Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
India Growth Strategy
India Growth Strategy

India Growth Strategy

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 201
    Out of 235*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 1 month
4.95%
4.27%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.8%)
Allocation by Market Cap
Small Cap (34.5%)
Mid Cap (47.2%)
Large Cap (13.5%)
Sector Holdings
  • Capital Goods31.55%
  • Financial Services18.32%
  • Consumer Durables15.01%
  • Automobile and Auto Components6.58%
  • Consumer Services5.06%
Stock Holdings
  • Eternal Ltd.5.06%
  • Kalyan Jewellers India Ltd.4.95%
  • PG Electroplast Ltd.4.93%
  • Syrma SGS Technology Ltd.4.81%
  • Piramal Finance4.6%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM14586.15
  • Highest Return In 1 Yr1.3%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
India Growth Strategy
AUM (₹ Cr)
₹282.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
53 Out of 251
Fixed Fee
2.50%
Scheme Return
4.95%
Benchmark Return
4.27%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,021.30 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 251
Fixed Fee
2.50%
Scheme Return
4.4%
Benchmark Return
4.27%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,579.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
154 Out of 251
Fixed Fee
2.50%
Scheme Return
3.23%
Benchmark Return
4.27%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,635.88 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
169 Out of 251
Fixed Fee
2.50%
Scheme Return
3.04%
Benchmark Return
4.27%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.49 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 251
Fixed Fee
2.50%
Scheme Return
2%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
282.39
(As on Oct, 2025)
Inception Date
Nov 01, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
8.00%
Profit Sharing
20% Profit Sharing Over 8% Hurdle Rate
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses run by great business managers for superior wealth creation.

Investment Approach

Companies which are likely to earn 20-25 % on its net worth going forward.QGLP approach to buying right stocks. Quality, Growth, Longetivity & PriceThe strategy should not consist of more than 30 stocksTo purchase a piece of great business at a fraction of its true value.To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
India Growth Strategy
AUM (₹ Cr)
₹282.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
53 Out of 251
Fixed Fee
2.50%
Scheme Return
4.95%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Motilal Oswal Asset Management Company Ltd
Motilal Oswal Asset Management Company Ltd manages assets worth Rs 14993.64 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 6 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

14,993.64 (As on Oct, 2025)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
India Growth Strategy
AUM (₹ Cr)
₹282.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
53 Out of 251
Fixed Fee
2.50%
Scheme Return
4.95%
Benchmark Return
4.27%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,021.30 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 251
Fixed Fee
2.50%
Scheme Return
4.4%
Benchmark Return
4.27%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,579.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
154 Out of 251
Fixed Fee
2.50%
Scheme Return
3.23%
Benchmark Return
4.27%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,635.88 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
169 Out of 251
Fixed Fee
2.50%
Scheme Return
3.04%
Benchmark Return
4.27%
Multifactor Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
194 Out of 251
Fixed Fee
2.50%
Scheme Return
2.46%
Benchmark Return
4.27%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.49 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 251
Fixed Fee
2.50%
Scheme Return
2%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of India Growth Strategy?
The hurdle rate of India Growth Strategy is 8.00%.
What is the fixed fee charged in India Growth Strategy ?
The fixed fee charged in India Growth Strategy is 2.50%.
What is the variable fee charged in India Growth Strategy ?
There is no option for Variable fee.
What is the profit sharing in India Growth Strategy ?
The profit sharing in India Growth Strategy is 20% Profit Sharing Over 8% Hurdle Rate.
What is the minimum investment in India Growth Strategy ?
The minimum investment in India Growth Strategy is ₹50 Lacs
What type of scheme is India Growth Strategy?
India Growth Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of India Growth Strategy?
The inception date of India Growth Strategy is Nov 01, 2023.
What is the exit load of India Growth Strategy?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

bt_logoTop Stories