Motilal Oswal Value Strategy PMS Review

Product: Motilal Oswal Value Strategy PMS “Value PMS”

Focus: deliver higher returns by making investments in successful businesses managed by efficient management.

Concentration: The portfolio typically consists of 15-20 large cap stocks.

Ideal for: Ideal for investors looking to invest in large cap companies for long term wealth creation view. Note: Not more than 10-12% of portfolio is invested in a single stock

PMS Allocation:

• Large Caps: 65% – 100%
• Mid Caps: 0% – 35%

Top Sectoral Allocation

Current Top 10 Holdings as of December 31^st 2016

Company	% Holdings
BPCL	9.73 %
Bosch	9.09%
HDFC Bank	8.66%
Sun Pharmaceuticals	7.86%
Kotak Mahindra Bank	7.77 %
Eicher Motors	7.70 %
Asian Paints	6.68%
State Bank Of India	6.33%
TCS	6.03%
Hero Motocorp	5.14%

Motilal Oswal Value Strategy – Buy and Hold Approach

In Value PMS stock selection is based on a thorough study of underlying long term potential of the company and with a view to hold those stocks for a long term so investors can benefit from the entire growth cycle of the business. Value PMS – BUY & HOLD strategy will lead to less churning of portfolio thereby lowering costs and enhancing returns for investors.

Stocks	Purchase Date	Adjusted Purchase Price	Current Market Price	% Growth
Bosch Limited	Jun-03	497.00	22,834.85	4495%
Hero MotoCorp	Jun-03	253.65	3,240.35	1177%
Eicher Motors	Apr-12	2054.80	23,011.85	1020%
State Bank Of India	Jun-03	36.00	259.3	620%
HDFC Bank	Jul-08	201.00	1,287.55	541%
HDFC	Jan-06	241.80	1,336	453%

Performance Snapshot

Since Inception (2003), Value PMS has delivered annualized returns of 24.38% vs. Nifty 50 returns of 16.39%.

Note – Returns of individual clients may differ depending on time of entry in the PMS.

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.

LOOKING TO INVEST IN THIS SCHEME?

Here’s 3 benefits of investing in this scheme through a financial advisor like Sana Securities

[1] We don’t charge 2.00% upfront fees for this scheme (or for any other PMS scheme) which helps the investors get maximum upside.

[2] Your Commission Structure/Management fee and all other expenses will remain same or will be lower – CALL US TO CHECK! Its real.

[3] We will also throw in a free subscription to our website.

 

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