Medium to Long Term (3 Years +)
Large Caps : 65 % - 100% | Mid Caps: 0% - 35%
Around 20 stocks
Investors who like to invest with a Long-term wealth creation view.
Not more than 10% in a stock at the time of ideation
35% in a sector
Companies which are likely to earn 20-25 % on its net worth going forward.
QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price
The strategy should not consist of more than 20-25 stocks
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 ŇMoney is made by investing for the long term
Data as on 31-05-2023
*Since inception, Motilal Oswal Value Strategy has delivered a CAGR of 18.66% vs. Nifty 50 TRI returns of 17.54%
Outperformance of 1.12% (CAGR)
*Strategy Inception Date: 18-02-2003. NA
Industry Classification as recommended by AMFI
Data as on 30-4-2023
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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
18-02-2003
nifty 50 tri
open
daily
daily