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    NS Industry Champ

    Uploaded by

    Bull Flair

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    NS Industry Champ

    Uploaded by

    Bull Flair
    13 views2 pages

    Original Title

    NS INDUSTRY CHAMP

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    © © All Rights Reserved

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    PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
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    Download as pdf or txt
    13 views2 pages

    NS Industry Champ

    Uploaded by

    Bull Flair

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    NS INDUSTRY CHAMP

    What is NS INDUSTRY CHAMP?


    Portfolio comprising leaders (top-3 players) of their respective industry and stocks which are showing
    growth in value characteristics with expected higher return ratio.

    Key Features of NS INDUSTRY CHAMP

    Investment in the industry Portfolio will consist Bottom up research Uniquely designed risk
    leaders, Companies with of 10-20 stocks; of business financials, management framework
    good governance practices mostly large-cap. management strategies to generate superior
    and dynamic management and Companies that risk adjusted returns
    team to navigate business have improving/higher
    cycles. return ratio.

    Investment Universe, Process & Strategy


    • Stock selection procedure involving broad process:
    – A combination of fundamental value and quantitative triggers to create a high value portfolio with focus
    to deliver superior risk adjusted returns on absolute, relative and consistent basis.
    – Principle of “Growth in Value” style of investing & principle of linearity i.e– investing in businesses,
    where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple
    expansion, along with earnings growth.

    • Maximum allocation in a stock: • Market Cap Allocation:


    +7% of its weight in benchmark - Large Cap: Max 70% and Min 30%
    - Mid Cap: Max 70% and Min 30%
    - Small Cap: Max 15% and Min 0%

    USP Stratgey Focusing On Investing


    In The Industry Leaders Of Today
    Backed By Quality Management
    Which Are Focussed On Innovation

    Rebalancing Strategy
    • Strictly based on fundamentals
    • If portfolio stocks underperform to respective benchmark for two consecutive swings and
    exhibit higher volatility, those stocks get marked for Sell/Review
    • Corporate governance issue in the company

    For Whom?
    Investors with conservative risk appetite and investment horizon of minimum 3-5 years.

    Basic Details
    NO. OF STOCKS BENCHMARK RISK TIME FRAME
    10-20 Nifty Large Conservative 3-5 years RIA
    and Mid-250
    RIA offered by Narnolia Investment Advisors Pvt. Ltd
    Top Stock Holding

    ICICI Larsen & Bharti HDFC


    Bank Toubro Airtel TCS
    Bank

    SIP LUMP SUM


    Option: Systematic investment on Dates (1,8,18,22) Option: One Time Investment

    Top Up: Investment will be done in LUMP SUM MODE Subscription mode: Upfront Subscription

    Subscription mode: Upfront Subscription Withdrawal: Full or Partial

    Withdrawal: Full

    Charges of NS INDUSTRY CHAMP Subscription

    Upfront Subscription
    RIA Charges : 2% p.a (Chargeable Half Yearly at 1% upfront for 6 months on daily average AUA)
    Brokerage : 0.50% + statutory costs

    How to subscribe to Charges of NS INDUSTRY CHAMP Subscription through MOFSL?

    Step 1: Log in to Motilal Oswal App > Select Intelligent Advisory Portfolio >
    Under investment offerings from the hamburger menu
    Log in to Motilal Oswal Web > Visit www.motilaloswal.com > Login to Trade >
    help me invest > Select Intelligent Advisory Portfolio

    Step 2: Select NS INDUSTRY CHAMP Step 5: Select Subscription Model

    Step 3: Select Start SIP or Lumpsum Step 6: RIA Generates Advice

    Step 4: Complete KYC & Risk profiler Step 7: You give consent & Invest In Portfolio

    View Video

    Scan QR Code to download Motilal Oswal App


    Available on Android & iPhone

    For more information, email us - [email protected]

    Mo�lal Oswal Financial Services Limited (MOFSL)* Member of NSE, BSE, MCX, NCDEX CIN No.: L67190MH2005PLC153397
    Registered Office Address: Mo�lal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-71934263; Website www.mo�laloswal.com.
    Correspondence Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188 1000. Registra�on Nos.: Mo�lal Oswal Financial
    Services Limited (MOFSL)*: INZ000158836. (BSE/NSE/MCX/NCDEX); CDSL and NSDL: IN-DP-16-2015; Research Analyst: INH000000412. AMFI: ARN - 146822; ; Insurance Corporate Agent: CA0579.
    Mo�lal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registra�on No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOFSL. Mo�lal
    Oswal Wealth Management Ltd. (MOWML): PMS (Registra�on No.: INP000004409) is offered through MOWML, which is a group company of MOFSL. • Mo�lal Oswal Financial Services Limited is a
    distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance Products, Investment advisor and IPOs etc . These are not Exchange traded products and the Trading Member is just ac�ng
    as distributor. All disputes with respect to the distribu�on ac�vity would not have access to Exchange Investor Redressal Forum or Arbitra�on mechanism • Research & Advisory services is backed by
    proper research. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before inves�ng. There is no assurance or guarantee of the returns. Details of Compliance
    Officer: Name: Neeraj Agarwal, Email ID: na@mo�laloswal.com, Contact No.:022-40548085.The securi�es quoted are exemplary and are not recommendatory. Brokerage will not exceed SEBI
    prescribed limit. Customer having any query/feedback/ clarifica�on may write to query@mo�laloswal.com. In case of grievances for Securi�es Broking write to grievances@mo�laloswal.com, for DP
    to dpgrievances@mo�laloswal.com.
    Investment in securi�es market are subject to market risks, read all the related documents carefully before inves�ng.
    Intelligent Advisory Por�olios (IAP) is third party product which is offered by SEBI Registered Investment Advisors (RIA). MOFSL is ac�ng as distributor of Investment Advisory services for Narnolia
    Investment Advisors Pvt. Ltd: Registra�on no.INA300005439. This is not Exchange traded product. All disputes with respect to the distribu�on ac�vity, would not have access to Exchange investor
    redressal forum or Arbitra�on mechanism.

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