Motilal Oswal - Mid to Mega strategy

EQUITY MID & SMALL CAP

Aims to deliver superior returns by investing in stocks of India’s emerging businesses.

+23.51%

3Y annualised returns

+11.88%

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

Launch date

24 Dec '19

Total AUM

₹2,332.81Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.4%

Cash0.6%

Equity market cap split

Small Cap51.8%

Mid Cap33.2%

Large Cap14.4%

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

DM
Dhaval Mehta
Portfolio Manager
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About

Dhaval Mehta brings 14+ years of experience in equity researach and portfolio management. Prior to joinining MOAMC, Dhaval was working with Aditya Birla Sunlife AMC as portfolio manager, where he used to manage over ~3700 crs AUM & has delivered stellar performance across the investment cycles. Prior to Aditya birla sunlife AMC, he has worked with ASK investment mangers, Emkay Global Financial Services, Ventura Securities & Infosys.

Experience

Over 14 years of experience in financial markets.

Investment philosophy

Specializes in equity research and portfolio management.

Previously worked at

Aditya Birla Sunlife AMC
ASK Investment Managers
Emkay Global Financial Services
Infosys

Awards

Delivered stellar performance across investment cycles in a prior role.

RT
Rakesh Tarway
Head of Research
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About

Mr. Tarway has 17 years of experience in equity markets as Analyst and Head of Research. He has worked with Motilal Oswal Securities Limited as Analyst and Head of Retail Products.

Experience

Holds 17 years of experience in the equity markets.

Investment philosophy

Specializes in equity markets as an analyst and research head.

Previously worked at