Motilal Oswal Next Trillion Dollar Opportunity

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth. It aims to predominantly invest in Small and Mid Cap with a focus on identifying potential winners that would participate in successive phases of GDP growth.

Strategy Construct

Investment Horizon:

Medium to Long Term (3 Years +)

Allocations - Market Capitalisation

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.

Number of Stocks:

20-25 stocks for a portfolio

For Whom

Investors who like to invest with a Long-term wealth creation view.

Scrip Allocation:

Not more than 10% in a single stock at the time of new ideation

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 31-10-2022

*Since inception, Motilal Oswal Next Trillion Dollar Opportunity has delivered a CAGR of 14.85% vs. Nifty 500 TRI returns of 11.12%

Outperformance of 3.73% (CAGR)

*Strategy Inception Date: 03-08-2007. .

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 30-9-2022

Fund Manager

Manish Sonthalia

(PMS)

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 India Opportunity Portfolio V2 Strategy
  • Motilal Oswal India Opportunity Portfolio Strategy
  • Motilal Oswal Business Opportunity Portfolio

Strategy Details

Strategy Type:

open ended

Date of inception

03-08-2007

Benchmark

nifty 500 tri

Subscription

open

Redemption

daily

Valuation Point

daily

PMS Strategies

SWIPE
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Motilal Oswal Value Strategy

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses run by great business managers for superior wealth creation.