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Motilal Oswal India Growth

A high-growth PMS portfolio focusing on structural India growth themes: Financialization, Manufacturing/Make in India, Urbanization, and Tech Services.

Portfolio CAGR (SI)
22.62%
Since Inception Return
Inception Date
01 Nov 2023
Benchmark
BSE 500 TRI
Investment Style
High Growth
Portfolio Manager
Vaibhav Agrawal
Strategy Type
Equity
Track Record
High Alpha

Investment Philosophy

Financialization

Capitalizing on the shift from physical to financial savings. Focus on NBFCs, market infra, private banks.

Urbanization

Benefiting from the growing urban middle class. Consumer discretionary, jewelry, and modern real estate.

Make In India

Riding the structural manufacturing wave in EMS, auto components, capital goods, and defense.

Tech Services

Leveraging India's dominance in global technology services and the rising digital ecosystem.

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
22.62%
Benchmark
13.17%

Strong alpha generation over BSE 500 TRI benchmark across multiple horizons.

TWRR Basis

Trailing Returns (%)

3 Months12.29%
6 Months22.88%
1 Year31.24%
Since Inception22.62%

Market Cap Exposure

MixMarket Cap
Small Cap
51.2%
Mid Cap
36.9%
Large Cap
4.9%
Cash & Others
7%

Thematic Exposure

Top Theme: Financialization
Financialization26.5%
Urbanization15%
Capital Goods & Engg12.5%
Electronic Goods Mfg10.1%
Auto & EV9.5%
Tech & Tech Services4.7%
Renewable Energy3.9%
Infra Ancillaries3.8%

Strategy Focus

88%
Small & Mid Cap Bias
Focused primarily on high-growth SMEs driving India's structural transformations.
32%
Make in India Allocation
Aggressive bet on manufacturing across EMS, capital goods, and auto sectors.

Top 10 Holdings

1
Piramal Finance Ltd.
6.6%
2
Syrma SGS Technology Ltd.
6.0%
3
Sky Gold and Diamonds Ltd.
5.7%
4
Multi Commodity Exchange (MCX)
4.5%
5
Pricol Ltd.
4.5%
6
PG Electroplast Ltd.
4.1%
7
DCB Bank Ltd.
4.0%
8
Kalyan Jewellers India Ltd.
3.8%
9
Aditya Birla Capital Ltd.
3.4%
10
IDFC First Bank Ltd.
3.4%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a Time-Weighted Rate of Return (TWRR) basis. Investments are subject to market risks.