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The Zen of Investing
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12
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Years
The Value Strategy aims to benefit from the Long term compounding effect on investments done in good businesses, run
by great business managers for superior wealth creation.
The Strategy has the investment style of buying Undervalued stock & Sell overvalued stocks, irrespective of Index
Movements.
Money multiplied by 19.57 times in just 12 years.
th
Rs 1 Cr invested in Value PMS in March 2003 is worth Rs. 19.57 Crs vs. 8.40 Crs in CNX Nifty as on 30 March 2015
Since its inception, Value Strategy has delivered annualized returns of 28.07% vs. CNX Nifty returns of 19.36%, an
outperformance of 8.71% (CAGR).
Performance Snapshot
Top 5 Holdings in Value Strategy
60.00
Sr. No.
Scrip Name
(%) Holdings
1
Eicher Motors
14.52
2
Sun Pharmaceuticals
11.91
3
Bosch
9.50
4
HDFC Bank
9.21
5
Tech Mahindra
8.26
60.42
Value PMS
50.00
40.00
30.00
CNX Nifty Index
39.13
28.07
26.83
22.25
20.00
24.73
17.05
19.36
19.21
16.97
9.88
10.00
10.04
Data as on: 30th April 2015
0.00
1 Year
Data as on : 30th March 2015
2 Year
3 Year
4 Year
5 Year
Since Inception
*Inception Date: 24th March 2003
Call: 1800-200-6626
Website: www.motilaloswalmf.com
The Above strategy returns are of a Model Client, returns of individual clients may differ depending on time of entry in the Strategy. Past performance may or
may not be sustained in future and should not be used as a basis for comparison with other investments. Returns below 1 year are absolute and above 1 year are
annualized. Strategy returns shown above are post fees & expenses.