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Motilal Oswal - Focused Midcap
Motilal Oswal - Focused Midcap

Motilal Oswal - Focused Midcap

  • Motilal Oswal Asset Management Company Ltd
  • Small AND Mid Cap
  • 16
    Out of 26*
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PMS Bazaar
Portfolio age5 years, 11 months
7.36%
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 (11.7%)
Allocation by Market Cap
Small Cap (21%)
Mid Cap (45.8%)
Large Cap (21.5%)
Sector Holdings
  • Capital Goods29.61%
  • Consumer Durables15.29%
  • Financial Services15.25%
  • Automobile and Auto Components11.4%
  • Fast Moving Consumer Goods7.58%
Stock Holdings
  • Multi Commodity Exchange of India Ltd.8.25%
  • Tvs Motor Company Ltd.8.11%
  • Radico Khaitan Ltd7.58%
  • Coforge Ltd.6.94%
  • Polycab India Ltd.6.87%

bt_logoPORTFOLIO MANAGERS

Dhaval Mehta
  • Manager Rank13 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM11299.02
  • Highest Return In 1 Yr7.35%
Profile

Has 11+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.Prior to joining ABSLAMC, Dhaval worked with ASK Investment Managers as Portfolio Manager. At ASK, he used to manage assets over $200mn and have delivered stellar performance across investment cycles. Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is an MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.

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%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹514.44 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
15 Out of 53
Fixed Fee
2.50%
Scheme Return
4.61%
Benchmark Return
4.27%
Aditya Birla Sun Life- Core Equity Portfolio
AUM (₹ Cr)
₹224.30 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
105 Out of 251
Fixed Fee
2.50%
Scheme Return
4.01%
Benchmark Return
4.29%
Aditya Birla Sun Life- India Special Opportunities Portfolio
AUM (₹ Cr)
₹1,352.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
141 Out of 251
Fixed Fee
2.50%
Scheme Return
3.47%
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%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1992.70
(As on Oct, 2025)
Inception Date
Dec 24, 2019
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 deliver superior returns by investing in stocks of India's emerging businesses.It aims to predominantly invest in mid cap stocks that can benefit from grow thin earnings and re-rating of businesses.

Investment Approach

Midcap - oriented PMS Strategy seeking to primarily invest in stocks ranked 101-400 as per market capitalization. Will be a focused portfolio of around 15-20 stocks(currently invested in 12 stocks)

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
Scheme Return
6.08%
Benchmark Return
4.27%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
Scheme Return
6.07%
Benchmark Return
4.62%
Geojit - Advantage Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 53
Fixed Fee
3%
Scheme Return
5.79%
Benchmark Return
4.27%
*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 Motilal Oswal - Focused Midcap?
The hurdle rate of Motilal Oswal - Focused Midcap is 8.00%.
What is the fixed fee charged in Motilal Oswal - Focused Midcap ?
The fixed fee charged in Motilal Oswal - Focused Midcap is 2.50%.
What is the variable fee charged in Motilal Oswal - Focused Midcap ?
There is no option for Variable fee.
What is the profit sharing in Motilal Oswal - Focused Midcap ?
The profit sharing in Motilal Oswal - Focused Midcap is 20% Profit Sharing Over 8% Hurdle Rate.
What is the minimum investment in Motilal Oswal - Focused Midcap ?
The minimum investment in Motilal Oswal - Focused Midcap is ₹50 Lacs
What type of scheme is Motilal Oswal - Focused Midcap?
Motilal Oswal - Focused Midcap is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Motilal Oswal - Focused Midcap?
The inception date of Motilal Oswal - Focused Midcap is Dec 24, 2019.
What is the exit load of Motilal Oswal - Focused Midcap?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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