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Motilal Oswal Value Migration

The Strategy aims to benefit from the long-term compounding effect on investments done in good businesses run by great business managers for superior wealth creation.

Portfolio CAGR (SI)
18.92%
Since Inception Return
Inception Date
18 Feb 2003
Benchmark
BSE 500 TRI
Investment Style
QGLP
No of Holdings
~24 stocks
Strategy Type
Equity
Track Record
20+ years

Investment Philosophy (QGLP)

Quality

Quality of business and Quality of management. High ROE businesses with robust cash flows.

Growth

Targets companies likely to earn 20-25% on net worth going forward.

Longevity

Longevity of the competitive advantage or economic moat of the business.

Price

Long-term wealth creation by purchasing great businesses at a fraction of their true value.

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
18.92%
Benchmark
17.18%

Over 2 decades of proven wealth creation track record.

CAGR Basis

Trailing Returns (%)

1 Year5.80%
3 Years21.80%
5 Years15.50%
10 Years13.00%

Market Cap Exposure

MixMarket Cap
Large Cap
19%
Mid Cap
43%
Small Cap
36%
Cash & Others
2%

Sector Exposure

Top Sector: Capital Goods
Capital Goods38.25%
Financial Services19.1%
Others15.49%
Consumer Durables10.44%
Chemicals6.6%
Consumer Services5.34%
Realty4.78%

Strategy Guidelines

10%
Scrip Allocation Limit
Maximum 10% in a single stock at the time of new ideation
35%
Sector Allocation Limit
Maximum 35% in a single sector at any time

Top 10 Holdings

1
Multi Commodity Exchange
6.04%
2
Eternal Ltd. (Zomato)
5.34%
3
Prestige Estates Projects
4.78%
4
Bharat Electronics Ltd.
4.77%
5
Bharat Dynamics Ltd.
4.52%
6
Religare Enterprises Ltd.
4.50%
7
Apar Industries Ltd.
4.31%
8
Suzlon Energy Ltd.
4.22%
9
InterGlobe Aviation Ltd.
4.17%
10
Bajaj Finance Ltd.
4.15%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a CAGR basis. Investments are subject to market risks.