Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
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Motilal Oswal Dynamic Fund (Div-A) - 10.6871Motilal Oswal Dynamic Fund (Div-Q) - 10.4984Motilal Oswal Dynamic Fund (G) - 11.3614Motilal Oswal Dynamic Fund-Dir (Div-A) - 10.8441Motilal Oswal Dynamic Fund-Dir (Div-Q) - 10.4758Motilal Oswal Dynamic Fund-Dir (G) - 11.8131Motilal Oswal Equity Hybrid Fund - Direct (G) - 10.0372Motilal Oswal Equity Hybrid Fund - Regular (G) - 9.7978Motilal Oswal Focused 25 Fund - Direct (D) - 14.3528Motilal Oswal Focused 25 Fund - Direct (G) - 20.908Motilal Oswal Focused 25 Fund (D) - 13.1183Motilal Oswal Focused 25 Fund (G) - 19.0383Motilal Oswal Large and Midcap Fund - Dir (D) - 8.0442Motilal Oswal Large and Midcap Fund - Dir (G) - 8.0442Motilal Oswal Large and Midcap Fund (D) - 7.9785Motilal Oswal Large and Midcap Fund (G) - 7.9785Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.015Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0407Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.014Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0105Motilal Oswal Liquid Fund - Direct (G) - 10.71Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0143Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0401Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.3654Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0175Motilal Oswal Liquid Fund - Regular (G) - 10.6891Motilal Oswal Long Term Equity Fund (D) - 12.1765Motilal Oswal Long Term Equity Fund (G) - 13.742Motilal Oswal Long Term Equity Fund -Dir (D) - 13.1303Motilal Oswal Long Term Equity Fund -Dir (G) - 14.7416Motilal Oswal Midcap 30 Fund (D) - 13.6548Motilal Oswal Midcap 30 Fund (G) - 19.1141Motilal Oswal Midcap 30 Fund-Dir (D) - 13.9469Motilal Oswal Midcap 30 Fund-Dir (G) - 20.6171Motilal Oswal Multicap 35 Fund (D) - 17.4708Motilal Oswal Multicap 35 Fund (G) - 19.8304Motilal Oswal Multicap 35 Fund-Dir(D) - 17.4527Motilal Oswal Multicap 35 Fund-Dir(G) - 20.9838Motilal Oswal Nasdaq 100 FOF - Direct (G) - 13.128Motilal Oswal Nasdaq 100 FOF - Regular (G) - 13.0569Motilal Oswal Nifty 50 Index Fund - Direct (G) - 7.1988Motilal Oswal Nifty 50 Index Fund (G) - 7.1903Motilal Oswal Nifty 500 Fund - Direct (G) - 8.0927Motilal Oswal Nifty 500 Fund (G) - 8.0618Motilal Oswal Nifty Bank Index Fund - Direct (G) - 6.9435Motilal Oswal Nifty Bank Index Fund (G) - 6.9175Motilal Oswal Nifty Midcap 150 Index Fund (G) - 8.2499Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 8.2813Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 7.8421Motilal Oswal Nifty Next 50 Index Fund (G) - 7.8274Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 7.3975Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 7.4261Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.5092Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.5271Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.5161Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.6528Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.5198Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.4739Motilal Oswal Ultra Short Term Fund (Div-D) - 9.5127Motilal Oswal Ultra Short Term Fund (Div-F) - 9.5226Motilal Oswal Ultra Short Term Fund (Div-M) - 9.5132Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.6515Motilal Oswal Ultra Short Term Fund (Div-W) - 9.5161Motilal Oswal Ultra Short Term Fund (G) - 13.1022

Let performance be a by-product

Blog Blog Details
  • October 18, 2017
  • Mr. Siddharth Bothra|
  • Fund Manager, MF

What is the investment strategy of your fund? (Including internal rules on investment universe, capitalisation orientation and maximum cash allocation)

The investment objective of Motilal Oswal F25 Large Cap fund is to achieve long term capital appreciation by investing in up to 25 companies with long term sustainable competitive advantage and growth potential. We believe in focused, concentrated and bottom up investing. Consequently, we have only 19 stocks in our portfolio, with the top five and top ten stocks accounting for ~45% and 70% of the fund respectively in terms of weight. Furthermore, we are bottom up investors and do not believe in index hugging, as such almost ~65% of our portfolio in term of weightage is away from the benchmark.
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The investment universe for F25 is 1) minimum of 65% or maximum of 100% in Top 100 listed companies in NSE in terms of market capitalization and 2) maximum of 25% in stocks which are within the top 101-150 in terms of market capitalization, there is a provision for cash holding of up to a maximum of 10%. We do not take cash calls and hence typically our cash holdings is in the range of 1-2% of the portfolio.


What are the essential attributes for the stocks to be in your portfolio?

In order to generate long term sustainable wealth for our investors, we apply our QGLP (Quality, Growth, Longevity and Price) process, which effectively captures the key attributes we are looking for in stocks. These are 1) Quality Business and Management: Business (Moated business, healthy return ratios, favourable industry structure, industry leadership, low leverage) and Quality management (honesty, competence, rational capital allocation, growth mind set, shareholder friendly); 2) Growth: high intrinsic & profitable growth, large opportunity size, multiple growth levers, gaining market share; 3) Longevity: Extended competitive advantage and growth visibility and 4) Price: available at a discount to perceived value. We have an internal check list which effectively helps us in evaluating a company.


What kind of stocks never enter your portfolio?

I would say any company, which we feel do not meet our QGLP process would not enter our portfolio. Nonetheless, the reason our QGLP investment process has Q , which stands for quality of business and quality of management, right in front is that we give it maximum importance. Hence, I could say we are most sensitive about evaluating the quality business and quality of management in a company.

What will you attribute the relatively consistent performance of your fund in recent years?

I would attribute our consistent performance to our philosophy and process. Most of the fatal mistakes in the market are made when one tries to chase performance. Our philosophy allows us to remain focused on fine tuning and enhancing our process at all times and let performance be a by-product.
Any tactical miss you regret (not having, or not having enough or holding something) in your portfolio?
Frankly like any other investor there have been quite a few misses which I have had, whether it be in terms of identifying a stock, implementing (buying) or allocating (weightage). If I were to name one in recent times it would be Bajaj Finserv.

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