Strategy Construct
Investment Horizon:
Medium to Long Term (3 Years +)
Allocations - Market Capitalisation
Large Caps: 19 % Mid Caps: 43 % Small Caps: 36 %
Number of Stocks:
Around 24 stocks
For Whom
Investors who like to invest with a Long-term wealth creation view.
Scrip Allocation:
Not more than 10% in a stock at the time of ideation
Sector Allocation Limit
35% in a sector
Investment Philosophy
Focus on Return on Net Worth
Companies which are likely to earn 20-25 % on its net worth going forward.
Balance between growth and value
QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price
Focused Strategy Construct
The strategy should not consist of more than 20-25 stocks
Margin of safety
To purchase a piece of great business at a fraction of its true value.
Bottom Up Approach
To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.
Long-term investment View
Strongly believe that ŇMoney is made by investing for the long term
Performance
Data as on 31-10-2024
*Since inception, Motilal Oswal Value Migration Strategy has delivered a CAGR of 17.1016% vs. BSE 500 TRI returns of 16.4247%
Outperformance of 0.68% (CAGR)
*Strategy Inception Date: 18-02-2003. NA
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-10-2024
Fund Manager
Abhishek Anand
(PMS)
Abhishek has over 20 years of experience in equities with more than 10 years of Fund Management experience. He has worked with organisations like CMIE, SBI Capital Markets Limited, Dun & Bradstreet. In his last stint with Centrum he worked as Portfolio Manager and generated strong performance. He is Certified Treasury Manager and completed his Masters in Management Studies from Mumbai Universities.
Other funds managed by him
- Motilal Oswal Business Opportunity Portfolio
- Motilal Oswal Founders Portfolio
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 Next Trillion Dollar Opportunity
- Motilal Oswal Founders Portfolio
- Motilal Oswal India Growth Fund
Strategy Details
Strategy Type:
open ended
Date of inception
18-02-2003
Benchmark
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.