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Motilal Oswal IOP2 PMS


Key Portfolio Attributes

Mr. Raamdeo Agrawal
Mr. Navin Agarwal

Inception Date: 05th February, 2018

Chariman: Raamdeo Agrawal

MD & CEO: Navin Agarwal

Portfolio Manager’s Name: Mr. Manish Sonthalia

Portfolio Manager’s Experience: 22 years total. 11 years with Motilal Oswal AMC.

Portfolio Manager’s Qualification: MBA in Finance, FCA, Company Secretaryship (CS) and Cost & Works Accountancy (CWA).

Investment Objective

The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across and which are available at reasonable market prices.

Portfolio Strategy

Buy Right & Sit Tight/Predominantly to invest in small & Mid Cap with focus on potential winners. Focus on sectors & Companies which promise a higher-than-average Growth by focusing on QGLP (Quality, Growth, Longevity, and Price).




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-3.7%-5.6%-6.2%10.7%46.8%17.4%--7.7%
Nifty SmallCap 100 TRI-1.6%-8.3%-9.7%11.3%58.0%15.7%--3.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Can Fin Homes Limited 6.22
VIP Industries Limited 5.84
Birla Corporation Limited 5.54
Kajaria Ceramics Limited 5.36
Angel One Ltd. 5.13
Central Depository Services (India) Limited 5.11
Gland Pharma Limited 4.84
Persistent Systems Ltd. 4.70
Mastek Ltd. 4.37
Blue Star Limited 3.95
SBI Life Insurance Company Ltd. 3.90
Birlasoft Ltd. 3.80
ICICI Securities Limited 3.57
Century Plyboards (India) Limited 3.47
Max Financial Services Limited 3.34
Supriya Lifescience LTD 3.13
Ipca Laboratories Limited 3.09
Clean Science and Technology Limited 2.56
Globus Spirits Ltd. 2.56
KEI Industries Limited 2.56
Amber Enterprises India Ltd. 2.32
Prince Pipes and Fittings Limited 2.03
Greaves Cotton Limited 1.96
Blue Dart Express Limited 1.88
Top 24 Equity Holdings 100.00

Sector Allocation


Holding %
Construction Project 1.08
Consumer Staples 1.31
Transportation 1.60
Pesticides 2.58
Chemicals 3.32
Industrial Products 3.48
Commercial Services 4.17
NBFC 5.62
Cement 6.34
Auto & Auto Ancillaries 7.87
Construction 8.90
Oil & Gas 12.02
Pharmaceuticals 12.24
Consumer Discretionary 14.00
Non-Lending Financials 15.65

Market Cap Allocation


Allocations %
Large Cap 8.9
Mid Cap 18.8
Small Cap 60.3
Cash 12.0

Disclaimer

#Returns as of 30 Apr 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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