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Zerodha (Trading & Demat Account)
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Published on Saturday, February 2, 2019 by Chittorgarh.com Team | Modified on Monday, July 18, 2022
Motilal Oswal Account Opening
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Portfolio Management Services (PMS) is one of the key offerings of Motilal Oswal Securities Limited. The investment solutions provided under PMS is created to suit the requirements of High Net Worth Individuals or Institutions. In this article, we will look at the Motilal Oswal PMS services, understand its features and benefits, etc.
Motilal Oswal is a full-service broker and financial services company. It has been in the business for over 3 decades and has a 10,00,000+ client base. The company provides brokerage services in Equity, Currency, Commodity, and Derivatives. In addition, it also offers services in Mutual Funds, IPOs, Insurance, and Fixed Income Products.
Motilal Oswal provides solid research and advisory services to its customers. The company has dedicated teams for large-cap, mid-cap and technical analysis. It spends as high as 10% of its revenue in equity research. The research team has published over 30,000 reports across 21 sectors.
Motilal Oswal PMS is widely recognized among HNI investors and has a strong track record of beating market returns. As of 31st December 2018, the services are availed by over 41,078 HNI investors with over Rs 15,390 crores of AUM (Asset Under Management).
Motilal Oswal PMS (Portfolio Management Service) is a tailor-made service wherein expert professionals from the company create an investment portfolio for you to invest. The portfolio is built as per your investment objectives and risk appetite. It is created using all available financial instruments like stocks, mutual funds, and debt instruments. The goal is to maximize returns and minimize risks. The service is available for individuals as well as institutions.
Motilal Oswal offers different types of PMS products to suit the varied requirements and objectives of the investors.
It is a flagship PMS product from the company. The Motilal Oswal Value Strategy PMS comprises of only large-cap companies and is aimed at creating consistent and stable returns. There are 22 stocks in the portfolio currently. The strategy has consistently outperformed the benchmark across market cycles over a 14 year period.
The Motilal Oswal Value PMS Returns is provided in the table below:
|
Returns (CAGR) |
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|---|---|
|
1 Year |
24.8% |
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2 Years |
5.6% |
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3 Year |
9.4% |
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5 Year |
9.4% |
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10 Years |
13% |
The Motilal Oswal NTDOP PMS comprises of multi-cap stocks. It is created around a theme of 'next trillion dollar GDP growth opportunity'. The focus is on investing in emerging businesses and sectors. It consists of 26 stocks currently.
The Motilal Oswal NTDOP PMS Returns is provided in the table below
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Returns (CAGR) |
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|---|---|
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1 Year |
8.2% |
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2 Years |
1.4% |
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3 Year |
6.94% |
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5 Year |
16.2% |
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10 Years |
21.2% |
Motilal Oswal IOP PMS strategy is targeted towards long-term appreciation. The strategy is to create a focused portfolio of stocks with the potential to grow more than the nominal GDP for the next 5 to 7 years.
The Motilal Oswal IOP PMS Returns is provided in the table below
|
Returns (CAGR) |
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|---|---|
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1 Year |
-0.7% |
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2 Years |
-13.3% |
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3 Year |
-2.9% |
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5 Year |
8.7% |
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Since Inception |
10.9% |
The Motilal Oswal IOP V2 strategy is designed to generate high returns by investing in sectors that can benefit from India's emerging businesses. The PMS invests majorly in midcap and smallcap stocks which promise higher than average growth.
The Motilal Oswal IOP V2 PMS Returns is provided in the table below
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Returns (CAGR) |
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|---|---|
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1 Month |
4.3% |
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3 Months |
9.5% |
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6 Months |
-7.7% |
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9 Months |
-0.2% |
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1 Year |
-6.0% |
The Motilal Oswal Business Opportunities Strategy is designed to achieve long term capital appreciation investing in equity & equity related across market capitalization. It predominantly invests in emerging themes like affordable housing, GST and value migration from PSU banks to Private Sector Banks.
The Motilal Oswal BOS PMS Returns is provided in the table below
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Returns (CAGR) |
|
|---|---|
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1 Month |
4.9% |
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3 Months |
18.9% |
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6 Months |
14.7% |
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9 Months |
21.3% |
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1 Year |
28.1% |
This is a limited-time offer. Simply Open your FREE Demat Account in 5 Minutes.
You need a minimum of Rs 25 lacs (a combination of cash and stocks) to open an account. The minimum top-up amount in an account is Rs 50,000. You can also use the securities/shares held in your Demat account currently to make the investment in PMS Account. The securities need to be liquidated and the total amount should be Rs 25,00,000.
All Indian nationals, HUFs, an association of persons, limited companies and NRIs can avail the PMS services. NRIs need to open a PIS Account to invest in the PMS scheme.
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