Strategy Construct
Investment Horizon:
Medium to Long Term (3 Years +)
Allocations - Market Capitalisation
Large Caps : 65 % - 100% | Mid Caps: 0% - 35%
Number of Stocks:
Around 20 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 31-07-2022
*Since inception, Motilal Oswal Value Strategy has delivered a CAGR of 19.206% vs. Nifty 50 TRI returns of 16.9847%
Outperformance of 2.22% (CAGR)
*Strategy Inception Date: 18-02-2003. NA
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-7-2022
Fund Manager
Shrey Loonker
(PMS)
Mr. Shrey Loonker has joined as the Sr. Vice President as Fund Manager for Value PMS. Shrey brings with him over 13 years of overall experience. Prior to Motilal, he was working with Ernst & Young Pvt Ltd in Global Taxation Advisory Services and Reliance AMC - Mumbai (11 years) as Fund Manager Reliance Banking Fund. Shrey has completed his Chartered Accountancy in 2005 from ICAI Mumbai & CFA in 2009 from CFA Institute USA
Strategy Details
Strategy Type:
open ended
Date of inception
18-02-2003
Benchmark
nifty 50 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.