Motilal Oswal NTDOP
|Year of Inception||2018|
|Number of Stocks||20-25|
|Investment Horizon||Medium to Long Term|
|Fund Managers||Manish Sonthalia|
About Fund Managers
Manish Sonthalia, the Fund Manager at Motilal Oswal PMS, has 22 years of fund management experience. Mr. Manish Sonthalia is PMS’s Associate Director and Head of Equity. He formerly worked as the Vice President of Equity Research at Motilal Oswal Securities Ltd.
Small & midcap portfolio of potential multibagger stocks.
Meet the Team
Susmit Patodia Associate Director- Fund Manager
Mr. Susmit Patodia has an overall experience of 14 years with over 11 years in the equity markets. Prior to joining Motilal Oswal Asset Management Company Ltd, Mr. Patodia was working with Motilal Oswal Financial Services Ltd – Institutional Equities Business as Head of Sales from 2015 to 2018, where he was responsible for managing the global client base for the Equities business of the Company. He was also associated with Edelweiss Financial Services, Accenture Management Consulting and Franklin Templeton Asset Management. Mr. Susmit has completed his post graduation from Institute of Management, Bangalore.
Akhil Chaturvedi Associate Director- Head-Sales & Distribution
Mr. Chaturvedi has over 19 years of rich experience in sales, distribution, client advisory (Wealth management) and business development from companies such as Birla Sun Life Asset Management Ltd., Birla Global Finance Ltd and Daiwa Asset Management Pvt. Ltd. His last assignment was with Daiwa Asset Management Pvt. Ltd. as Head- Retail Sales where he was responsible for setting up sales & distribution function from start including being actively involved in Product Development, and launch strategies for Mutual Fund Schemes. Mr. Chaturvedi holds Masters in Business Administration in Marketing and MA in Finance from the University of Leeds, UK. He is also a Certified Financial Planner.
NTDOP stands for Next Trillion Dollar GDP growth. So, the focus is on buying companies that will benefit out of the Next Trillion Dollar GDP growth. Motilal Oswal identifies potential long-term wealth creators by focusing on individual companies and their management. It strongly believes that “Money is made by investing for the long term”
Motilal Oswal Portfolio Management Services’ Next Trillion Dollar Opportunity Strategy is to choose stocks from sectors including India’s developing firms, primarily in the Small and Midcap area, in order to find potential multibaggers.
The Strategy seeks to outperform the market by investing in stocks from industries that would profit from the Next Trillion Dollar GDP expansion. It intends to invest in equities throughout the market capitalization spectrum, with an emphasis on finding prospective winners who will participate in consecutive stages of GDP development.
Buy Right is symbolised as (QLGP) “: Q” signifies the quality of the firm, “G” suggests earnings growth, “L” denotes longevity, and “P” denotes the strategy of buying a good stock at a fair price rather than a fair stock at a fair price. Tighten Your Seat: Buy and hold—concentrate on 25 to 30 stocks.
Focuses on Sectors and Companies, as well as Identifying Emerging Stocks / Sectors that promise above-average growth. Emphasis on developing themes. The “Buy and Hold” approach
The strategy’s mandate is to invest in equity and equity-related securities throughout the full market capitalization spectrum of big, mid, and small size businesses.
Portfolio shall be focused on investing at a reasonable price/value in high-growth businesses and NTDOP PMS embraces the buy and hold strategies.
For investors who wish to invest with a long-term view to wealth building, investment Horizon is medium to long-term (3+ years).
Allocations — Currently the portfolio includes market-wide investment. It is a Multicap strategy which seeks, mainly during the time of early ideations and investments under the strategy’s model portfolio, to invest in large and medium-sized shares.
A multi-cap method to discover companies that profit from India’s rising GDP Track record 13+ years with steady performance across market cycles Concentrated portfolio of high quality with 27 stocks Buy and hold 14 equities held for more than 5 years to create wealth for investors agnostic index: ~83% off criteria Five hundred Banking, consumer discretion, software, are the key sector allocations.
Scrip – The allocation in one stock at the time of the fresh ideation is not more than 10%
The Sector Allocation Limit is set at 35%, or as per the Nifty 500 TRI benchmark.
Portfolio actions in the last 6 months are that SBI Ltd. has been added whereas City Union Bank Ltd. was one of the companies that went out of business and has been removed.
One lac invested in the strategy on 3rd Aug 2007 would have grown to ` ~8 lacs today against ~4 lacs invested in Benchmark