Long Term (3 Years +)
Around 25 stocks for a portfolio
Investors who like to invest with a Long-term wealth creation view.
Not more than 12% in a single stock
35% in a sector
Data as on 31-07-2022
*Since inception, Motilal Oswal India Opportunity Portfolio Strategy has delivered a CAGR of 7.6901% vs. Nifty SmallCap 100 TRI returns of 6.02442%
Outperformance of 1.67% (CAGR)
*Strategy Inception Date: 15-02-2010. NA
Industry Classification as recommended by AMFI
Data as on 31-7-2022
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.
Mr. Tarway has 17 years of experience in equity markets as Analyst and Head of Research. He has worked with Motilal Oswal Securities Limited as Analyst and Head of Retail Products. Prior to joining, Motilal Oswal Asset Management Company Limited, he had worked as Head Of Research for Reliance Securities Limited.
nifty smallcap 100 tri