ASK Emerging Opportunities Fund – Series II – MOTILAL OSWAL

 Launching ASK Emerging Opportunities Fund – Series II? 

? A Cat III Close Ended Long Only Flexi-cap Alternative Investment Fund

? Why ASK Emerging opportunities Fund?

? A Flexicap Portfolio Strategy with a Mid-cap bias.

? During High GDP Growth Environment, Proven Mid sized businesses have delivered significantly better returns for shareholders. 


ASK Emerging Opportunities Fund - Series II



? Benefit of Staggering commitment (over next 6-8months) to capture market volatility. 

? Strong Focus on portfolio research methodology & filtration process. High ROCE & EPS Growth take precedence. 

? Quantitative & Qualitative filters embedded into the strategy. 

?  Investment Strategy

? Aims to capture businesses which are beneficiaries of Structural changes.

Eg: Speciality Chemicals (Driver being China+1, R&D, Cost), 

Manufacturing (Driver being PLI initiative by Govt).

Sunrise industries like Diagnoists, Digitization.

? Flexi-Cap Strategy which offers better risk adjusted returns. 

? Identified Model Portfolio has minimal Stock Overlap with existing strategies in same category. 

? Key Features

?Long Only Equity Strategy with Focus on Capital Appreciation & Capital Preservation.

? 25 stocks Portfolio strategy.

? Focus on Financials, consumers, Speciality Chemicals & Manufacturing which are beneficiaries of the economic shift in India.

Midcap’s identified & invested by ASK in last decade have become today’s Largecap like Bajaj Finance, Bajaj Finserv, Astral, Page Industries, PI Industries to name a few.

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