What is the NTDOP by Motilal Oswal?


Motilal Oswal NTDOP is a PMS strategy that is quite popular with HNI Investors, the fund has one of the highest amounts of Assets under Management in the PMS Space. Motilal NTDOP is based on the philosophy that the Indian GDP will gain the Next trillion dollar in GDP quicker than the previous ones and certain businesses will benefit disproportionately from this shift. The portfolio aims to make a basket of such businesses.
NTDOP is based on MOAMC’s inhouse philosophy of QGLP and Buy Right Sit Tight , which is explained as:
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.
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