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 31-08-2023
*Since inception, Motilal Oswal Next Trillion Dollar Opportunity has delivered a CAGR of 14.45% vs. S & P BSE 500 TRI returns of 11.31%
Outperformance of 3.14% (CAGR)
*Strategy Inception Date: 03-08-2007. .
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-8-2023
Fund Manager
Vaibhav Agarwal
(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.
Other funds managed by him
- Motilal Oswal Value Migration Strategy
Strategy Details
Strategy Type:
open ended
Date of inception
03-08-2007
Benchmark
S & P BSE 500 TRI
Subscription
open
Redemption
daily
Valuation Point
daily
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Investment in securities is subject to market and other risks, and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. Please read Disclosure document carefully.