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Motilal Oswal NTDOP

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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 2018
Number of Stocks 20-25
Investment Horizon Medium to Long Term
Fund Managers Manish Sonthalia

Investment Philosophy

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

Unique Feature

Small & midcap portfolio of potential multibagger stocks.

About Fund Managers

Manish Sonthalia-Fund Manager,Motilal Oswal PMS

manish sonthalia

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.

Raamdeo Agrawal-Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Raamdeo Agrawal Portfolio - Motilal Oswal Financial Services
Raamdeo Agrawal

Raamdeo Agrawal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018.

Raamdeo was born and brought up in the village of Chattisgarh. He is a man with dignity and discipline. Later he moved to Mumbai to study to become a Chartered Accountant. He wrote the book Corporate Numbers Games with Ram K P. Mriparia. Mr. Raamdeo also authored The Art Of Wealth Creation.

He maintained a consistent track record of the highest integrity in tax payments for five years from FY95-FY99 and thus received Rashtriya Samman Patra by the Central Board of Direct Taxes for the same. One would be glad to know that Raamdeo Agrawal considers Warren Buffett a mentor, and his investment strategy is exceptionally inspired by him.

Meet the Team

Susmit Patodia-Associate Director, Fund Manager

Susmit PatodiaAssociate Director- Fund Manager Motilal Oswal Asset Management Company Ltd

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

akhil_chaturvedi_Head_Sales_and_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.

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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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.