Download App
Strategy Construct
Investment Horizon:
Medium to Long term 3 Years +
Allocations - Market Capitalisation
Large Caps: 17.03 % Mid Caps: 29.69 % Small Caps: 51.30 %
Number of Stocks:
33 stocks
For Whom
Investors who like to invest with a Long-term wealth creation view.
Scrip Allocation:
Not more than 10% in a stock at the time of ideation
Sector Allocation Limit
35% in a sector
Investment Philosophy
Focus on Return on Net Worth
Companies which are likely to earn 20-25 % on its net worth going forward.
Balance between growth and value
QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price
Focused Strategy Construct
The strategy should not consist of more than 30 stocks
Margin of safety
To purchase a piece of great business at a fraction of its true value.
Bottom Up Approach
To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.
Long-term investment View
Strongly believe that Money is made by investing for the long term
Performance
Data as on 30-09-2025
*Since inception, Motilal Oswal India Growth Fund has delivered a CAGR of 18.1672% vs. returns of 18.0729%
Outperformance of 0.09% (CAGR)
*Strategy Inception Date: 01-11-2023. NA
For the relative performance of a particular Investment Approach to other Portfolio Managers within the selected strategy, please refer APMI website click here.Under PMS Provider Name, please select Motilal Oswal Asset Management Company and select your Investment Approach Name for viewing the stated disclosure. The data for the previous month is usually available on the APMI portal on or after the 7th business day of the current month.
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-8-2025
Fund Manager
Vaibhav Agrawal
(CIO & Fund Manager - PMS & AIF (Alternates))
Mr. Vaibhav Agrawal is currently managing approx 10000 Crs AUM at Motilal Oswal Asset Management Co. Ltd. across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst in CRISIL and investment analyst in Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Other funds managed by him
- Motilal Oswal Next Trillion Dollar Opportunity
- Motilal Oswal Value Migration Strategy
- Motilal Oswal Founders Portfolio
Motilal Oswal Asset Management Company
Download Our App
Follow Us On
PMS
Tools & Services
Contact your Financial Advisor to know more about the scheme. PMS is made via private placement only. Investment in securities are subject to market and other risks. Achievement of stated objectives are also subject to market risk. The scheme does not guarantee either of the above. Please read the Private Placement Memorandum carefully before investing.