Motilal Oswal Next Trillion Dollar Opportunity

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth. It aims to predominantly invest in Small and Mid Cap with a focus on identifying potential winners that would participate in successive phases of GDP growth.

Strategy Construct

Investment Horizon:

Medium to Long Term (3 Years +)

Allocations - Market Capitalisation

The portfolio currently have investment across market capitalization. It is a Multicap Strategy that aims to predominantly invest in Large and Mid Cap Stocks at the time of initial ideation and investment made as per the model portfolio of the strategy.

Number of Stocks:

20-25 stocks for a portfolio

For Whom

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

Scrip Allocation:

Not more than 10% in a single stock at the time of new ideation

Sector Allocation Limit

35 % or as per benchmark

Investment Philosophy

Focus on Return on Net Worth

Companies which are likely to earn 20-25 % on its net worth going forward.

Balance between growth and value

QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price

Focused Strategy Construct

20-25 stocks for a portfolio

investment
Margin of safety

To purchase a piece of great business at a fraction of its true value

Bottom Up Approach

To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth

Long-term investment View

Strongly believe that Money is made by investing for the long term

Performance

Data as on 29-02-2024

*Since inception, Motilal Oswal Next Trillion Dollar Opportunity has delivered a CAGR of 15.4% vs. S & P BSE 500 TRI returns of 12.06%

Outperformance of 3.34% (CAGR)

*Strategy Inception Date: 03-08-2007. .

For the relative performance of a particular Investment Approach to other Portfolio Managers within the selected strategy, please refer APMI website click here.Under PMS Provider Name, please select Motilal Oswal Asset Management Company and select your Investment Approach Name for viewing the stated disclosure. The data for the previous month is usually available on the APMI portal on or after the 7th business day of the current month.

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 29-2-2024

Fund Manager

Vaibhav Agarwal

(PMS)

Mr. Vaibhav Agarwal completed his Bachelor’s Degree in Computer Science from the University of Pennsylvania. After completing his bachelors, he was associated with Motilal Oswal group from October 2012 to July 2015. Post which Vaibhav pursued his MBA at London Business School and thereafter rejoined Motilal Oswal PMS Team as an investment analyst in the year 2017 till 2020. Prior to joining Motilal Oswal Asset Management Company Limited he was acting Chief Executive Officer, Managing Director & Chief Investment Officer of TM Investment Technologies Private Limited.

Other funds managed by him

  • Motilal Oswal Value Migration Strategy
  • Motilal Oswal Business Opportunity Portfolio
  • Motilal Oswal Founders Portfolio

Strategy Details

Strategy Type:

open ended

Date of inception

03-08-2007

Benchmark

S & P BSE 500 TRI

Subscription

open

Redemption

daily

Valuation Point

daily

PMS Strategies

SWIPE
View All

Motilal Oswal Value Migration Strategy

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses run by great business managers for superior wealth creation.