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.

India Growth Strategy

Motilal Oswal Asset Management Company Ltd
Multi Cap AND Flexi Cap

20
Out of 253*
Compare
Share

Portfolio age2 years, 6 months

18.44%

-11.37%

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

TRAILING PERFORMANCE

(As on 30/04/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (8.2%)

Allocation by Market Cap

Small Cap (44.1%)

Mid Cap (44.7%)

Large Cap (3%)

Sector Holdings

Financial Services29.32%
Capital Goods26.04%
Consumer Durables10.67%
Automobile and Auto Components5.98%
Healthcare3.34%

Stock Holdings

Piramal Finance Ltd.7.14%
TD Power Systems Ltd.4.8%
PG Electroplast Ltd.4.46%
GE Vernova T&D India Ltd.4.46%
Syrma SGS Technology Ltd.4.36%

PORTFOLIO MANAGERS

Vaibhav Agrawal

Manager Rank Out of 182
i
Rank is based on 3-year return
Schemes Managed6
Total AUM13953.09
Highest Return In 1 Yr20.31%

Profile

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Motilal Oswal - Focused Midcap

AUM (₹ Cr)

₹2,083.10 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

13 Out of 57

Fixed Fee

2.50%

Scheme Return

19.67%

Benchmark Return

-11.37%

India Growth Strategy

AUM (₹ Cr)

₹291.52 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

36 Out of 270

Fixed Fee

2.50%

Scheme Return

18.44%

Benchmark Return

-11.37%

Motilal Oswal - Founders

AUM (₹ Cr)

₹3,863.62 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

58 Out of 270

Fixed Fee

2.50%

Scheme Return

16.57%

Benchmark Return

-11.37%

Motilal Oswal - Value Migration

AUM (₹ Cr)

₹3,172.64 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

66 Out of 270

Fixed Fee

2.50%

Scheme Return

15.56%

Benchmark Return

-11.37%

Motilal Oswal - Ethical Strategy

AUM (₹ Cr)

₹74.15 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

71 Out of 270

Fixed Fee

2.50%

Scheme Return

15.32%

Benchmark Return

-11.37%

Motilal Oswal - NTDOP

AUM (₹ Cr)

₹4,468.06 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

121 Out of 270

Fixed Fee

2.50%

Scheme Return

13.18%

Benchmark Return

-11.37%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

291.52

(As on Apr, 2026)

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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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.