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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India Opportunity Portfolio Strategy V2

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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 31-Jul-2019

  • 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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