Product Labeling - Motilal Oswal
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Product Labeling
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Our investment philosophy ? `Buy Right: Sit Tight'
A philosophy distilled from over 25 years of wealth creation expertise of Motilal Oswal Securities Ltd ( Our Sponsors)
Buy Right Stock Characteristics
Sit Tight Approach
QGLP
`Q'uality : Quality of business and management
`G'rowth : Growth in earnings and sustained RoE
`L'ongevity : Longevity of the competitive advantage /economic moat of the business
`P'rice : Buying a good business for a fair price rather than buying a fair business for a good price.
Buy and Hold: We are strictly buy and hold investors and believe that picking the right business needs skill and holding onto these business to enable our investors to benefit from the entire growth cycle, needs even more skill.
Focus: Our portfolios are high conviction portfolios with 20 to 25 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns for our investors and adding market risk.
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About Motilal Oswal Value Index in "BUY" Zone
160
NIFTY MOVI Value (LHS)
140 Sell Zone
120
100
80
60
40
20
0
NIFTY MOVI 90DMA (LHS)
Nifty 50 (RHS)
10,000 9,000
8,000
7,000
6,000
5,000
4,000
3,000
Buy Zone 2,000
1,000
0
Jan-99 May-99 Oct-99 Mar-00 Aug-00 Jan-01 Jun-01 Nov-01 Apr-02 Sep-02 Feb-03
Jul-03 Dec-03 May-04 Oct-04 Feb-05 Jul-05 Dec-05 May-06 Oct-06 Mar-07 Aug-07 Jan-08 Jun-08 Nov-08 Apr-09 Sep-09 Feb-10 Jul-10 Nov-10 Apr-11 Sep-11 Feb-12 Jul-12 Dec-12 May-13 Oct-13 Mar-14 Aug-14 Jan-15 Jun-15 Nov-15 Apr-16
Source: India Index Services and Products Ltd (IISL), MOAMC Internal Analysis. Data as on 30th April 2016. Inception date of MOVI is 1st January, 1999. Allocation matrix is based on the 90 Day Moving Average of NIFTY MOVI. Past Performance may or may not be sustained in future.
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MOVI Return Matrix
Historical analysis from 1st January, 1999 shows that if an investor invests in equities when NIFTY MOVI levels are low, his or her investments is most likely to post good returns. Please refer to the table below.
Return/Time Period Matrix ................
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