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Motilal Oswal Mid-to-Mega Strategy
The Portfolio Construct
- Primary Investment universe – 101-400 stock as per market capitalisation with some allocation in Large Caps to be measured by weighted average market cap at the portfolio level
- Maintaining Positions in companies with relatively less/low leverage
- Lower Turnover explains higher conviction in the portfolio and ensures better tax rates
- Identifying Multi-baggers—Identifying potential multi-baggers across the broader markets
- Sector agnostic—little or no allocation to Commodities and global cyclicals
MC-Bands
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Market Cap Breakup
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Discipline Over Discretion
- Allocation to be a function of convictions on companies and not necessarily dependent on price
- Maintain active targets of profits and prices on stocks with 1, 2 and 3 years view
- Mismatch of price and timelines should lead to action on folio on both sides i.e. selling and buying
- Regular trimming of positions if price targets run ahead of timelines
- Regular addition of positions if profits are in line/ahead of times and stock prices are not responding.
Resilient Portfolios for Changing Markets
Markets shift fast, but resilience keeps you grounded. At AltPort, portfolios are crafted to sustain momentum through cycles. If you want an investment that holds strong—without losing growth potential—we’re here to support your journey.
