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) - 11.839Motilal Oswal Dynamic Fund (Div-Q) - 11.6771Motilal Oswal Dynamic Fund (G) - 12.5859Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.3054Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8565Motilal Oswal Dynamic Fund-Dir (G) - 12.9963Motilal Oswal Equity Hybrid Fund - Direct (G) - 11.0068Motilal Oswal Equity Hybrid Fund - Regular (G) - 10.8409Motilal Oswal Focused 25 Fund - Direct (D) - 17.786Motilal Oswal Focused 25 Fund - Direct (G) - 24.1457Motilal Oswal Focused 25 Fund (D) - 16.0432Motilal Oswal Focused 25 Fund (G) - 22.1359Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0135Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0589Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.1278Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 10.4434Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0131Motilal Oswal Liquid Fund - Regular (Div-M) - 10.058Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.1128Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 10.4316Motilal Oswal Long Term Equity Fund (D) - 15.3822Motilal Oswal Long Term Equity Fund (G) - 17.3599Motilal Oswal Long Term Equity Fund -Dir (D) - 16.4704Motilal Oswal Long Term Equity Fund -Dir (G) - 18.4914Motilal Oswal Midcap 30 Fund (D) - 18.1836Motilal Oswal Midcap 30 Fund (G) - 25.3993Motilal Oswal Midcap 30 Fund-Dir (D) - 19.8036Motilal Oswal Midcap 30 Fund-Dir (G) - 27.2257Motilal Oswal Multicap 35 Fund (D) - 22.7694Motilal Oswal Multicap 35 Fund (G) - 25.8445Motilal Oswal Multicap 35 Fund-Dir(D) - 24.1042Motilal Oswal Multicap 35 Fund-Dir(G) - 27.2133Motilal Oswal Nasdaq 100 FOF - Direct (G) - 11.8567Motilal Oswal Nasdaq 100 FOF - Regular (G) - 11.8184Motilal Oswal Nifty 500 Fund - Direct (G) - 10.3354Motilal Oswal Nifty 500 Fund (G) - 10.3327Motilal Oswal Nifty Bank Index Fund - Direct (G) - 10.5946Motilal Oswal Nifty Bank Index Fund (G) - 10.5917Motilal Oswal Nifty Midcap 150 Index Fund (G) - 10.4321Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 10.4349Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 10.3473Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 10.3501Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.2243Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.2416Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.2309Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.3636Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.2346Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.0702Motilal Oswal Ultra Short Term Fund (Div-D) - 9.2277Motilal Oswal Ultra Short Term Fund (Div-F) - 9.2373Motilal Oswal Ultra Short Term Fund (Div-M) - 9.2281Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.3623Motilal Oswal Ultra Short Term Fund (Div-W) - 9.231Motilal Oswal Ultra Short Term Fund (G) - 12.7096

India Opportunity Portfolio Strategy

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India Opportunity Portfolio Strategy 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 market capitalization and which are available at reasonable market prices.

India Opportunity Philosophy
  • Buy Growth Stocks across Market capitalization which have the potential to grow at 1.5 times the nominal GDP for next 5-7 years.
  • BUY & HOLD strategy, leading to low to medium churn thereby enhancing post-tax returns
Performance
Since Inception India Opportunity Portfolio Strategy has delivered a CAGR of 12.66% vs. Nifty Smallcap 100 returns of 7.23%, an outperformance of 5.43% (CAGR).

* Strategy Inception Date: 11/02/2010.

Please Note: The Above strategy returns are of a Model Client as on 31-Dec-2018. Returns of individual clients may differ depending on time of entry in the Strategy. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns below 1 year are absolute and above 1 year are annualized. Strategy returns shown above are post fees & expenses.

The chart below illustrates Rs.1 crore invested in India Opportunity Portfolio Strategy in February 2010 is worth Rs. 2.88 crores as on 31-Dec-2018. For the same period Rs. 1 crore invested in Nifty Smallcap 100 is now worth Rs. 1.86 crores

* Strategy Inception Date: 11/02/2010.

Please Note: The Above strategy returns are of a Model Client as on 31-Dec-2018. Returns of individual clients may differ depending on time of entry in the strategy. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Strategy returns shown above are post fees & expenses.

Strategy Construct

Investment Horizon:

Long Term (3 Years +)

For Whom :

Investors who like to invest with a Long-term wealth creation view.

Number of Stocks :

Around 25 stocks for a portfolio

Scrip Allocation :

Not more than 12% in a single stock

Sector Allocation Limit

35% in a sector

Strategy Details

Strategy type : Open ended

Date of Inception : 11th February 2010

Benchmark : Nifty Smallcap 100 

Subscription : Closed

Redemption: Daily

Valuation Point: Daily

Fund Manager: Mr. Manish Sonthalia

About the Fund Manager: Mr. Manish Sonthalia is the Associate Director and Head–Equity for PMS. He has equity research, fund management and equity sales experience since 1992. He has been Vice President – Equity Research at Motilal Oswal Securities Ltd. He is the fund Manager with PMS since 2006.

About the Associate Fund Manager:  Mr Atul Mehra has over 10 years of experience as an investment professional. He has been with Motilal Oswal for more than 5 years and prior to that he was with Edelweiss Capital for 5 years. He did his graduation in BAF (Bachelor of commerce in accounting and finance) from HR College, Mumbai and post-graduation in commerce through MCOM (Masters in Commerce, Accountancy) from Mumbai University. He is a CFA Charterholder from CFA Institute, Charlottesville, Virginia, USA. 

Portfolio

Data as on 31-Jul-2019

Risk Analysis

The  strategy has outperformed the benchmark with a lower level of volatility and has managed to deliver strong returns while offering defensive characteristics, reducing losses during periods of market downturn but participating in the upside.

5 Years Data Portfolio Benchmark*
Beta 0.53 1.00
R2 50.84 100.00
Up Capture Ratio 72.68 100.00
Down Capture Ratio 51.07 100.00
Sharpe Ratio 0.91 0.62
Standard Deviation 18.11 24.26

Source: Motilal Oswal AMC/Morningstar Direct, Data as on 31/12/2018, returns annualized using model strategy. 

* Nifty Smallcap 100

©2012 Morningstar, Inc. All rights reserved. The data and analysis provided herein do not constitute investment advice offered by Morningstar and are provided only for informational purposes. It should not be construed as an offer or the solicitation of an offer, to buy or sell securities. Morningstar is not responsible for any error or omission in the data. Past performance may or may not be sustained in future.

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