Motilal Oswal India Growth Fund PMS
A focused PMS strategy from Motilal Oswal built around quality growth companies, long-term compounding, and disciplined stock selection for investors evaluating portfolio management services in India.
Investment Focus
The strategy focuses on businesses with scalable earnings, strong competitive positioning, and the ability to compound capital over a multi-year holding period.
Portfolio Approach
A concentrated portfolio construction style helps keep the mandate focused on high-conviction ideas rather than broad benchmark replication.
Investor Suitability
Suitable for investors seeking equity-oriented PMS exposure with a long-term horizon and tolerance for market-linked volatility.
Skin In The Game
Skin in the Game: Where the Fund House invests heavily in its own funds along with the investor
- Skin in the Game is the ultimate fiduciary test
- Promoters invest at the same structures as institutional investors
- When interests are aligned – Benefits & Rewards are also aligned
What is at Stake? ~ 8,400+ CR
Sunrise Sectors Potentially Driving India To $10 TN Economy
Semiconductors, $Bn
44
2.8x
117
Mobile & Wearables, Telecom, Auto, IT
EMS, $Bn
101
5x
500
PCBA, Component & Sourcing, ODM
EV/Battery, $Bn
4
12x
48
Cell & Component manufacturing, Auto components
Green Energy, $Bn
9
4.7x
43
Distribution, Module electronics
Defence, $Bn
13
3.2x
43
Indigenization, Assembly and Integrators
Manufacturing GVA, $Bn
3,100
2.4x
7,500
Expected to contribute 32% to incremental GVA
Performance Update - PMS
- India Growth Strategy
- S&P BSE 500 TRI
- BSE 500 TRI Index
- India Growth Strategy
