Medium to Long Term (3 Years +)
The portfolio currently have investment across market capitalization. It is a Multicap Strategy that aims to predominantly invest in Large and Mid Cap Stocks at the time of initial ideation and investment made as per the model portfolio of the strategy.
20-25 stocks for a portfolio
Investors who like to invest with a Long-term wealth creation view.
Not more than 10% in a single stock at the time of new ideation
35 % or as per benchmark
Data as on 31-07-2022
*Since inception, Motilal Oswal Next Trillion Dollar Opportunity has delivered a CAGR of 14.9581% vs. Nifty 500 TRI returns of 10.9227%
Outperformance of 4.04% (CAGR)
*Strategy Inception Date: 03-08-2007. .
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.
nifty 500 tri