Product: Motilal Oswal India Opportunities Fund (IOPV2) Strategy

Focus: deliver higher returns by making investments in stocks and sectors that can benefit from India’s emerging businesses.

Concentration: The portfolio typically consists of 15-20 mid cap stocks.

Ideal for: Ideal for investors looking to invest in small and mid cap stocks for higher than average growth.

Note: Not more than 10-12% of portfolio is invested in a single stock

PMS Allocation (as of end March 2018):

  • Mid Caps: 92.35%
  • Small Caps: 6.51%
  • Weighted Average Market Cap – Rs. 9,354.22 Cr.

Motilal Oswal IOP V2 – Top Sectoral Allocation

Motilal-Oswal-India-Opportunities-Fund

Current Holdings as of March 2018

Below allocations were created at the end of the first week in February:

Company % Holdings
Cholamandalam Investment And Finance 7.11%
Coffee Day Enterprises 6.84%
Sundaram Fasteners 6.84%
Avanti Feeds 6.64%
Godrej Agrovet 6.59%
Gruh Finance 6.03%
Century PlyboardsIndia 5.92%
JK Lakshmi Cement 5.86%
Sobha 5.72%
J M Financial 5.54%
HEG 5.34%
Bajaj Electricals 5.32%
Ipca Lab 5.02%
CDSL 4.76%
Bata India 2.96%
Cochin Shipyard 2.96%
Essel Propac 2.90%
Kei Industries 2.79%
Accelya Kale Solutions 1.86%
Shalby 1.86%

Motilal Oswal India Opportunities Fund V2 Strategy – Buy and Hold Approach

In IOPV2, the investment strategy is to buy growth stocks across market capitalization which has the potential to grow at 1.5 times the nominal GDP for next 5-7 years. PMS – BUY & HOLD strategy will lead to less churning of portfolio thereby lowering costs and enhancing post-tax returns for investors.

Previous Price Performance of Stocks Currently Held in Motilal Oswal India Opportunities Fund V2

Company CMP 1 year return 3 year return
Cholamandalam Investment And Finance 1496.8 51% 174%
Coffee Day Enterprises 306.05 31%
Sundaram Fasteners 565.2 50% 233%
Avanti Feeds 2207.2 215% 618%
Godrej Agrovet 645.5 8%
Gruh Finance 558 50% 128%
Century PlyboardsIndia 322.7 33% 42%
JK Lakshmi Cement 463 6% 30%
Sobha 506 40% 32%
J M Financial 131.3 63% 194%
HEG 3189.5 1361% 1434%
Bajaj Electricals 574.5 84% 170%
Ipca Lab 665.8 15% 3%
CDSL 286.25 9%
Bata India 744.4 37% 29%
Cochin Shipyard 491.2 -6%
Essel Propac 239.15 1% 101%
Kei Industries 381 117% 570%
Accelya Kale Solutions 1315.95 -8% 45%
Shalby 204.8 -14%

FOR BENEFITS OF INVESTING IN PMS SCHEMES CALL – +91 8368931743.

In general, It is Impossible to save on the management fee (of~ 2.5%) by purchasing disclosed portfolio stocks on your own. Typically, by the time the fund makes a disclosure of the stocks they are holding, these stocks have already run up by well over 5-10%. Naturally, the fund manager wants you buy it on your own to take the prices higher after he purchases.

LOOKING TO INVEST IN THIS SCHEME?

Here’s 3 benefits of investing in this scheme through us:

[2] We don’t charge a 2.00% upfront fee for this scheme (or for any other PMS scheme) which helps the investors get maximum upside.

[3] Your Commission Structure/Management fee and all other expenses will remain same or will be lower – CALL US TO CHECK!

[4] We will also give in a free subscription to our website.

TAGGED UNDER: PMS SCHEMES