MOTILAL OSWAL
GROWTH ANCHORS
January 2025 (Data as on 31st December 2024) FUND SERIES IV
Inception date - 9th August 2024
Investment Approach
Strategy Name: Motilal Oswal Growth Anchors Fund Series IV
Fund Characteristics: The Fund shall invest using our core investment philosophy of QGLP,
reinforced by robust risk management processes. This shall drive the creation of high
quality, high growth portfolios. The investment objective of the Fund is to achieve long term
capital appreciation by primarily investing in equity & equity related instruments across
market capitalization. The fund is a sector agnostic fund.
Key Features & Portfolio Attributes
Fund Manager: Vaibhav Agrawal,
No. of Stocks: 23
Abhishek Anand, Dhaval Mehta
Benchmark: BSE 500 Maturity Date: 08th August, 2030
Portfolio Actions In Last 1 Month
Companies Added: NA
Companies Exited: NA
THINK EQUITY. THINK MOTILAL OSWAL.
Investment in Securities is subject to market and other risks and there is no assurance or guarantee that the objectives of any of the Schemes of Alternative
Investment Funds will be achieved Please read Private Placement Memorandum of the Scheme carefully.
Market Cap Break-up
17.4
Large Cap
70.1
Founders IV
43.2
BSE 500 Mid Cap
18.8
39.5
Small Cap
11.1
Risk Ratios Market Capitalization
Standard Standard Deviation Median Market Weighted Market
Beta
Deviation- Fund - Benchmark Cap (INR Cr.) Cap (INR Cr.)
15.4% 10.2% 0.10 47,410.0 71,340.1
Portfolio & Sectoral Allocation
Top 15 Holdings (%) Holding Top 10 Sector Breakup (%)
Zomato Ltd. 6.6
39.4
Zen Technologies Ltd. 5.6
Radico Khaitan Ltd. 5.4
Kalyan Jewellers India Ltd. 5.2
Premier Energies Ltd. 5.0
14.5
Amber Enterprises India Ltd. 5.0
10.5
7.3
6.5
5.4
Kaynes Technology India Ltd. 4.8
4.2
3.6
3.7
3.1
PTC Industries Ltd. 4.7
Capital Goods
Consumer Durables
Realty
Chemicals
Fast Moving Consumer Goods
Finance
Capital Markets
Information Technology
Automobile and Auto Components
Consumer Services
Suzlon Energy Ltd 4.6
Dixon Technologies India Ltd. 4.4
Apar Industries Ltd 4.4
Piramal Enterprises Ltd. 4.2
Trent Ltd. 4.0
Prestige Estates Projects Ltd. 3.8
Inox Wind Ltd. 3.8
*Returns are calculated basis the cash flow method for relevant classes. Returns are pre tax, post fees and expenses. Past performance may or may not be sustained in
future. Market Cap Graph Excludes Cash. ^Commitment Raised is considered since 100% drawdown is not yet called.
Performance
Fund Name FYTD CYTD 1M 3M 6M 1YR 2YR 3YR SI
Motilal Oswal Growth
NA NA 4.6 2.4 NA NA NA NA 11.8
Anchors Fund Series IV
BSE 500 NA NA -1.5 -7.9 NA NA NA NA -1.9
Inception Date:9th August, 2024. Data as of December 31, 2024. Returns are calculated on a post-expenses, pre-carry, and pre-tax basis.
Disclaimers and Risk Factors
The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms and
conditions. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment
strategy and should not be construed as investment advice to any party MOAMC does not take the responsibility for the authenticity of the
above information/news/data. The statements contained herein may include statements of future expectations and other forward looking
statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause
actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully
responsible / liable for any decision taken on the basis of this document and make their own investigation and seek appropriate professional
advice. Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of
the schemes of the Alternative Investment Fund will be achieved. Past performance of the Investment Manager does not indicate the future
performance of any of the strategies. Distribution Restrictions - This material should not be circulated in countries where restrictions exist
on soliciting business from potential clients residing in such countries. Recipients of this material should inform themselves about and
observe any such restrictions. Recipients shall be solely liable for any liability incurred by them in this regard and will indemnify MOAMC for
any liability it may incur in this respect. This document is not for public distribution and has been furnished solely for information and must
not be reproduced or redistributed to any other person. Persons into whose possession this document may come are required to observe
these restrictions. Investment in Securities is subject to market and other risks and there is no assurance or guarantee that the objectives of
any of the Schemes of Alternative Investment Funds will be achieved. Please read Private Placement Memorandum of the Scheme carefully
In case of any further information, please write back to us at amc@[Link]
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