What is the hurdle rate of India Growth Strategy?

The hurdle rate of India Growth Strategy is 8.00% or 10.00%.

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 ?

The variable fee charged in India Growth Strategy is 1.50%.

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

Q: What is the profit sharing in India Growth Strategy ?

The profit sharing in India Growth Strategy is 20% Profit Sharing Over 8% Hurdle Rate or 15% Profit Sharing Over 10% Hurdle Rate or 20% Profit Sharing Over 10% Hurdle Rate.

Motilal Oswal Asset Management Company Ltd
Multi Cap AND Flexi Cap

37
Out of 257*
Compare
Share

Portfolio age2 years, 9 months

1.02%

2.19%

Hurdle Rate**8.00% or 10.00%

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 31/07/2026)

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 (7.73%)

Allocation by Market Cap

Small Cap (50.89%)

Mid Cap (39.31%)

Large Cap (2.07%)

Sector Holdings

Financial Services29.63%
Capital Goods20.16%
Consumer Durables13.44%
Automobile and Auto Components9.31%
Construction6.22%

Stock Holdings

Piramal Finance Ltd.6.28%
Syrma SGS Technology Ltd.6.04%
Sky Gold And Diamonds Ltd.4.81%
PG Electroplast Ltd.4.57%
Pricol Ltd.4.11%

PORTFOLIO MANAGERS

Vaibhav Agrawal

Manager Rank Out of 196
i
Rank is based on 3-year return
Schemes Managed6
Total AUM14661.17
Highest Return In 1 Yr14.98%

Profile

Other Schemes

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

table
Grid

Compare

Motilal Oswal - NTDOP

AUM (₹ Cr)

₹4,562.38 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

26 Out of 282

Fixed Fee

2.50%

Scheme Return

3.69%

Benchmark Return

2.19%

Motilal Oswal - Ethical Strategy

AUM (₹ Cr)

₹77.09 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

128 Out of 282

Fixed Fee

2.50%

Scheme Return

1.53%

Benchmark Return

2.19%

India Growth Strategy

AUM (₹ Cr)

₹320.35 Cr

Hurdle Rate

8.00% or 10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

157 Out of 282

Fixed Fee

2.50%

Scheme Return

1.02%

Benchmark Return

2.19%

Motilal Oswal - Value Migration

AUM (₹ Cr)

₹3,220.20 Cr

Hurdle Rate

8.00% or 10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

167 Out of 282

Fixed Fee

2.50%

Scheme Return

0.78%

Benchmark Return

2.19%

Motilal Oswal - Founders

AUM (₹ Cr)

₹4,148.34 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

194 Out of 282

Fixed Fee

2.50%

Scheme Return

0.25%

Benchmark Return

2.19%

Motilal Oswal - Focused Midcap

AUM (₹ Cr)

₹2,332.81 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

48 Out of 62

Fixed Fee

2.50%

Scheme Return

Benchmark Return

2.19%

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

FUND SUMMARY

AUM (₹ Cr)

320.35

(As on Jul, 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

1.50%

Hurdle Rate

8.00% or 10.00%

Profit Sharing

20% Profit Sharing Over 8% Hurdle Rate or 15% Profit Sharing Over 10% Hurdle Rate or 20% Profit Sharing Over 10% 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.