Mid to Mega Strategy

Motilal Oswal Asset Management Company Ltd
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
24 December 2019
Min. Investment
₹50,00,000
AUM (Cr.)
₹1962.87
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This Portfolio Management Service (PMS) strategy concentrates on mid-capitalization equities, targeting companies ranked between 101 and 400 by market capitalization. The portfolio is designed to be concentrated, typically holding approximately 15 to 20 carefully selected stocks (currently comprising 12 positions).

Investment Objective

This investment strategy is designed to achieve enhanced returns through capital allocation in nascent Indian enterprises. The primary focus of this strategy is on mid-capitalization equities positioned to leverage robust earnings expansion and favorable business valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -4.12% -0.24% -3.88%
3 MONTHS 3.84% 5.02% -1.18%
6 MONTHS -5.85% 1.63% -7.48%
1 YEAR -8.34% 7.63% -15.97%
2 YEAR 13.29% 11.63% 1.66%
3 YEAR 25.99% 16.39% 9.60%
5 YEAR 18.77% 16.81% 1.96%
SINCE INCEPTION 22.68% 16.96% 5.72%

Calendar Year Performance

Year Return
CY 2025 -8.34%
CY 2024 39.65%
CY 2023 55.82%
CY 2022 -21.35%
CY 2021 48.91%
CY 2020 46.30%

Financial Year Performance

Year Return
FY 26_YTD 9.70%
FY 25 12.56%
FY 24 68.03%
FY 23 -17.96%
FY 22 27.77%
FY 21 101.26%
FY 20 -20.90%

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

Fund Managers

Dhaval Mehta

Fund Manager

Mr. Dhaval Mehta possesses over 14 years of extensive experience in equity research and portfolio management. Previously, he held the position of Portfolio Manager at Aditya Birla Sunlife AMC. In this role, he was responsible for managing assets under management (AUM) exceeding approximately ₹3700 crore and consistently achieved strong performance across diverse market cycles. His prior professional engagements include roles at ASK Investment Managers, Emkay Global Financial Services, Ventura Securities, and Infosys.

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
19.30%
Mid Cap
41.50%
Small Cap
37.10%
Cash & Equivalent
2.10%

Top 5 Holdings

  • Radico Khaitan Ltd 7.23%
  • Polycab India Ltd. 7.03%
  • Hitachi Energy India Ltd. 6.94%
  • Coforge Ltd. 6.71%
  • Navin Fluorine International Ltd. 5.95%

Top 5 Sectors

  • Capital Goods 29.67%
  • Financial Services 19.01%
  • Consumer Durables 9.25%
  • Fast Moving Consumer Goods 7.23%
  • Information Technology 6.71%

Portfolio Characteristics

total number of stocks
21
top 5 stocks percent
33.86%
top 5 sectors percent
71.87%
average market cap
N/A
portfolio age
6 Yrs, 0 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%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

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)