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
- Large Caps: 65% – 100%
- Mid Caps: 0% – 35%
Top Sectoral Allocation
Current Top 10 Holdings as of December 31st 2016
|Kotak Mahindra Bank||7.77 %|
|Eicher Motors||7.70 %|
|State Bank Of India||6.33%|
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|
|State Bank Of India||Jun-03||36.00||259.3||620%|
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.
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