o3 Capital Core Value Strategy – Concentrated Option PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.
The o3 Capital Core Value Strategy – Concentrated Option PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.
It falls under the Multi Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.646.1 Crore.
Over the last 1 year, it delivered a strong return of 30.63%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.
o3 Capital Core Value Strategy - Concentrated Option PMS Strategy or Investment Approach - PMS Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
o3 Capital Core Value Strategy - Concentrated Option Portfolio Management Strategy - Portfolio Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
o3 Capital Core Value Strategy - Concentrated Option PMS Strategy - Cost or Charges
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Exit Load 1st Year
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o3 Capital Core Value Strategy - Concentrated Option PMS Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
Check out Business Opportunities with Similar Brands
o3 Capital Core Value Strategy - Concentrated Option Portfolio Strategy - Top 5 Sectors
Banks
Industrial Products
Retailing
Non Banking Financial Company (NBFC)
Services