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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-3.70%-2.30%4.60%-20.50%6.60%13.80%3.40%
Nifty SmallCap 100 TRI-2.70%1.90%13.50%-17.60%11.90%16.70%1.30%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
IDFC FIRST BANK LIMITED 6.20
Birla Corporation Ltd 5.60
KEI INDUSTRIES LTD 5.20
Vip Industries Ltd 4.90
Tvs Motor Ltd 4.80
ANGEL ONE LTD 4.60
CENTRAL DEPOSITORY SERVICES (INDIA) LTD 4.50
Global Health Limited 4.20
APL APOLLO TUBES LTD 3.80
PERSISTENT SYSTEMS LTD 3.70
Top 10 Equity Holdings 47.35

Sector Allocation


Holding %
Transport Services 2.40
Telecom - Services 2.54
Chemicals & Petrochemicals 2.63
Beverages 2.76
Finance 3.13
Cement & Cement Products 5.34
Insurance 6.53
Pharmaceuticals & Biotechnology 7.60
Capital Markets 9.93
Industrial Products 9.97
IT - Software 12.67
Cash & Cash Equivalents 12.69
Consumer Durables 21.81

Market Cap Allocation


Allocations %
Large Cap 8.20
Mid Cap 30.60
Small Cap 55.80
Cash 5.40


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