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Motilal Oswal Group

Motilal Oswal Group possess legacy in equities for over Three decades, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 16 years of PMS track record, presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in the market”, practice long-term Buy and Hold investing style, BUY RIGHT: SIT TIGHT, QGLP – Quality denotes the quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.

List of Funds: 

  • 1. Motilal Oswal- Value
  • 2. Motilal Oswal- BOP
  • 3. Motilal Oswal -10P V2
  • 4. Motilal Oswal – Focused Midcap
  • 5. Motilal Oswal- NTDOP
  • 6. Motilal Oswal- lOP

Taxation:

The tax system of PMS is Different from Mutual funds as the Stocks held in PMS are considered as the stock held with the investors only, so every time the portfolio manager sells shares, there is capital gain or loss and the tax liability will be borne by the investor. At the end of every year, the PMS house provides the audited capital gain or loss statement to its investors for tax calculation.

  • • Short term capital gain (less than one year): 15% of the gain
  • • Long term capital gain (more than one year): 10% of gain in excess of Rs one lakh per year


Minimum Investment:

Rs. 50 Lakh

1) Motiwal Oswal- Value

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Largecap
3.28%
-0.18%
1.82%
5.26%
20.71(2003)

Strategy — Value strategy Portfolio consists of around 20 stocks large-cap biased and aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price).

Exit Load — Within 12 months – 1.5% — 2% of Withdrawal Value. After 12 Months — 0.5% or no charge  

2) Motiwal Oswal-BOP

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Multi-Cap
4.49%
1.24%
-
-
1.92 (2018)

Strategy — BOP Strategy will invest in a high conviction concentrated portfolio of minimum 20 stocks. High Conviction portfolio which will invest across market capitalization and will primarily focus on Consumer Discretionary, Private Banks and NBFC, Agriculture, Affordable housing, GST Beneficiaries.. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price).

Exit Load — Within 12 months – 1.5% — 2% of Withdrawal Value. After 12 Months — 0.5% or no charge

3) Motilal Oswal-IOP V2

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Smallcap
15.28%
-6.32%
-
-
-4.42 (2018)

Strategy — IOP Strategy is a small and midcap oriented society aimed to identify and invest in emerging businesses having growth potential and economic moat. The portfolio is a play on the Agriculture, Capital Markets, Electricals & Electronics, IT, and Pharmaceuticals sectors and aims to identify the next leaders in respective segments to create long term wealth using a concentrated portfolio of 20 stocks. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price).

Exit Load — Within 12 months – 1.5% — 2% of Withdrawal Value. After 12 Months — 0.5% or no charge 

4) Motilal Oswal- Focused Midcap

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Midcap
-
-
-
-
19.54 (2019)

Strategy — Focused Midcap strategy is an open-ended equity scheme in mainly midcap stocks that aims to generate returns by investing in a portfolio of midcap equity and equity-related instruments, money market instruments, cash and cash equivalents with a maximum of 30 stocks. The Fund may also enter into securities lending or such other transactions, in accordance with the regulations, as may be allowed to Mutual Funds from time to time. The scheme comes with various options to allow investors to customize the scheme according to their needs including SIP set for a periodicity of weekly to annually. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price).

Exit Load — 1% if redeemed on or before 15 days of allotment.  No exit Load after 15 Days 

5) Motilal Oswal- NTDOP

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Multicap
2.36%
-7.46%
-0.45
6.97
14.25 (2007)

Strategy — NTDOP Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion-Dollar GDP growth by focusing on different Multicap stocks with Midcap and Large-cap biased. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth I Longevity I Price).

Exit Load — Within 12 months – 1.5% — 2 % of Withdrawal Value. After 12 Months — 0.5% or no charge

6) Motilal Oswal- IOP

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Smallcap
-3.13%
-11.19%
-9.91%
3.66%
9.34 (2010)

Strategy — IOP Strategy aims to generate long-term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for the next 5-7 years across and which are available at reasonable market prices. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price).

Exit Load — Within 12 months – 1.5% — 2% of Withdrawal Value. After 12 Months — 0.5% or no charge 

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