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MOTILAL OSWAL Focused Midcap Strategy PMS


Key Portfolio Attributes

Mr. Raamdeo Agrawal
Mr. Navin Agarwal

Inception Date: 24 Dec 2019

Number of Stocks: 18

Chariman: Raamdeo Agrawal

MD & CEO: Navin Agarwal

Portfolio Manager’s Name: Mr. Rakesh Tarway

Portfolio Manager’s Qualification: Bachelor of Science in Chemistry from Institute Of Science - Banaras Hindu University

Portfolio Manager’s Experience: Mr. Tarway has 17 years of experience in equity markets as Analyst and Head of Research. Prior to joining, Motilal Oswal Asset Management Company Limited, he had worked as Head of Research for Reliance Securities Limited.

Investment Objective

Invest in quality businesses that are central to India growth story. Identify and participate in growth of these businesses over medium to long term. Practice Value Investing while making investment decisions.

Investment Philosophy

Midcap-oriented PMS Strategy seeking to primarily invest in stocks ranked 101-400 as per market capitalization. The Strategy aims to deliver superior returns by investing in stocks of India’s emerging businesses. It aims to predominantly invest in midcap stocks that can benefit from growth in earnings and re-rating of businesses. It aims to invest bottom-up by identifying high quality companies, having superior growth and sustainable competitive advantage




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-4.00%-1.50%3.40%-21.40%8.70%19.50%
Nifty Mid-smallcap 400 TRI-1.70%2.40%18.60%1.90%24.70%25.60%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Tvs Motor Ltd 6.90
IDFC FIRST BANK LIMITED 6.10
ANGEL ONE LTD 5.40
TATA CONSUMER PRODUCTS LTD 5.00
ASTEC LIFESCIENCES LTD 4.60
APL APOLLO TUBES LTD 4.30
AMBER ENTERPRISES INDIA LTD 4.30
STAR HEALTH & ALLIED INSURANCE COMPANY LTD 3.90
POLYCAB INDIA LTD 3.90
Global Health Limited 3.70
Top 10 Equity Holdings 47.96

Sector Allocation


Holding %
Banks 1.08
IT - Services 2.72
Beverages 3.12
Telecom - Services 3.25
Agricultural Food & other Products 3.84
Insurance 5.60
Consumer Durables 5.78
Fertilizers & Agrochemicals 6.40
IT - Software 7.70
Capital Markets 8.17
Pharmaceuticals & Biotechnology 10.05
Industrial Products 18.80
Cash & Cash Equivalents 23.49

Market Cap Allocation


Allocations %
Large Cap 14.00
Mid Cap 32.50
Small Cap 43.50
Cash 10.00


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 Dec 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 Sep 22.




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Do Not Simply Invest, Make Informed Decisions