Product: Motilal Oswal India Opportunities Fund (IOPV2) Strategy
Focus: deliver higher returns by making investments in stocks and sectors that can benefit from India’s emerging businesses.
Concentration: The portfolio typically consists of 15-20 mid cap stocks.
Ideal for: Ideal for investors looking to invest in small and mid cap stocks for higher than average growth.
Note: Not more than 10-12% of portfolio is invested in a single stock
PMS Allocation (as of end March 2018):
- Mid Caps: 92.35%
- Small Caps: 6.51%
- Weighted Average Market Cap – Rs. 9,354.22 Cr.
Motilal Oswal IOP V2 – Top Sectoral Allocation
Current Holdings as of March 2018
Below allocations were created at the end of the first week in February:
|Cholamandalam Investment And Finance||7.11%|
|Coffee Day Enterprises||6.84%|
|JK Lakshmi Cement||5.86%|
|J M Financial||5.54%|
|Accelya Kale Solutions||1.86%|
Motilal Oswal India Opportunities Fund V2 Strategy – Buy and Hold Approach
In IOPV2, the investment strategy is to buy growth stocks across market capitalization which has the potential to grow at 1.5 times the nominal GDP for next 5-7 years. PMS – BUY & HOLD strategy will lead to less churning of portfolio thereby lowering costs and enhancing post-tax returns for investors.
Previous Price Performance of Stocks Currently Held in Motilal Oswal India Opportunities Fund V2
|Company||CMP||1 year return||3 year return|
|Cholamandalam Investment And Finance||1496.8||51%||174%|
|Coffee Day Enterprises||306.05||31%||–|
|JK Lakshmi Cement||463||6%||30%|
|J M Financial||131.3||63%||194%|
|Accelya Kale Solutions||1315.95||-8%||45%|
FOR BENEFITS OF INVESTING IN PMS SCHEMES CALL – +91 8368931743.
In general, It is Impossible to save on the management fee (of~ 2.5%) by purchasing disclosed portfolio stocks on your own. Typically, by the time the fund makes a disclosure of the stocks they are holding, these stocks have already run up by well over 5-10%. Naturally, the fund manager wants you buy it on your own to take the prices higher after he purchases.
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