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 31st 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.
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.
LOOKING FOR A FINANCIAL ADVISOR? WANT TO OPEN A TRADING ACCOUNT? FILL IN YOUR DETAILS BELOW
To Discuss Investment options across Stocks, Mutual Fund and PMS Schemes. Leave your Whatsapp message @ 9833905054 or Email at rajat@sanasecurities.com.
By Mohit on
Hi Rajat,
3 queries – (1) does 2% fee go to the pocket of wealth manager OR Motilal Oswal? I have been advised to invest in this scheme by my bank otherwise and they offered a 1% reduction…
(2) what is the ideal holding period, also what is the annual fee.
(3) what is the kind of return to be expected if i invest twice its min. ticket size (investing period April17-Mar-20)
By Rajat Sharma on Author
I have sent you a mail on this.
By M J S Bindra on
I have a 23 lakhs amount in PMS with HDFC.I will like to switch over to Motilal oswal PMS.
Pl let me what I lose when I exit and what I have to pay at entry.-all hidden charges.
and also why Motilal oswal PMS is better ?