Motilal Oswal AMC Logo

MOTILAL OSWAL India Opportunity (IOP) PMS


Key Portfolio Attributes

Mr. Raamdeo Agrawal
Mr. Navin Agarwal

Inception Date: 5 Feb 2018

Number of Stocks: 20-25

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

Aims to deliver superior returns by investing in stocks from sectors that can benefit from India’s emerging businesses, predominantly invest in Small and Midcap stocks with a focus on identifying potential winners.

Investment Philosophy

Investment philosophy is centered on BUY RIGHT: SIT TIGHT principle.

• Buy Right is represented by – (QLGP)
“Q” denotes the quality of the business and management
“G” denotes growth in earnings and sustained RoE
“L” denotes longevity of the competitive advantage or economic moat of the business
“P” denotes our approach of buying a good business for a fair price rather than buying a fair business for a good price

 

• Sit Tight
Buy and Hold: Strictly buy and hold and believe that picking the right business needs skill and holding onto these businesses to enable investors to benefit from the entire growth cycle needs even more skill.
Focus: High conviction portfolios with 25 to 30 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns and add market risk.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-11.1%-9.4%-15.4%-7.0%28.4%3.3%-1.2%10.1%7.8%
Nifty SmallCap 100 TRI-11.1%-6.9%-17.0%-8.3%50.7%11.2%1.6%10.5%6.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
KAJARIA CERAMICS LTD 5.56
CENTRAL DEPOSITORY SERVICES (INDIA) LTD 5.43
GLAND PHARMA LTD 4.96
Vip Industries Ltd 4.95
Blue Star Ltd 4.83
Birla Corporation Ltd 4.77
ANGEL ONE LTD 4.47
MASTEK LTD 4.34
PERSISTENT SYSTEMS LTD 4.28
KEI INDUSTRIES LTD 4.06
Top 10 Equity Holdings 47.65

Sector Allocation


Holding %
Transport Services 2.33
Chemicals & Petrochemicals 2.53
Telecom - Services 2.56
Beverages 2.79
Finance 3.28
Cement & Cement Products 4.77
Insurance 6.45
Pharmaceuticals & Biotechnology 7.61
Capital Markets 9.90
Industrial Products 9.99
IT - Software 12.59
Cash & Cash Equivalents 12.87
Consumer Durables 22.33

Market Cap Allocation


Allocations %
Large Cap 7.4
Mid Cap 18.5
Small Cap 61.3
Cash 12.9


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




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.




Related Investments

Do Not Simply Invest, Make Informed Decisions