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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: 18-Feb-2003.
Please Note: Data as on 31st March 2021; Returns up to 1 year are absolute & over 1 year are Compounded Annualized. Returns calculated using Time Weighted Rate of Return (TWRR) at an aggregate strategy level. The performance related information is not verified by SEBI.
Strategy Inception Date: 18-Feb-2003.
Please Note: Returns up to 1 year are absolute& over 1 year are Compounded Annualized. Returns calculated using TimeWeighted Rate of Return (TWRR) at an aggregate strategy level. The performancerelated information is not verified by SEBI. All portfolio related holdings andsector data provided above is for model portfolio. Returns & Portfolio ofclient may vary vis-à-vis as comparedto Investment Approach aggregate level returns due to various factors viz.timing of investment/ additional investment, timing of withdrawals, specificclient mandates, variation of expenses charged & dividend income. Past performancemay or may not be sustained in future and should not be used as a basis forcomparison with other investments.
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.
Be rest assured, none of the information entered by you pertaining to your portfolio will be stored anywhere, unless you wish to.
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 : 18th February 2003
Benchmark : Nifty 50 TRI Index
Subscription :Daily
Redemption: Daily
Valuation Point: Daily
Fund Manager:
Mr. Shrey Loonker -Sr. Vice President as Fund Manager for Value PMS
Susmit Patodia– Associate Director, MOAMC Fund Manager
About the Fund Manager:
Mr. Shrey Loonker : 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
Mr. Susmit Patodia has over 15 years of experience with 11+ years in the Indian equity markets. Susmit has been with Motilal Oswal since 2010. Prior to Motilal Oswal, Susmit worked with Accenture Consulting India. Susmit graduated in 2005 with a Management degree from the Indian Institute of Management Bangalore. Susmit also had a short stint with Franklin Templeton Mutual Funds before he did his MBA. Susmit also holds a Bachelor of Commerce degree from University of Madras.
Data as on 31-Mar-2021
Please Note: These stocks are a part of the existing Value PMS strategy as on 31-Mar-2021. 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-Mar-2021.
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.