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MOTILAL OSWAL Business Opportunities (BOP)


Key Portfolio Attributes

Mr. Raamdeo Agrawal
Mr. Navin Agarwal

Inception Date: 16 Jan 2018

Number of Stocks: 22-25

Chariman: Raamdeo Agrawal

MD & CEO: Navin Agarwal

Portfolio Manager’s Name: Manish Sonthalia

Portfolio Manager’s Experience: Total Exp – 22 Years, With Motilal – 11 Years

Portfolio Manager’s Qualification: Bachelor Degree in Commerce (Hons), ICWAI, CS, MBA Finance, FCA

Portfolio Manager’s Qualification: He has authored a paper A Rising Consumer Class on Indian markets, published by the Global World Economic Forum in the year 2010.

Investment Objective

The investment objective of the Strategy is to achieve long term capital appreciation by primarily investing in equity & equity related across market capitalization.

Portfolio Strategy

• The PMS Strategy invests in a high conviction concentrated portfolio of minimum 20 stocks
• The portfolio is based on in-depth research leading to bottom-up stock picking with a view of equities from 3 – 4 years perspective
• High Conviction portfolio which invests across market capitalization and will primarily focus on
1. Consumer Discretionary – Beneficiary of Doubling of per Capita GDP
2. Private Banks and NBFC – Play on Value Migration from Public sector to Private sector
3. Agriculture – A Play on Rising Rural Income
4. Affordable housing – Governments Focus on Housing for All by 2022
5. GST Beneficiaries – Business Migration from Unorganized to Organized

Investment Philosophy

Investment philosophy is centered on 'Buy Right: Sit Tight‘ principle.

Q-G-L-P Demystified

Why ‘Buy Right : Sit Tight’ is significant?

• Real wealth is created by riding out bulk of the growth curve of quality companies and not by trading in and out in response to buy, sell and hold recommendations.

• This philosophy enables investor and manager alike to keep focus on the businesses they are holding rather than get distracted by movements in share prices

• An approach of buying high quality stocks and holding them for a long term wealth creation motive, results in drastic reduction of costs for the end investor.

• While BUY RIGHT is largely the role of the portfolio manager, SIT TIGHT calls for involvement from the portfolio manager as well as investor. This brings in greater accountability from the manager and at the same time calls for better involvement and understanding from investor resulting in better education for the latter.

• Long term multiplication of wealth is obtained only by holding on to the winners and deserting the losers.

Wealth Creators – Buy and Hold strategy

• BUY & HOLD strategy, leading low churn, lower costs and enhanced returns

• A business is prudently picked for investment after a thorough study of its underlying hidden long-term potential.

• “We don’t get paid for activity, just for being right. As to how long we’ll wait, we’ll wait indefinitely.” -Warren Buffett




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-0.5%-2.2%-5.5%2.2%25.6%11.5%8.8%
Nifty 500 TRI-4.2%-1.0%-3.0%8.1%35.9%14.2%11.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Ltd. 10.67
MAX Financial Services Ltd. 7.38
HDFC Bank Ltd. 6.27
SBI CARDS AND PAYMENT SERVICES LTD 5.71
Larsen & Toubro Ltd. 5.53
SBI LIFE INSURANCE COMPANY LTD 4.25
H C L Technologies Limited 4.01
Maruti Suzuki India Ltd. 3.91
HOME FIRST FINANCE COMPANY INDIA LTD 3.80
Dr. Reddy's Laboratories Ltd. 3.68
Top 10 Equity Holdings 55.21

Sector Allocation


Holding %
Cement & Cement Products 0.85
Pharmaceuticals & Biotechnology 1.20
Power 1.47
Gas 1.56
Construction 2.02
Cash & Cash Equivalents 2.05
Realty 6.95
Consumer Durables 9.10
Automobiles 10.35
IT - Software 12.67
Insurance 17.88
Banks 33.90

Market Cap Allocation


Allocations %
Large Cap 66.1
Mid Cap 15.8
Small Cap 16.1
Cash 2.1


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.




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Do Not Simply Invest, Make Informed Decisions