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Strategy Construct
Investment Horizon:
Medium to Long Term (3 Years +)
Allocations - Market Capitalisation
Large Caps: 19 % Mid Caps: 43 % Small Caps: 37 %
Number of Stocks:
24 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
Performance
Data as on 30-11-2024
*Since inception, Motilal Oswal Business Opportunity Portfolio has delivered a CAGR of 21.0371% vs. BSE 500 TRI returns of 22.3844%
Outperformance of -1.35% (CAGR)
*Strategy Inception Date: 18-12-2017. .
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 30-11-2024
Fund Manager
Abhishek Anand
(PMS)
Abhishek has over 20 years of experience in equities with more than 10 years of Fund Management experience. He has worked with organisations like CMIE, SBI Capital Markets Limited, Dun & Bradstreet. In his last stint with Centrum he worked as Portfolio Manager and generated strong performance. He is Certified Treasury Manager and completed his Masters in Management Studies from Mumbai Universities.
Other funds managed by him
- Motilal Oswal Value Migration Strategy
- Motilal Oswal Founders Portfolio
Strategy Details
Strategy Type:
open ended
Date of inception
18-12-2017
Benchmark
bse 500 tri
Subscription
open
Redemption
daily
Valuation Point
daily
Motilal Oswal Asset Management Company
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