| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 7.86% | 0.59 | 12.87% | 68.33% |
MOTILAL OSWAL Focused Midcap Strategy PMS
Key People
Raamdeo Agrawal
Chairman
Prateek Agrawal
Executive Director
Manish Sonthalia
Executive Director & CIO
Investment Objective
The investment objective of Motilal Oswal Focused Midcap Strategy is to invest in quality businesses that are central to India growth story. Identify and participate in growth of these businesses over medium to long term. Practice Value Investing while making investment decisions.
The Strategy aims to deliver superior returns by investing in stocks of India’s emerging businesses. It aims to predominantly invest in midcap stocks that can benefit from growth in earnings and re-rating of businesses. It aims to invest bottom up by identifying high quality companies, having superior growth and sustainable competitive advantage.
Investment Philosophy
Motilal Oswal Focused Midcap Strategy is a midcap-oriented PMS Strategy seeking to primarily invest in stocks ranked 101-400 as per market capitalization. The Strategy aims to deliver superior returns by investing in stocks of India’s emerging businesses. It aims to predominantly invest in midcap stocks that can benefit from growth in earnings and re-rating of businesses.
For Motilal Oswal Focused Midcap Strategy, majority of weights for investments to be drawn from stocks in 101st to 400th companies in terms of full market capitalization. Minority weights for investment might also be drawn from stocks beyond number 400 and from top 100 companies in terms of full market capitalization. As far as possible Companies will be drawn from a mix of sectors representing changing nature of society and economics in India.
It aims to invest bottom-up by identifying high quality companies, having superior growth and sustainable competitive advantage
Awards & Achievements - Across Motilal Oswal PMSs & AIFs
• In 2021, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #1 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
• In 2021, Motilal India Rising India Fund, a Long Only Cat III AIF, was awarded the winner in the Best Long Only Cat III AIF, on 2Y Absolute Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal AMC Mid to Mega | 2.00% | 3.30% | 24.90% | 40.30% | 43.10% | 21.00% | 30.00% | ||
| BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.70% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal AMC Mid to Mega | Mid & Small Cap | Rakesh Tarway | 24 December 2019 | 4Y 11M | 1803.48 | BSE 500 TRI | 30.00% | 28 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 14.47% | 10.86% | 68.33% | 25.33% | 0.69 | 12.87% | 3.76 | 14.60% | 1.12 | 60.00 % |
| Nifty 500 | 8.39% | 8.76% | 17.15% | 0.70 | 11.20% | 0.99 | 58.33 % | |||
| Nifty Midcap 100 | -2.53% | 10.39% | 7.86% | 0.59 | 2.50% | 0.22 | 53.33 % | |||
| Nifty Smallcap 100 | -5.14% | 10.28% | 5.14% | 0.55 | 2.98% | 0.24 | 46.67 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 18.17 |
| Mid Cap | 44.77 |
| Small Cap | 30.60 |
| Cash | 6.46 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
