MOTILAL OSWAL IOP

Small & Mid Cap Portfolio of Next Multi-Bagger Companies.

Key Attributes

Inception Date: 5 Feb 2018

Number of Stocks: 20-25

Fund Manager Name: Manish Sonthalia

Fund Manager Experience: Total Exp – 22 Years, With Motilal – 11 Years

Fund Manager Qualification: Bachelor Degree in Commerce (Hons), ICWAI, CS, MBA Finance, FCA

Fund Manager Qualification: He has authored a paper A Rising Consumer Class on Indian markets, published by the Global World Economic Forum in the year 2010.

Investment Objective

Aims to deliver superior returns by investing in stocks from sectors that can benefit from India’s emerging businesses, predominantly invest in Small and Midcap stocks with a focus on identifying potential winners.

Investment Philosophy

Investment philosophy is centered on BUY RIGHT: SIT TIGHT principle.

• Buy Right is represented by – (QLGP)
“Q” denotes the quality of the business and management
“G” denotes growth in earnings and sustained RoE
“L” denotes longevity of the competitive advantage or economic moat of the business
“P” denotes our approach of buying a good business for a fair price rather than buying a fair business for a good price

• Sit Tight
Buy and Hold: Strictly buy and hold and believe that picking the right business needs skill and holding onto these businesses to enable investors to benefit from the entire growth cycle needs even more skill.
Focus: High conviction portfolios with 25 to 30 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns and add market risk.

Don’t Just Invest. Make an Informed Decision.