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.
*Strategy Inception Date: 24-Mar-2003.
Please Note: The Above strategy returns are of a Model Client as on 31-Oct-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. Returns above 1 year are annualized.
Strategy Inception Date: 24-Mar-2003.
Please Note: The Above strategy returns are of a Model Client as on 31-Oct-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.
We thank you for your interest in using the Portfolio Evaluation Tool. Through this tool, we endeavor to provide a brief check up of your equities portfolio’s health. You can also compare your portfolio’s performance to Motilal Oswal AMC’s PMS Strategies performance.
There are 2 ways to use this tool as follows:
At the end of the analysis, if you wish to speak to our PMS Advisor for a detailed discussion on your portfolio, please feel free to fill up the form on the top of this page. Our PMS Advisor will get in touch with you within 2 working days time.
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Medium to Long Term (3 Years +)
Investors who like to invest with a Long-term wealth creation view.
Around 20 stocks
Not more than 10% in a stock at the time of ideation
35% in a sector
Strategy type : Open ended
Date of Inception : 24th March 2003
Benchmark : Nifty 50 Index
Subscription :Daily
Redemption: Daily
Valuation Point: Daily
Fund Manager: Mr. Shrey Loonker
About the Fund Manager: Mr. Shrey Loonker has joined as the Sr. Vice President as Fund Manager for Value PMS. Shrey brings with him over 13 years of overall experience. Prior to Motilal, he was working with Ernst & Young Pvt Ltd in Global Taxation Advisory Services and Reliance AMC - Mumbai (11 years) as Fund Manager – Reliance Banking Fund. Shrey has completed his Chartered Accountancy in 2005 from ICAI Mumbai & CFA in 2009 from CFA Institute,USA
Data as on 31-Aug-2018
Please Note: These stocks are a part of the existing Value PMS strategy as on 31-Aug-2018. These Stocks may or may not be bought for new clients. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. The strategy may or may not have any present or future holdings in these stocks. The companies mentioned above are only for the purpose of explaining the concept and should not be construed as recommendations from MOAMC. Based as per the closing market prices on 31-Aug-2018.
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.
Source : Motilal Oswal AMC, Data as on 30/09/2018, returns annualized using model strategy
* Nifty 50 Index
The data and analysis provided herein do not constitute investment advice 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. Past performance may or may not be sustained in future.