What should you know about the MOTILAL OSWAL India Opportunity (IOP) PMS?

As a sub-broking unit, MOTILAL OSWAL India Opportunity (IOP) PMS was established in 1987 with just 2 employees and a primary focus on putting the customer's needs before anything else. The financial products and services that Motilal offers now include private wealth management, retail, and institutional brokerage, asset management, investment banking, private equity, commodity trading, currency trading, home financing, etc. Mutual funds are the only option if you're worried about achieving your long-term financial goals. Currently, they rank among the best investments a person can make. They not only provide portfolio diversification, but they also give you several chances to advance and accumulate riches.

 

Opportunity funds: what are they?

Opportunity funds are just a subset of mutual funds that buy stocks of businesses with strong potential for growth with the money collected from investors.

Then again, how are businesses identified as having strong growth potential? The manager of the mutual fund enters the picture at this point. As you may already be aware, all actively managed mutual funds have a mutual fund manager in charge of making important decisions for the fund. To identify the businesses with the highest potential for future growth, they conduct an in-depth analysis of numerous organizations' fundamental and technological aspects. Opportunity funds' main goals are to enhance the potential for wealth creation and provide investors with outperformance returns. Additionally, there are no limitations on the kind of businesses or markets in which opportunity funds can participate. Opportunity funds typically invest in businesses that operate in various industries and have various market capitalizations.

How can I buy opportunity funds?

Now that you are familiar with their definition let's quickly look at how to invest in opportunity funds.

You would need to open a trading account and a demat account first.

- Once you've opened one, you must sign in to your stockbroker's trading site.

- After that, go to the area for mutual funds.

- There, you may view the different opportunity funds, their stock portfolios, and their performance.

- Decide on one that meets your demands and specifications, then begin investing.

Motilal Oswal's India Opportunities Portfolio's investment philosophy (IOP)

 

• By investing in a concentrated portfolio of high-growth small and mid-cap firms with the potential to grow more than the nominal GDP for the next 5-7 years and accessible at fair market prices, Motilal's India Opportunity Portfolio seeks to provide long-term capital appreciation.
• QGLP Framework Motilal's investment philosophy is to make long-term investments in reputable businesses that satisfy their QGLP investment requirements. They have maintained this approach for over 20 years with little style shift.

 

QGLP Framework:

 

• Stable organizations with a strong preference for customer-facing operations, tremendous business opportunities, and long-lasting competitive advantages are the best—companies with effective management.
• Earnings growth is driven by operating and financial leverage, pricing and volume increase, and mix change.
• Longevity (of Quality and Growth): Determined by the business's long-term relevance, the length of its time of competitive advantage, and the maintenance of its growth momentum
• The price is fair given the quality and development possibilities and has a large margin of safety.
• Motilal seeks to Sit Tight once they have found equities that satisfy their stringent QGLP criteria (by following a long-term buy-and-hold approach in concentrated stock portfolios.)

 

The goal of MOTILAL OSWAL India Opportunity (IOP) PMS' India Opportunity Portfolio Strategy is to generate long-term capital appreciation by building a focused portfolio of high-growth equities and choosing those that have the potential to increase in value over the next 5-7 years while still trading at fair market value.

All The Information On White Oak India Top 200 PMS You Always Wanted To Know

White Oak India Top 200 PMS, The investment team at Top 200 PMS is one of the best-resourced teams, with several specialists with extensive backgrounds in managing investment assets domestically and internationally. One of the year's most intriguing new fund releases is White Oak Capital's Flexi Cap NFO. While you can perform your due diligence to determine whether the fund is a good fit for your portfolio, we thought this would be a good opportunity to discuss the firm managing your funds. The information you require about White Oak Capital Group is provided below.

What Is Basic?

In 2017, Prashant Khemka formed White Oak Capital Group. Khemka, who joined Goldman Sachs Asset Management (GSAM) in the US Equity Growth team in 2000, has had a distinguished career spanning more than two decades. He is currently the CIO and heads PM of both India and Global Emerging Markets. White Oak now has an AUM of over USD 5.0 billion (INR 40,000 crore), with offices in India, Mauritius, Singapore, Switzerland, and the UK. Prashant is also rated AAA by Citywire based on three-year risk-adjusted performance across all funds he manages, dating to May 31, 2022. It launched products for both onshore and offshore investors after receiving SEBI registration for PMS and consulting services in October 2017, including the first onshore PMS in April 2019. Before releasing its first equity fund, the Whiteoak Capital Flexi Cap Fund, which is presently open for subscription, the company also purchased YES Asset Management in November 2021.

The Vital Information

The investment team at White Oak is one of the best-resourced teams, with many individuals with extensive backgrounds in managing investment assets domestically and internationally. White Oak stands out due to its exceptional history and proven track record in investment management and performance.

