Motilal Oswal AMC Logo

Motilal Oswal AMC Logo

MOTILAL OSWAL Focused Midcap Strategy PMS

KEY PORTFOLIO ATTRIBUTES #

Year of Inception 24-Dec-2019
Number of Stocks 21
Alpha (1Y) 9.26%
Beta (1Y) 0.76

About MOTILAL OSWAL Asset Management

Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL). Lead by one of the most well-known investors in India Mr. Raamdeo Agrawal, Motilal Oswal AMC is almost synonymous with philosophy based investing – its flagship philosophy “Quality Growth Longevity and Price” ( QGLP ) and “Buy Right and Sit Tight” which have popularized well researched investing.

Key People

Raamdeo Agrawal
Raamdeo Agrawal Chairman
Prateek Agrawal
Prateek Agrawal Executive Director
Manish Sonthalia
Manish Sonthalia Executive Director & CIO

Investment Objective

The investment objective of Motilal Oswal Focused Midcap Strategy is to 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.

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.

Investment Philosophy

Motilal Oswal Focused Midcap Strategy is a midcap-oriented PMS Strategy seeking to primarily invest in stocks ranked 101-400 as per market capitalizationThe 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.

For Motilal Oswal Focused Midcap Strategy, majority of weights for investments to be drawn from stocks in 101st to 400th companies in terms of full market capitalization. Minority weights for investment might also be drawn from stocks beyond number 400 and from top 100 companies in terms of full market capitalization. As far as possible Companies will be drawn from a mix of sectors representing changing nature of society and economics in India.

It aims to invest bottom-up by identifying high quality companies, having superior growth and sustainable competitive advantage

Awards & Achievements - Across Motilal Oswal PMSs & AIFs

• In 2021, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #1 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Motilal India Rising India Fund, a Long Only Cat III AIF, was awarded the winner in the Best Long Only Cat III AIF, on 2Y Absolute Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Motilal Oswal AMC Mid to Mega0.08%5.18%21.51%68.03%17.46%20.45%27.34%
BSE 500 TRI0.86%4.49%17.40%40.16%17.82%19.28%19.76%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ONE 97 COMMUNICATIONS LTD 7.20
BSE Limited 5.90
Tvs Motor Ltd 5.90
Global Health Limited 5.60
KALYAN JEWELLERS INDIA LTD 5.40
IDFC FIRST BANK LIMITED 5.40
APL APOLLO TUBES LTD 5.10
POLYCAB INDIA LTD 4.80
ITC Ltd. 4.70
ANGEL ONE LTD 4.70

Sector Allocation


Holding %
Industrial Products 14.00
Banks 11.30
Insurance 9.40
IT - Software 7.50
Automobiles 6.90
Aerospace & Defense 5.80
Capital Markets 5.40
Agricultural Food & other Products 5.00
Fertilizers & Agrochemicals 4.60
Consumer Durables 4.30

Market Cap Allocation


Allocations %
Large Cap 18.80
Mid Cap 42.70
Small Cap 38.50
Cash 0.00

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 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Dec 23.


Do Not Simply Invest, Make Informed Decisions

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