Motilal Oswal Business Opportunity Portfolio

The Strategy aims to acheive long term capital appriciation by primarily invsting in equity & equity related accrosmarket capitalization.

Strategy Construct

Investment Horizon:

Medium to Long Term (3 Years +)

Allocations - Market Capitalisation

Not more than 12% in a single stock

Number of Stocks:

20-25 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 31-07-2022

*Since inception, Motilal Oswal Business Opportunity Portfolio has delivered a CAGR of 9.44741% vs. Nifty 500 TRI returns of 11.7518%

Outperformance of -2.30% (CAGR)

*Strategy Inception Date: 18-12-2017. .

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 31-7-2022

Fund Manager

Manish Sonthalia

(PMS)

Mr. Manish Sonthalia is theAssociate Directorand Head Equity for PMS.He has equity research!@! fund management and equity sales experience since 1992.He has been Vice President Equity Research at Motilal Oswal Securities Ltd. He is the fund Manager with PMS since 2006.

Other funds managed by him

  • Motilal Oswal Next Trillion Dollar Opportunity
  • Motilal Oswal India Opportunity Portfolio V2 Strategy
  • Motilal Oswal India Opportunity Portfolio Strategy

Atul Mehra

()

Mr. Mehra, has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottes ville, Virginia, USA and has specialization in Finance, through BAF (Bachelor of commerce in accounting and finance) from HR College, Mumbai and Post-graduation in Commerce through M.COM (Masters in Commerce, Accountancy)from Mumbai University. He has over 10 years of work experience in the area of Research with last 5 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Mr. Mehra is passionate about investing, he rigorously engages in ‘Scuttlebutt method to investing’, while undertaking due diligence on investment ideas.

Strategy Details

Strategy Type:

open ended

Date of inception

18-12-2017

Benchmark

nifty 500 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.