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India Growth Strategy
India Growth Strategy

India Growth Strategy

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 205
    Out of 240*
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PMS Bazaar
Portfolio age2 years, 2 months
-2.08%
0.96%
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 31/12/2025)
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 Goods29.45%
  • Financial Services25.71%
  • Consumer Durables11.66%
  • Automobile and Auto Components6.54%
  • Healthcare4.37%
Stock Holdings
  • Piramal Finance Ltd.5.39%
  • PG Electroplast Ltd.5.02%
  • Multi Commodity Exchange of India Ltd.4.71%
  • Pricol Ltd.4.19%
  • Syrma SGS Technology Ltd.4.13%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank Out of 170
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM13984.619999999999
  • Highest Return In 1 Yr-5.82%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹72.06 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
170 Out of 258
Fixed Fee
2.50%
Scheme Return
-1.62%
Benchmark Return
0.96%
India Growth Strategy
AUM (₹ Cr)
₹282.32 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
196 Out of 258
Fixed Fee
2.50%
Scheme Return
-2.08%
Benchmark Return
0.96%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,601.35 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
216 Out of 258
Fixed Fee
2.50%
Scheme Return
-2.53%
Benchmark Return
0.96%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,803.62 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
227 Out of 258
Fixed Fee
2.50%
Scheme Return
-2.92%
Benchmark Return
0.96%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,262.40 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
249 Out of 258
Fixed Fee
2.50%
Scheme Return
-3.96%
Benchmark Return
0.96%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,962.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
50 Out of 54
Fixed Fee
2.50%
Scheme Return
-4.12%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
282.32
(As on Dec, 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
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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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
India Growth Strategy
AUM (₹ Cr)
₹282.32 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
196 Out of 258
Fixed Fee
2.50%
Scheme Return
-2.08%
Benchmark Return
0.96%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 258
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 258
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 258
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 258
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 258
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
*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 14333.55 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

14,333.55 (As on Dec, 2025)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Multifactor Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
33 Out of 258
Fixed Fee
2.50%
Scheme Return
0.83%
Benchmark Return
0.96%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹72.06 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
170 Out of 258
Fixed Fee
2.50%
Scheme Return
-1.62%
Benchmark Return
0.96%
India Growth Strategy
AUM (₹ Cr)
₹282.32 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
196 Out of 258
Fixed Fee
2.50%
Scheme Return
-2.08%
Benchmark Return
0.96%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,601.35 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
216 Out of 258
Fixed Fee
2.50%
Scheme Return
-2.53%
Benchmark Return
0.96%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,803.62 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
227 Out of 258
Fixed Fee
2.50%
Scheme Return
-2.92%
Benchmark Return
0.96%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,262.40 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
249 Out of 258
Fixed Fee
2.50%
Scheme Return
-3.96%
Benchmark Return
0.96%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,962.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
50 Out of 54
Fixed Fee
2.50%
Scheme Return
-4.12%
Benchmark Return
0.96%
*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.

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