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Motilal Oswal NTDOP PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Motilal Oswal NTDOP 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 & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.4421.02 Cr.

Over the last 1 year, it delivered a strong return of -0.47%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Motilal Oswal NTDOP PMS Strategy or Investment Approach - PMS Details

Strategy Name

NTDOP

Start Date

03 August 2007

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.4421.02 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Vaibhav Agrawal

1 Yr. Return

-0.47%

3 Yr. Return

13.46%

5 Yr. Return

8.88%

Motilal Oswal NTDOP Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

27

Top 5 Stocks%

21.91%

Top 5 Sectors%

73.46%

Portfolio Age

18 Yrs, 10 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Motilal Oswal NTDOP PMS Strategy - Cost or Charges

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Motilal Oswal NTDOP PMS Investment Approach - Portfolio Composition

Large Cap

16.15%

Mid Cap

43.09%

Small Cap

36.59%

Cash & Equivalent

4.17%

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Motilal Oswal NTDOP Portfolio Strategy - Top 5 Sectors

Healthcare

13.12%

Automobile and Auto Components

8.16%

Information Technology

13.40%

Capital Goods

28.66%

Consumer Durables

23.15%

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