Business Today
Subscribe
IndiaNRICareer & JobsUS NewsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
Lenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026BT 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
  • 34
    Out of 256*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 8 months
1.94%
-0.17%
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 31/05/2026)
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 (9.05%)
Allocation by Market Cap
Small Cap (48.11%)
Mid Cap (40.58%)
Large Cap (2.26%)
Sector Holdings
  • Financial Services31.2%
  • Capital Goods24.46%
  • Consumer Durables10.4%
  • Construction6.68%
  • Automobile and Auto Components5.83%
Stock Holdings
  • Piramal Finance Ltd.6.21%
  • TD Power Systems Ltd.6.15%
  • Syrma SGS Technology Ltd.5.08%
  • Multi Commodity Exchange of India Ltd.4.34%
  • PG Electroplast Ltd.4.28%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM14032.449999999999
  • Highest Return In 1 Yr12.9%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹2,179.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
5 Out of 59
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
-0.17%
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
82 Out of 285
Fixed Fee
2.50%
Scheme Return
2.75%
Benchmark Return
-0.17%
India Growth Strategy
AUM (₹ Cr)
₹297.42 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 285
Fixed Fee
2.50%
Scheme Return
1.94%
Benchmark Return
-0.17%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,421.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
180 Out of 285
Fixed Fee
2.50%
Scheme Return
0.71%
Benchmark Return
-0.17%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,887.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.25%
Benchmark Return
-0.17%
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
245 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.72%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
297.42
(As on May, 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
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

Why Jio BlackRock AMC Is Launching Hybrid Long-Short As It's First SIF8:37Why Jio BlackRock AMC Is Launching Hybrid Long-Short As It's First SIF
Delhi Unveils ₹15,000 Crore EV Policy: What It Means For Auto Companies And Consumers2:45Delhi Unveils ₹15,000 Crore EV Policy: What It Means For Auto Companies And Consumers
Gold, Silver Or Crude? Where Should Investors Bet Now? | Vandana Bharti16:13Gold, Silver Or Crude? Where Should Investors Bet Now? | Vandana Bharti
How India Strategically Managed LPG & Crude Oil Supplies During West Asia War | K. Surana Explains2:10How India Strategically Managed LPG & Crude Oil Supplies During West Asia War | K. Surana Explains
Delhi’s Green Revolution: CM Rekha Gupta Unveils Massive ₹15,000 Crore EV Policy to Combat Pollution4:43Delhi’s Green Revolution: CM Rekha Gupta Unveils Massive ₹15,000 Crore EV Policy To Combat Pollution
Why Crude Oil Prices Could Stay Under Pressure As China's Demand Weakens And Supply Improves1:27Why Crude Oil Prices Could Stay Under Pressure As China's Demand Weakens And Supply Improves
When The World Looked To India: The Golden Legacy Of Our Statistical Prowess5:12When The World Looked To India: The Golden Legacy Of Our Statistical Prowess
Why Indian Export Stocks Could Lead the Next Market Rally | Explained by Anshul Saigal2:15Why Indian Export Stocks Could Lead The Next Market Rally | Explained By Anshul Saigal
Market LIVE: What's Next For Nifty? Anshul Saigal Decodes The Market Strategy25:38Market LIVE: What's Next For Nifty? Anshul Saigal Decodes The Market Strategy
Why Gold Prices Are Falling Despite U.S.-Iran Tensions And Rising Oil Prices21:04Why Gold Prices Are Falling Despite U.S.-Iran Tensions And Rising Oil Prices
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
India Growth Strategy
AUM (₹ Cr)
₹297.42 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
115 Out of 285
Fixed Fee
2.50%
Scheme Return
1.94%
Benchmark Return
-0.17%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*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 14280.65 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 6 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

14,280.65 (As on May, 2026)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹2,179.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
5 Out of 59
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
-0.17%
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
82 Out of 285
Fixed Fee
2.50%
Scheme Return
2.75%
Benchmark Return
-0.17%
India Growth Strategy
AUM (₹ Cr)
₹297.42 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 285
Fixed Fee
2.50%
Scheme Return
1.94%
Benchmark Return
-0.17%
Multifactor Equity
AUM (₹ Cr)
₹1.94 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
136 Out of 285
Fixed Fee
2.50%
Scheme Return
1.42%
Benchmark Return
-0.17%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,421.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
180 Out of 285
Fixed Fee
2.50%
Scheme Return
0.71%
Benchmark Return
-0.17%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,887.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.25%
Benchmark Return
-0.17%
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
245 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.72%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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