Motilal Oswal
Value Migration
Fund
Identification Of Migration Can Lead To Wealth Creation
How to detect Value Migration?
Market Share Movements
Consistent share gain trends are usually a harbinger of bigger trends at work
Eg: Indigo, Eicher Motors
Innovation Leadership
Players that drive innovation and create new categories enjoy first mover advantages
Eg: Asian Paints, Shree Cement
Customer Satisfaction Scores
Good starting point to understand whether customers are happy
Eg: Private Banks, Private Telecom
Policy Changes
Changes in policy trigger and hasten migration
Eg: Aviation, Power
Performance Update
| Fund / Benchmark Index | CY | FY | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | Since Inception* |
|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Value Migration Fund OE - Pre Tax | -3.94 | 13.22 | -2.43 | 10.82 | 10.13 | 7.73 | 33.95 | 26.8 | 22.54 | 23.61 |
| BSE 500 Index | 2.25 | 7.15 | -2.87 | 3.87 | 5.94 | -3.2 | 15.27 | 15.47 | 13.4 | 19.69 |
| Alpha over Benchmark | -6.2 | 6.07 | 0.44 | 6.95 | 4.18 | 10.94 | 18.68 | 11.33 | 9.14 | 3.92 |
*Since Inception of VM Fund i.e. 7th Sep 2020
Returns as on 31-Jul-25
For the full strategy presentation, please contact us.