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.