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 30-09-2023
*Since inception, Motilal Oswal India Opportunity Portfolio V2 Strategy has delivered a CAGR of 8.47% vs. S & P BSE 500 TRI returns of 13%
Outperformance of -4.53% (CAGR)
*Strategy Inception Date: 05-02-2018. NA
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 30-11-2023
Fund Manager
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 Mid to Mega Strategy
- Motilal Oswal India Opportunity Portfolio Strategy
Strategy Details
Strategy Type:
open ended
Date of inception
05-02-2018
Benchmark
S & P BSE 500 TRI
Subscription
open
Redemption
daily
Valuation Point
daily
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Investment in securities is subject to market and other risks, and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. Please read Disclosure document carefully.