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 31-07-2022
*Since inception, Motilal Oswal Value Strategy has delivered a CAGR of 19.206% vs. Nifty 50 TRI returns of 16.9847%
Outperformance of 2.22% (CAGR)
*Strategy Inception Date: 18-02-2003. NA
Industry Classification as recommended by AMFI
Data as on 31-7-2022
Mr. Shrey Loonker has joined as the Sr. Vice President as Fund Manager for Value PMS. Shrey brings with him over 13 years of overall experience. Prior to Motilal, he was working with Ernst & Young Pvt Ltd in Global Taxation Advisory Services and Reliance AMC - Mumbai (11 years) as Fund Manager Reliance Banking Fund. Shrey has completed his Chartered Accountancy in 2005 from ICAI Mumbai & CFA in 2009 from CFA Institute USA
nifty 50 tri