Motilal Oswal India Opportunity Portfolio Strategy

The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across market capitalization and which are available at reasonable market prices.

Strategy Construct

Investment Horizon:

Long Term (3 Years +)

Number of Stocks:

Around 25 stocks for a portfolio

For Whom

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

Scrip Allocation:

Not more than 12% in a single stock

Sector Allocation Limit

35% in a sector

Performance

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

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 Business Opportunity Portfolio

Rakesh Tarway

()

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.

Other funds managed by him

  • Motilal Oswal Focused Midcap Strategy

Strategy Details

Strategy Type:

open ended

Date of inception

15-02-2010

Benchmark

nifty smallcap 100 tri

Subscription

closed

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.