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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
Skin in the Game Motilal Oswal
What is at Stake? ~ 8,400+ CR

Sunrise Sectors Potentially Driving India To $10 TN Economy

Semiconductors, $Bn
44
2.8x
117
EMS, $Bn
101
5x
500
EV/Battery, $Bn
4
12x
48
Green Energy, $Bn
9
4.7x
43
Defence, $Bn
13
3.2x
43
Manufacturing GVA, $Bn
3,100
2.4x
7,500

Performance Update - PMS

  • India Growth Strategy
  • S&P BSE 500 TRI
Nov-23Jan-24Mar-24May-24Jul-24Sep-24Nov-24Jan-25Mar-25Jun-2505101520
  • BSE 500 TRI Index
  • India Growth Strategy
1YSince Inception07142128

Fund Manager

Fund Manager

For the full strategy presentation, please contact us.

Portfolio Management Services

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