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) - 10.2718Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.9488Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 12.0662Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 11.4208Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.5393Motilal Oswal Dynamic Fund (Div-A) - 13.2719Motilal Oswal Dynamic Fund (Div-Q) - 11.3201Motilal Oswal Dynamic Fund (G) - 15.5682Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.694Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.6953Motilal Oswal Dynamic Fund-Dir (G) - 16.7381Motilal Oswal Equity Hybrid Fund - Direct (G) - 17.1752Motilal Oswal Equity Hybrid Fund - Regular (G) - 16.0574Motilal Oswal Flexi Cap Fund(D) - 24.4563Motilal Oswal Flexi Cap Fund(G) - 34.9099Motilal Oswal Flexi Cap Fund-Dir(D) - 24.7923Motilal Oswal Flexi Cap Fund-Dir(G) - 37.832Motilal Oswal Focused 25 Fund - Direct (D) - 21.469Motilal Oswal Focused 25 Fund - Direct (G) - 39.3358Motilal Oswal Focused 25 Fund (D) - 18.9778Motilal Oswal Focused 25 Fund (G) - 34.6802Motilal Oswal Large and Midcap Fund - Dir (D) - 17.1967Motilal Oswal Large and Midcap Fund - Dir (G) - 18.4781Motilal Oswal Large and Midcap Fund (D) - 16.3476Motilal Oswal Large and Midcap Fund (G) - 17.5424Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0152Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0409Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.1044Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0167Motilal Oswal Liquid Fund - Direct (G) - 11.7537Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0148Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0406Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.1023Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0236Motilal Oswal Liquid Fund - Regular (G) - 11.6841Motilal Oswal Long Term Equity Fund (D) - 20.5692Motilal Oswal Long Term Equity Fund (G) - 28.113Motilal Oswal Long Term Equity Fund -Dir (D) - 24.9136Motilal Oswal Long Term Equity Fund -Dir (G) - 31.2104Motilal Oswal Midcap 30 Fund (D) - 29.8635Motilal Oswal Midcap 30 Fund (G) - 52.3886Motilal Oswal Midcap 30 Fund-Dir (D) - 31.3671Motilal Oswal Midcap 30 Fund-Dir (G) - 58.3515Motilal Oswal MSCI EAFE Top 100 Select Index Fund (G) - 10.1309Motilal Oswal Multi Asset Fund - Direct (G) - 11.2624Motilal Oswal Multi Asset Fund (G) - 10.9067Motilal Oswal Nasdaq 100 FOF - Direct (G) - 20.3481Motilal Oswal Nasdaq 100 FOF - Regular (G) - 20.0243Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) - 10.0411Motilal Oswal Nifty 50 Index Fund - Direct (G) - 15.8233Motilal Oswal Nifty 50 Index Fund (G) - 15.6321Motilal Oswal Nifty 500 Fund - Direct (G) - 18.2318Motilal Oswal Nifty 500 Fund (G) - 17.851Motilal Oswal Nifty Bank Index Fund - Direct (G) - 15.7622Motilal Oswal Nifty Bank Index Fund (G) - 15.4151Motilal Oswal Nifty Midcap 150 Index Fund (G) - 21.2772Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 21.7821Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 15.4953Motilal Oswal Nifty Next 50 Index Fund (G) - 15.1956Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 21.1056Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 21.5795Motilal Oswal S&P 500 Index Fund - Direct (G) - 15.098Motilal Oswal S&P 500 Index Fund (G) - 14.856Motilal Oswal S&P BSE Enhanced Value Index Fund (G) - 11.9446Motilal Oswal S&P BSE Enhanced Value Index Fund-Dir (G) - 11.9663Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund (G) - 10.2114Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund-Dir (G) - 10.2362Motilal Oswal S&P BSE Low Volatility Index Fund (G) - 11.4826Motilal Oswal S&P BSE Quality Index Fund - Dir (G) - 10.9023Motilal Oswal S&P BSE Quality Index Fund (G) - 10.8826Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.4479Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.4744Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.455Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.6067Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.4602Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.8041Motilal Oswal Ultra Short Term Fund (Div-D) - 10.3249Motilal Oswal Ultra Short Term Fund (Div-F) - 10.3381Motilal Oswal Ultra Short Term Fund (Div-M) - 10.3267Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.4755Motilal Oswal Ultra Short Term Fund (Div-W) - 10.33Motilal Oswal Ultra Short Term Fund (G) - 14.2205

India Opportunity Portfolio Strategy

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India Opportunity Portfolio Strategy Objective

The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across market capitalization and which are available at reasonable market prices.

India Opportunity Philosophy
  • Buy Growth Stocks across Market capitalization which have the potential to grow at 1.5 times the nominal GDP for next 5-7 years.
  • BUY & HOLD strategy, leading to low to medium churn thereby enhancing post-tax returns
Performance

* Strategy Inception Date: 15/02/2010.

Please Note:  Data as on 30th September 2022; 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.
The chart below illustrates Rs.1 crore invested in India Opportunity Portfolio Strategy in February 2010 is worth Rs. 2.3 crores as on 31-Jan-2021. For the same period Rs. 1 crore invested in Nifty Smallcap 100 TRI is now worth Rs. 2.4 crores

* Strategy Inception Date: 15/02/2010.

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.

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 : 15th February 2010

Benchmark : Nifty Smallcap 100 TRI

Subscription : Closed

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 Charterholder from CFA Institute, Charlottesville, Virginia, USA. 

Portfolio

Data as on 30-Sep-2022

Risk Analysis

The  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 0.93 1.00
Information Ratio 0.04
Up Capture Ratio 0.81 1
Down Capture Ratio 1 1
Sharpe Ratio 0.26 0.25
Standard Deviation 18.44% 17.78%

Source: Motilal Oswal AMC/Morningstar Direct, Data as on 31/12/2020, returns annualized using model strategy. 

* Nifty Smallcap 100

©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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