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) - 12.6207Motilal Oswal Dynamic Fund (Div-Q) - 11.8219Motilal Oswal Dynamic Fund (G) - 13.4169Motilal Oswal Dynamic Fund-Dir (Div-A) - 12.8635Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.7794Motilal Oswal Dynamic Fund-Dir (G) - 14.0127Motilal Oswal Equity Hybrid Fund - Direct (G) - 11.7221Motilal Oswal Equity Hybrid Fund - Regular (G) - 11.3746Motilal Oswal Focused 25 Fund - Direct (D) - 17.3657Motilal Oswal Focused 25 Fund - Direct (G) - 25.2969Motilal Oswal Focused 25 Fund (D) - 15.8019Motilal Oswal Focused 25 Fund (G) - 22.9329Motilal Oswal Large and Midcap Fund - Dir (D) - 9.6211Motilal Oswal Large and Midcap Fund - Dir (G) - 9.6211Motilal Oswal Large and Midcap Fund (D) - 9.4864Motilal Oswal Large and Midcap Fund (G) - 9.4864Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0141Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0346Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0369Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0104Motilal Oswal Liquid Fund - Direct (G) - 10.8271Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0134Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0344Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0321Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0173Motilal Oswal Liquid Fund - Regular (G) - 10.8007Motilal Oswal Long Term Equity Fund (D) - 14.3895Motilal Oswal Long Term Equity Fund (G) - 16.2396Motilal Oswal Long Term Equity Fund -Dir (D) - 15.5877Motilal Oswal Long Term Equity Fund -Dir (G) - 17.5004Motilal Oswal Midcap 30 Fund (D) - 16.6533Motilal Oswal Midcap 30 Fund (G) - 23.3113Motilal Oswal Midcap 30 Fund-Dir (D) - 17.0742Motilal Oswal Midcap 30 Fund-Dir (G) - 25.24Motilal Oswal Multicap 35 Fund (D) - 22.2765Motilal Oswal Multicap 35 Fund (G) - 25.2852Motilal Oswal Multicap 35 Fund-Dir(D) - 22.3269Motilal Oswal Multicap 35 Fund-Dir(G) - 26.8441Motilal Oswal Nasdaq 100 FOF - Direct (G) - 17.573Motilal Oswal Nasdaq 100 FOF - Regular (G) - 17.455Motilal Oswal Nifty 50 Index Fund - Direct (G) - 9.1508Motilal Oswal Nifty 50 Index Fund (G) - 9.128Motilal Oswal Nifty 500 Fund - Direct (G) - 10.2529Motilal Oswal Nifty 500 Fund (G) - 10.1921Motilal Oswal Nifty Bank Index Fund - Direct (G) - 7.8468Motilal Oswal Nifty Bank Index Fund (G) - 7.8008Motilal Oswal Nifty Midcap 150 Index Fund (G) - 10.5744Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 10.6373Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 9.5102Motilal Oswal Nifty Next 50 Index Fund (G) - 9.4723Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 9.9739Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 10.0337Motilal Oswal S&P 500 Index Fund - Direct (G) - 11.2207Motilal Oswal S&P 500 Index Fund (G) - 11.1992Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.6402Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.6583Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.6471Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.7858Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.6509Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.6594Motilal Oswal Ultra Short Term Fund (Div-D) - 9.6437Motilal Oswal Ultra Short Term Fund (Div-F) - 9.654Motilal Oswal Ultra Short Term Fund (Div-M) - 9.6442Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.7844Motilal Oswal Ultra Short Term Fund (Div-W) - 9.6471Motilal Oswal Ultra Short Term Fund (G) - 13.2826

India Opportunity Portfolio Strategy V2

Home Products India Opportunity Portfolio Strategy V2
India Opportunity Portfolio Strategy Objective

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from India's emerging businesses. it aims to predominantly invest in Small and Midcap stocks with a focus on identifying potential winners. Focus on sectors and companies which promise a higher than average growth.

India Opportunity Philosophy
  • Focus on Sectors and Companies which promise a higher than average growth with concentration on emerging themes 
  • BUY & HOLD strategy, leading to low to medium churn thereby enhancing post-tax returns
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 : 5th February 2018

Benchmark : Nifty Smallcap 100 Index

Subscription :Daily

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 Charter holder from CFA Institute, Charlottes ville, Virginia, USA. 

Standard Deviation(%): 17.38

Beta*: 0.77

*Against the benchmark Nifty Small cap 100 Index

Data as on 31-Aug-2018

Portfolio

Data as on 30-Jun-2020

  • The Value 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 0.73 1.00
    R2 73.93 100.00
    Up Capture Ratio 94.42 100.00
    Down Capture Ratio 64.86 100.00
    Sharpe Ratio 0.63 0.25
    Standard Deviation 14.80 17.39

    Source: Motilal Oswal AMC/Morningstar Direct, Data as on 31/12/2014, returns annualized using model strategy. * CNX Nifty Index.

    ©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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