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Strategy Construct
Investment Horizon:
Medium to Long Term (3 Years +)
Allocations - Market Capitalisation
Large Caps: 30.5 % Mid Caps: 38.7 % Small Caps: 29.8 %
Number of Stocks:
32 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 31-03-2025
*Since inception, Motilal Oswal Next Trillion Dollar Opportunity has delivered a CAGR of 14.3% vs. BSE 500 TRI returns of 17.6%
Outperformance of -3.30% (CAGR)
*Strategy Inception Date: 03-08-2007. .
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-3-2025
Fund Manager
Vaibhav Agrawal
(CIO & Fund Manager - PMS & AIF (Alternates))
Mr. Vaibhav Agrawal is currently managing approx 10000 Crs AUM at Motilal Oswal Asset Management Co. Ltd. across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst in CRISIL and investment analyst in Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Other funds managed by him
- Motilal Oswal Value Migration Strategy
- Motilal Oswal Founders Portfolio
- Motilal Oswal India Growth Fund
Strategy Details
Strategy Type:
open ended
Date of inception
03-08-2007
Benchmark
bse 500 tri
Subscription
open
Redemption
daily
Valuation Point
daily
Motilal Oswal Asset Management Company
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PMS
Tools & Services
Contact your Financial Advisor to know more about the scheme. PMS is made via private placement only. Investment in securities are subject to market and other risks. Achievement of stated objectives are also subject to market risk. The scheme does not guarantee either of the above. Please read the Private Placement Memorandum carefully before investing.