)
*Strategy Inception Date: 03-08-2007. .
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.
Industry Classification as recommended by AMFI
Data as on 31-7-2024
(PMS)
Mr. Vaibhav Agarwal completed his Bachelor’s Degree in Computer Science from the University of Pennsylvania. After completing his bachelors, he was associated with Motilal Oswal group from October 2012 to July 2015. Post which Vaibhav pursued his MBA at London Business School and thereafter rejoined Motilal Oswal PMS Team as an investment analyst in the year 2017 till 2020. Prior to joining Motilal Oswal Asset Management Company Limited he was acting Chief Executive Officer, Managing Director & Chief Investment Officer of TM Investment Technologies Private Limited.
open ended
03-08-2007
S & P BSE 500 TRI
open
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daily