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.

Strategy Construct

Investment Horizon:

Medium to Long Term (3 Years +)

Allocations - Market Capitalisation

Large Caps : 65 % - 100% | Mid Caps: 0% - 35%

Number of Stocks:

Around 20 stocks

For Whom

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

Scrip Allocation:

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

Sector Allocation Limit

35% in a sector

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

The strategy should not consist of more than 20-25 stocks

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 ŇMoney is made by investing for the long term

Performance

Data as on 15-05-2022

*Since inception, Motilal Oswal Value Strategy has delivered a CAGR of 19.2729% vs. Nifty 50 TRI returns of 17.1626%

Outperformance of 2.11% (CAGR)

*Strategy Inception Date: 18-02-2003. NA

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 30-4-2022

Fund Manager

Shrey Loonker

(PMS)

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

Susmit Patodia

(PMS)

Mr. Susmit Patodia has over 15 years of experience with 11+ years in the Indian equity markets. Susmit has been with Motilal Oswal since 2010. Prior to Motilal Oswal!@! Susmit worked with Accenture Consulting India. Susmit graduated in 2005 with a Management degree from the Indian Institute of Management Bangalore. Susmit also had a short stint with Franklin Templeton Mutual Funds before he did his MBA. Susmit also holds a Bachelor of Commerce degree from University of Madras.

Strategy Details

Strategy Type:

open ended

Date of inception

18-02-2003

Benchmark

nifty 50 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.