APMI

Motilal Oswal Hockey Stick Mini Cap Portfolio

Investment Approach Details

₹9.67

(AUM CR)

PMS Provider Name

Motilal Oswal Asset Management Company Limited - Portfolio Managers

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

29/08/2024

Age

2 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Stocks will be selected on Hockey-Stick Return (HSR) investment strategy. Based on the section titled â??Hockey Stick Returns: The Power of Economic Profitâ?? of the Motilal Oswal 28th Annual Wealth Creation Study, Hockey-Stick returns refers to a sharp and sustained rise in the price of a stock. This leads to a hockey-stick formation of the price chart, translating into handsome returns for the stockholders. One key metric for identifying such stocks is through Economic Profit Power Curve. Economic Profit is defined as the product of Net Worth multiplied by spread between Return of Equity (RoE) and Cost of Equity (CoE). Significant market-beating performance happens when companies move up the Economic Profit Power Curve Quintiles. One significant observation is that on average, almost all market-beating returns happen when companies end up in Quintiles 1 and 2, no matter what the starting Quintile is. The conclusive and actionable observation is that it pays to start from Quintiles 2 and 3. Any up move will lead to high returns. The strategy aims to identify such stocks in the portfolio.

Fund Manager Details


Prateek Agrawal
Work Exp. NA
Email ID prateek.agrawal@motilaloswal.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

1.75

1 Year Turnover

NA