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Strategy Construct
Investment Horizon:
Medium to Long Term (3 Years +)
Allocations - Market Capitalisation
Large Caps: 30.5 % Mid Caps: 38.7 % Small Caps: 29.8 %
Number of Stocks:
32 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 30-11-2024
*Since inception, Motilal Oswal Next Trillion Dollar Opportunity has delivered a CAGR of 18.7586% vs. BSE 500 TRI returns of 13.9725%
Outperformance of 4.79% (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.
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-12-2024
Fund Manager
Vaibhav Agrawal
(CIO & Fund Manager - PMS & AIF (Alternates))
Mr. Vaibhav Agrawal is currently managing approx 10000 Crs AUM at Motilal Oswal Asset Management Co. Ltd. across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst in CRISIL and investment analyst in Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Other funds managed by him
- Motilal Oswal Value Migration Strategy
- Motilal Oswal Founders Portfolio
- Motilal Oswal India Growth Fund
Strategy Details
Strategy Type:
open ended
Date of inception
03-08-2007
Benchmark
bse 500 tri
Subscription
open
Redemption
daily
Valuation Point
daily
Motilal Oswal Asset Management Company
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