Motilal NTDOP PMS


NTDOP Portfolio Management Service of Motilal Oswal invests in companies which are likely to earn 20-25 % on its net worth going forward. Motilal Oswal PMS invests with a margin of safety and purchases a piece of great business at a fraction of its true value. MotilalNTDOP 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”. It follows a Focused portfolio strategy and the portfolio consists of up to 25 stocks. 

In his words of Mr Manish Sonthalia, Head of PMS, at Motilal Oswal Asset Management during the latest Webinar organised by PMS AIF WORLD on 13th Sep 2019, Motilal Next Trillion-Dollar Opportunities Portfolio (NTDOP) is a stable portfolio of unleveraged businesses. Mr Manish Sonthalia mentioned, “Our philosophy is to play on operating leverage”. 

The portfolio comprises of good businesses. We have held most companies for many years and have seen ups and downs in the past as well. 

These companies have delivered in the long term. We continue to hold as there is a conviction. Businesses do not travel in a straight line; one has to take a long-term view. Buying decent businesses and holding on to them for the long term is what we believe in. It’s more about the longevity of growth; the terminal value of the business and not 1 or 2 years of growth. Expected earnings growth of companies in NTDOP PMS can be seen in the vicinity of 18-20%.




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