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India Growth Strategy

Motilal Oswal Asset Management Company Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 November 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹282.32
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

**Investment Strategy Focus:** This investment approach identifies companies projected to achieve a return on equity of 20-25% in the future. The QGLP framework guides stock selection, emphasizing Quality, Growth, Longevity, and Price. **Portfolio Construction:** The portfolio will be concentrated, comprising a maximum of 30 strategically selected stocks. **Investment Philosophy:** The core tenet is to acquire stakes in fundamentally sound businesses at a significant discount to their intrinsic value. This strategy aims to unearth potential long-term wealth creators by conducting in-depth analysis of individual companies and evaluating the capabilities of their management teams.

Investment Objective

This investment strategy is designed to achieve superior wealth creation by capitalizing on the long-term compounding benefits derived from investing in fundamentally strong businesses led by exceptional management teams.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.08% -0.24% -1.84%
3 MONTHS 4.39% 5.02% -0.63%
6 MONTHS -1.24% 1.63% -2.87%
1 YEAR -9.38% 7.63% -17.01%
2 YEAR 12.90% 11.63% 1.27%
SINCE INCEPTION 18.23% 18.39% -0.16%

Calendar Year Performance

Year Return
CY 2025 -9.38%
CY 2024 40.19%

Financial Year Performance

Year Return
FY 26_YTD 13.68%
FY 25 8.95%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Vaibhav Agrawal

CIO - Alternates & Fund Manager

Vaibhav Agrawal oversees approximately ₹10,000 crore in Assets Under Management (AUM) at Motilal Oswal Asset Management, specifically within their alternative investment strategies. His prior experience includes managing a proprietary Portfolio Management Service (PMS) and possesses over ten years of demonstrated expertise in equity selection and achieving alpha generation. His professional background encompasses roles as a ratings analyst at CRISIL and an investment analyst at Motilal Oswal Asset Management. He holds a Bachelor of Science in Computer Science from the University of Pennsylvania and a Master of Business Administration from the London Business School.

Portfolio Details

Portfolio Composition

Large Cap
5.60%
Mid Cap
48.80%
Small Cap
43.60%
Cash & Equivalent
2.00%

Top 5 Holdings

  • Piramal Finance Ltd. 5.84%
  • Multi Commodity Exchange of India Ltd. 5.31%
  • PG Electroplast Ltd. 4.99%
  • Pricol Ltd. 4.54%
  • IDFC First Bank Ltd. 4.17%

Top 5 Sectors

  • Financial Services 29.29%
  • Capital Goods 28.31%
  • Consumer Durables 11.63%
  • Automobile and Auto Components 6.90%
  • Healthcare 4.40%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
24.85%
top 5 sectors percent
80.53%
average market cap
N/A
portfolio age
2 Yrs, 1 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: 8.00%

Profit Sharing: 20% Profit Sharing Over 8% Hurdle Rate

Exit Load

Year 1: 2%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)