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Motilal Oswal Growth Opportunities Fund – II

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About company

MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus of customer-first attitude, ethical and transparent business practices, and many more. Today Motilal is a diverse firm that is working on a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Home Finance, etc. Motilal has clients of retail customers, mutual funds, foreign institutional investors, financial institutions, corporate clients, etc. They have more than 44,00,000+ customers across the globe. They make every decision with solid research at present they have 25+ research analysts researching over 250 companies across 20 sectors

Fund Snapshot

Year of Inception 2021
Number of Stocks 15-20
Investment Horizon 4 years
Fund Managers Atul Mehra

Unique Feature

Key Investment Framework : Winner Categories, Category Winners

Winner Categories are categories (i.e. sectors) which are –
(1) Expected to grow at least 1.5x nominal GDP growth; and
(2) Consolidated i.e. not too many players to partake of the expected growth.

Category Winners are companies in Winner Categories with:
(1) Entry Barriers / Competitive advantage and
(2) Great Management.

Winning investments are Category Winners
bought at reasonable valuation.

Investment Philosophy

Quality of business x Quality of management

• Stable business, preferably consumer facing
• Huge business opportunity
• Sustainable competitive advantage
• Competent management team
• Healthy financials & ratios

Longevity – of both Q & G

• Long-term relevance of business
• Extending competitive advantage period
• Sustenance of growth momentum

Growth in Earnings

• Volume growth
• Price growth
• Mix change
• Operating leverage
• Financial leverage

Price

• Reasonable valuation, relative to quality & growth prospects
• High margin of safety

About Fund Managers

Atul Mehra, CFA Fund Manager
Atul Mehra Motilal Oswal
Atul Mehra Motilal Oswal

Atul has over 12 years of experience in equity research and fund management specializing in mid and small cap space, with over 7 years with Motilal Oswal Group.
Before joining Motilal Oswal, he was associated with Edelweiss Capital. Atul is a Chartered Financial Analyst (CFA) from CFA Institute, USA and a Masters in Commerce.

Why Motilal Oswal Asset Management

Raamdeo Agrawal Chairman, MOFSL
Raamdeo Agrawal Portfolio - Motilal Oswal Financial Services
Raamdeo Agrawal

Chairman and One of India’s Most Respected Investing Minds

• Equity investing is complex. A checklist is an excellent tool to bring discipline to the process.
• The 25 questions here and the 25 related frameworks are a good starting point for an investor to create their own checklist over time.
• Time is a friend of good companies and enemy of bad companies.
• In 25 years, successful companies grow to unimaginable levels in sales, profits and market cap.
• Stock returns are slaves of earnings power and growth. In the very long run, valuations matter less.
• Over 50% of current market cap is made up of listings post 1995.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Motilal Oswal Value

AMC Name: Motilal Oswal AMC Inc Date: Mar-2003
large cap
(PMS)
1907.17 Strategy 3.7 9.4 8.4 2.70 21.10 14.90 9.10 12.40 19.30
Nifty 50 TRI 3.7 7.6 6.8 5.10 26.50 18.60 13.80 14.30 17.10

Focused Midcap

AMC Name: Motilal Oswal AMC Inc Date: Dec 24,2019
mid cap
(PMS)
314.97 Strategy -0.10 -0.10 -8.70 -13.90 22.60 23.70
Nifty MidSmallcap 400 TRI 6.00 10.80 10.00 10.00 38.50 28.80

IOP

AMC Name: Motilal Oswal AMC Inc Date: Feb 15,2010
small cap
(PMS)
1,048.99 Strategy 0.90 1.10 -8.40 -13.90 14.90 8.80 -0.80 9.70 7.70
Nifty Smallcap 100 TRI 4.70 5.30 -2.00 -13.40 29.00 20.00 1.70 11.00 6.40

IOP V2

AMC Name: Motilal Oswal AMC Inc Date: Feb 5,2018
small cap
(PMS)
384.33 Strategy 0.70 0.80 -8.30 -13.50 21.10 19.10 4.50
Nifty Smallcap 100 TRI 4.70 5.30 -2.00 -13.40 29.00 20.00 1.70

BOP

AMC Name: Motilal Oswal AMC Inc Date: Jan 16,2018
multi cap
(PMS)
1,257.25 Strategy 5.30 9.70 7.30 2.20 22.70 16.20 10.50
Nifty 500 TRI 4.70 9.10 8.00 6.70 29.40 20.80 12.60

NTDOP

AMC Name: Motilal Oswal AMC Inc Date: Dec 05,2007
multi cap
(PMS)
7792.27 Strategy 3.30 7.20 1.40 -0.80 23.00 15.70 8.40 19.30 15.10
Nifty 500 TRI 4.70 9.10 8.00 6.70 29.40 20.80 13.30 15.30 11.20

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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

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.