Motilal Oswal - India Growth Strategy

EQUITY MULTI CAP

+14.98%

1Y annualised returns

+2.98%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Nov '23

Total AUM

₹320.35Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity92.3%

Cash7.7%

Equity market cap split

Small Cap50.9%

Mid Cap36.4%

Large Cap5.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

VA
Vaibhav Agrawal
Fund Manager, Alternate Products
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About

Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management 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 at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.

Experience

Over a decade of experience in investment management and analysis.

Investment philosophy

Specializes in stock picking and generating index-beating returns.

Previously worked at