The Investment Foundation

To create a performance-centric company with a strong investing culture, Prashant created White Oak Capital Management in June 2017. These four pillars—team, philosophy, process, and portfolio construction—mutually support each other. Instead of placing a macro bet, the strategy is based on stock selection. Along with it, White Oak employs some top stock pickers who use a tried-and-true method that has been refined over the past 20 years. From a risk management standpoint, the team also stays away from top-down bets and ensures that stock selection is the only factor in success.

The team believes that investors may generate outsized profits by making long-term investments in excellent companies at reasonable prices. Instead of relying on macro, it is a stock selection-based strategy for investing in companies. Business and valuation are the philosophy's two most important components. The group invests in businesses that offer the most appealing fusions of these two components. The team believed that a company needed to have these three qualities to be great:

1. Higher returns on more capital

2. Scalable 

3. Effectively managed in terms of governance and execution

The underlying tenet of White Oak India's Top 200 PMS is that exceptional returns can be attained over time by investing in outstanding companies at reasonable prices. Our definition of a great business is well-managed, scalable, and produces higher returns on additional capital. The valuation appeals when the current market price is significantly below the underlying value.

Learn more about the Stallion Asset Core Fund

One PMS is all that Stallion Asset Core Fund has. The approach is called Stallion Asset Core Portfolio, and its goal is to make investors wealthy by producing as much alpha as possible. The founder of Stallion PMS, Mr. Amit Jeswani, believes that every bull run has a leader and that the leader of one bull run may not be the leader of another. He also believes that every bull run has a flair for producing a leader. The goal of Stallion PMS is to invest in the bull run's leader every one to three years. Companies lead bull runs with strong earnings momentum. The Stallion Asset Core PMS seeks to invest in businesses with earnings growth close to 20% sustainable over the next three to five years. 

Portfolio Building

The core goal of the Stallion Core Portfolio is to acquire businesses that meet the strict growth requirements at Reasonable Prices. The Stallion PMS has a "Buy & Rotate" strategy and focuses on four sectors. Growth investment is practiced by Stallion Asset PMS, a multi-cap PMS. Stocks that have reached 52-week highs are preferred over those that have reached 52-week lows by Stallion PMS. 40% of the Stallion PMS portfolio's weight is allocated to Core Stocks, 40%–50% to Trends, and the remaining portion is allocated to Special Situations.

Put the 4M's first

• Market Leadership
• Management
• Market Opportunity
• Margin of Safety

Market leadership: In business, there is nothing worse than the competition; the only requirement for every successful business.

Every Business Begins with a Problem to be Solved! Making sure a large business is ethical is essential to its long-term success.

The one person capable of resolving the issue.

Market Opportunity: The Size of Opportunity is the cornerstone of significant wealth development.

Described, it refers to the rate and length of a business's rise in earnings.

We invest in businesses that serve markets that are sizable enough for our investment to increase by 4-5 times. Without the necessity for competition.

 

Here are the FAQs

• What can you anticipate from the Stallion Asset Core Fund PMS?

The Stallion Asset Core Fund is the company's flagship investment vehicle. It is a growth-oriented, long-only equity fund that focuses on investing in the industries that will be hot commodities in the coming market cycles. Our primary focus is locating high-caliber, expanding companies that will both be leaders in their respective markets tomorrow and today. We want to help you compound your money at 18 to 25 percent CAGR for the next ten years, balancing wealth generation and asset preservation. The fund primarily invests in the consumer, pharmaceutical, financial, and technology sectors. The total portfolio, which consists of 15 to 25 stocks, aims to produce strong risk-adjusted returns across a bull and down market cycle.

 

• Who is a Stallion Asset Core Fund PMS investor?

The fund is appropriate for anyone wishing to invest in high-quality, developing secular firms with a primary focus on wealth generation and preservation and a minimum time horizon of three to five years. The fund aims to produce sustainable alpha above the benchmark index despite having a portfolio beta lower than the benchmark, resulting in reduced overall portfolio volatility. Investors who want to take advantage of the market opportunity as we transition from a 3 trillion dollar economy to a 6 trillion dollar economy and who are looking to support companies with secular growth in earnings, leaders or market leaders, and companies backed by outstanding promoters.

The goal of Stallion Asset Core Fund is to invest in the bull run's leader every one to three years. Companies lead bull runs with strong earnings momentum. The Stallion Asset Core PMS seeks to invest in businesses with earnings growth close to 20% sustainable over the next three to five years. The Stallion PMS has regularly outperformed the market and has been recognized with Awards for the past three years (in 2020, 2021, and 2022) based on the format of risk-adjusted returns, which we organized in collaboration with IIM-A.