Motilal Oswal Alternative Investment (IFSC) Trust

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About Company

Motilal Oswal Group stands as a prominent player in the financial landscape with over 35 years of experience Inequity Investing. Motilal Oswal Alternative Investment Fund, is a distinctive avenue for investors seeking broader horizons beyond traditional Mutual Funds. MOAMC has one of India’s largest alternative investment fund management platforms, backed by the organization’s knowledge, brand, and network.
Within MOAMC, the Alternative Investment Fund Management Platform stands as a hallmark of dedication to innovation and sophistication in the financial realm. The AIF offerings blend the operational ease typical of mutual funds with the adaptable flexibility reminiscent of a Portfolio Management Service (PMS), ensuring a personalized investment journey tailored to individual objectives.

Key Success Factors for MOAMC:

  • Behavioral Alpha: Seize opportunities with precise timing and disciplined decision-making.
  • Manager Alpha: Identify and manage companies effectively, employing a robust framework for selection and divestment.
  • Agency Alpha: Foster performance through profit-sharing incentives, aligning interests for mutual benefit.

Investment Framework for Equity with Growth Orientation

1.Top 500 Selection: Based on Market Capitalization, ranging from 5k Crore to 11 lakh Crore.

2.Minimum 25% Promoter Holding: Except for financials, includes companies significant ESOP/share with management professionals.

3.Profit Before Tax (PBT) Threshold: Minimum PBT of 100 Crores.

4.Capital Efficiency Criteria: Ensuring Quality of Business, with a minimum Cycle Return on Capital Employed (ROCE) of 15%.

5.QGLP Principles: Prioritizing Corporate Governance and Management Quality, focusing on Vision, Execution, Succession Planning, and Capital Allocation Decisions.

6.Expected Earnings Growth: Targeting companies with an additional expected earnings growth of 3-5% over the benchmark, available at relatively attractive valuations.

FAQ

What distinguishes Motilal Oswal Group in the financial sector?

Motilal Oswal Group is a seasoned player in equity investing, boasting over 35 years of experience. They stand out for their Alternative Investment Fund, which offers investors a unique avenue beyond traditional Mutual Funds. With one of India’s largest alternative investment fund management platforms, backed by extensive knowledge and a strong brand, Motilal Oswal Group is synonymous with innovation and sophistication in finance.

What are the key success factors for Motilal Oswal Asset Management Company (MOAMC)?

MOAMC thrives on three key success factors: Behavioral Alpha, which involves seizing opportunities with precise timing and disciplined decision-making; Manager Alpha, where effective company identification and management occur through a robust selection and divestment framework; and Agency Alpha, fostering performance through profit-sharing incentives that align interests for mutual benefit.

Could you explain the investment framework for equity with growth orientation at MOAMC?

MOAMC’s investment framework focuses on several key criteria. Firstly, they select companies from the top 500 based on market capitalization, ranging from 5k Crore to 11 lakh Crore. Secondly, they look for a minimum 25% promoter holding, except for financials, and include companies with significant ESOP/share with management professionals. Thirdly, they set a Profit Before Tax (PBT) threshold of a minimum of 100 Crores. Additionally, they ensure capital efficiency by targeting businesses with a minimum Cycle Return on Capital Employed (ROCE) of 15%. They also prioritize the QGLP principles, emphasizing Corporate Governance and Management Quality, including Vision, Execution, Succession Planning, and Capital Allocation Decisions. Lastly, they target companies with an additional expected earnings growth of 3-5% over the benchmark, available at relatively attractive valuations.

Investment Team

Mr. Motilal Oswal, Managing Director and CEO – MOFSL

Motilal Oswal is the Managing Director and CEO of Motilal Oswal Financial Services Ltd. (MOFSL), a company he co-founded with Raamdeo Agrawal in 1987. A Chartered Accountant by profession, Mr. Oswal has contributed significantly to the financial industry. He has served on the Governing Board of the Bombay Stock Exchange (BSE) and the Indian Merchant’s Chamber (IMC), as well as on various committees of the BSE, National Stock Exchange (NSE), Securities and Exchange Board of India (SEBI), and Central Depository Services Limited (CDSL). As the President of the Jain International Trade Organisation (JITO), he has also been recognized by the Government of India with the Rashtriya Samman Patra for being one of the top income tax payers in the country over a period of five years.

 

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.