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 5 Year G-Sec Fund of Fund (G) - 10.1439Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.7321Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 11.8289Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 11.2261Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.3233Motilal Oswal Dynamic Fund (Div-A) - 13.2245Motilal Oswal Dynamic Fund (Div-Q) - 11.45Motilal Oswal Dynamic Fund (G) - 15.5126Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.5979Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.7933Motilal Oswal Dynamic Fund-Dir (G) - 16.6209Motilal Oswal Equity Hybrid Fund - Direct (G) - 16.469Motilal Oswal Equity Hybrid Fund - Regular (G) - 15.4642Motilal Oswal Flexi Cap Fund(D) - 23.5266Motilal Oswal Flexi Cap Fund(G) - 33.5828Motilal Oswal Flexi Cap Fund-Dir(D) - 23.7919Motilal Oswal Flexi Cap Fund-Dir(G) - 36.3054Motilal Oswal Focused 25 Fund - Direct (D) - 20.7538Motilal Oswal Focused 25 Fund - Direct (G) - 38.0256Motilal Oswal Focused 25 Fund (D) - 18.4091Motilal Oswal Focused 25 Fund (G) - 33.641Motilal Oswal Large and Midcap Fund - Dir (D) - 16.1563Motilal Oswal Large and Midcap Fund - Dir (G) - 17.3597Motilal Oswal Large and Midcap Fund (D) - 15.4301Motilal Oswal Large and Midcap Fund (G) - 16.5579Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0127Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0577Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0736Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0142Motilal Oswal Liquid Fund - Direct (G) - 11.57Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0123Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0568Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0717Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0211Motilal Oswal Liquid Fund - Regular (G) - 11.5065Motilal Oswal Long Term Equity Fund (D) - 19.6813Motilal Oswal Long Term Equity Fund (G) - 26.8996Motilal Oswal Long Term Equity Fund -Dir (D) - 23.751Motilal Oswal Long Term Equity Fund -Dir (G) - 29.7539Motilal Oswal Midcap 30 Fund (D) - 28.059Motilal Oswal Midcap 30 Fund (G) - 49.2231Motilal Oswal Midcap 30 Fund-Dir (D) - 29.3714Motilal Oswal Midcap 30 Fund-Dir (G) - 54.6391Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 9.5965Motilal Oswal Multi Asset Fund - Direct (G) - 11.1666Motilal Oswal Multi Asset Fund (G) - 10.8481Motilal Oswal Nasdaq 100 FOF - Direct (G) - 22.3132Motilal Oswal Nasdaq 100 FOF - Regular (G) - 21.9833Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) - 9.4839Motilal Oswal Nifty 50 Index Fund - Direct (G) - 15.0908Motilal Oswal Nifty 50 Index Fund (G) - 14.9256Motilal Oswal Nifty 500 Fund - Direct (G) - 17.5448Motilal Oswal Nifty 500 Fund (G) - 17.2105Motilal Oswal Nifty Bank Index Fund - Direct (G) - 14.4396Motilal Oswal Nifty Bank Index Fund (G) - 14.1542Motilal Oswal Nifty Midcap 150 Index Fund (G) - 20.7457Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 21.1892Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 15.3941Motilal Oswal Nifty Next 50 Index Fund (G) - 15.1247Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 19.9196Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 20.3247Motilal Oswal S&P 500 Index Fund - Direct (G) - 15.4622Motilal Oswal S&P 500 Index Fund (G) - 15.2384Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) - 10.553Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir (G) - 10.5572Motilal Oswal S&P BSE Low Volatility Index Fund (G) - 10.9343Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.2966Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.3218Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.3037Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.4532Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.3088Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.5899Motilal Oswal Ultra Short Term Fund (Div-D) - 10.1898Motilal Oswal Ultra Short Term Fund (Div-F) - 10.2023Motilal Oswal Ultra Short Term Fund (Div-M) - 10.1916Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.3385Motilal Oswal Ultra Short Term Fund (Div-W) - 10.1948Motilal Oswal Ultra Short Term Fund (G) - 14.0344

Business Opportunities Strategy: April 2020 Update

Blog Blog Details
  • April 03, 2020
  • Atul Mehra|
  • Associate Fund Manager, PMS
Portfolio Update:

Why you should consider increasing your equity allocation and investing in Motilal Oswal Business Opportunities Strategy now?

  Good news and good prices don t go together. Given ample bad news, what you have today are really good prices. Valuations for our market today are attractive from historical context, with bond yields equaling earnings yields. Whenever allocations are made in this zone of zero yield differential, next 12 months return on the index has been 45% based on last 15 years of data. (Source: Bloomberg)

  Motilal Oswal Business Opportunities Portfolio is a multi-cap portfolio invested in a mix of extremely high quality businesses. The portfolio is built with high quality large private banks, leading consumer companies, leading life insurance companies, etc. Despite the difficult operating environment, we believe that this set of businesses might not just sustain themselves, but we expect them to be winners once the recovery sets in.

  Having said that, the situation on the virus still remains uncertain. Hence our recommendation to you is that if you have INR 100 of investable capital, use the current times to invest INR 50 at least, and keep the balance for a worse time if God forbid it materializes. While markets are down 40% from their highs, historically, in the worst of the times markets have fallen 65% from their highs- like we saw in 2008. So please keep the balance money, to capitalize on that if it were to happen. 

  While making your investing decision, have a relook at your asset allocation. If you re underweight equities, this is the time to increase allocation. If you re overweight already, keep some money in fixed income and don t go overboard equities. If you re personally highly leveraged, don t go overboard equities either.

  Finally, the most important thing, stay safe and healthy, do take care of yourself and your loved ones. Wishing you and your family great health and peace of mind in the difficult times we’re currently in. 

Performance Metrics

 

FY20

Since Inception

BOP

-17.0%

-7.7%

Nifty 500

-27.6%

-13.4%

Alpha

10.6%

5.7%


BOP Strategy Inception Date: 16th Jan 2018; Data as on 31st March 2020; Source: MOAMC Internal Research; Please Note: The above strategy returns are of a Model Client. 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. Returns below 1 year are absolute and above 1 year are annualized. Strategy returns shown above are post fees & expenses.

Disclaimer: This article has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Investment in securities is subject to market and other risks, and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. Please read Disclosure document carefully.

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