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Motilal Oswal India Growth PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Motilal Oswal India Growth PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 3.89%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Motilal Oswal India Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

India Growth Strategy

Start Date

01 November 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.220.43 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Vaibhav Agrawal

1 Yr. Return

3.89%

3 Yr. Return

NA

5 Yr. Return

NA

Motilal Oswal India Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

27

Top 5 Stocks%

24.06%

Top 5 Sectors%

76.46%

Portfolio Age

17 Yrs, 8 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Motilal Oswal India Growth PMS Strategy - Cost or Charges

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Motilal Oswal India Growth PMS Investment Approach - Portfolio Composition

Large Cap

30.02%

Mid Cap

41.92%

Small Cap

23.19%

Cash & Equivalent

4.87%

Check out Business Opportunities with Similar Brands

Motilal Oswal India Growth Portfolio Strategy - Top 5 Sectors

Financial Services

20.11%

Consumer Services

4.51%

Telecommunication

4.64%

Capital Goods

34.18%

Consumer Durables

13.02%

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