Medium to Long Term (3 Years +)
Large Caps: 19 % Mid Caps: 43 % Small Caps: 36 %
Around 24 stocks
Investors who like to invest with a Long-term wealth creation view.
Not more than 10% in a stock at the time of ideation
35% in a sector
Companies which are likely to earn 20-25 % on its net worth going forward.
QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price
The strategy should not consist of more than 20-25 stocks
To purchase a piece of great business at a fraction of its true value.
To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.
Strongly believe that ŇMoney is made by investing for the long term
Data as on 31-12-2024
*Since inception, Motilal Oswal Value Migration Strategy has delivered a CAGR of 15.65% vs. BSE 500 TRI returns of 14.8%
Outperformance of 0.85% (CAGR)
*Strategy Inception Date: 18-02-2003. NA
Industry Classification as recommended by AMFI
Data as on 28-2-2025
(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.
(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.
(PMS)
Dhaval has over 14 years of experience in equity research and portfolio management. Prior to joining Motilal Oswal Asset Management, Dhaval was working with Aditya Birla SunLife AMC as Portfolio Manager, where he used to manage assets over $450mn and has delivered stellar performance across investment cycles. Prior to Aditya Birla SunLife AMC, he has worked with ASK Investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is a MBA from Narsee Monjee Institute of Management Studies, Mumbai and has done his Bachelor of Engineering from D.J Sanghvi College of Engineering, Mumbai.
open ended
18-02-2003
bse 500 tri
open
daily
daily