Medium to Long Term (3 Years +)
Not more than 12% in a single stock
20-25 stocks for a portfolio
Investors who like to invest with a Long-term wealth creation view.
Not more than 10% in a single stock at the time of new ideation
35 % or as per benchmark
Data as on 29-02-2024
*Since inception, Motilal Oswal Business Opportunity Portfolio has delivered a CAGR of 13.4% vs. S & P BSE 500 TRI returns of 14.62%
Outperformance of -1.22% (CAGR)
*Strategy Inception Date: 18-12-2017. .
Industry Classification as recommended by AMFI
Data as on 31-3-2024
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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
18-12-2017
s & p bse 500 tri
open
daily
daily