MotilalOswal NTDOP PMS
Diversified Portfolio of Best Companies from
Sectors That Stand To Contribute Most to Next Trillion GDP
Key Attributes
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Inception Date: 05 Dec 2007
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Number of Stocks: 26
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Fund Manager Name: Manish Sonthalia
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Fund Manager Experience: Total Exp – 22
Years, With Motilal – 11 Years
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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
Motilal NDTOP aims to deliver
superior returns by investing in different multi-cap stocks of companies from
sectors that can benefit from the Next Trillion-Dollar GDP growth.
Investment Philosophy
Investment philosophy of Motilal NDTOP is centred 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
“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.
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.
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