Strategy Return v/s Benchmark -
(As on 30 Apr 2026)
Strategy Return v/s Benchmark -
(As on 30 Apr 2026)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
15.56%
10.38%
3 Months
7.24%
-1.73%
6 Months
-7.35%
-4.33%
1 Years
5.66%
3.64%
2 Years
6.55%
4.66%
3 Years
22.28%
14.93%
5 Years
15.48%
13.87%
Since Inception (18 Feb 2003)
18.92%
17.18%
Scheme Details
Buy Right & Sit Tight / QGLP / Likely earning 20-to-25% on net-worth / Balance beween Growth & Value / Bottom-up Approach / construct of about 20 stocks/ long-term view / Margin of safety - purchasing a piece of great business at a fraction of its true value
NAV
558.1079
as on 30 Apr 2026
AUM (in Cr.)
3172.64
as on 30 Apr 2026
Category
Equity: Multi Cap
Inception Date
18 Feb 2003
Benchmark Name
S&P BSE 500 Total Return Index
Min. Investment
₹5,000,000
Fund Manager Name
Exit Load
1 Year: 2.00%, 2 Year: 0.00%, 3 Year: 0.00%
Top 5 Allocation
- Scrips Percentage
- Multi Commodity Exchange of India Ltd 5.39%
- Eternal Ltd 4.81%
- CG Power & Industrial Solutions Ltd 4.66%
- Apar Industries Ltd 4.48%
- Suzlon Energy Ltd 4.46%
Composition
Information not available
- Fund Composition Percentage
- Alternate 0%
- Cash 4.17%
- Debt 0%
- Derivative 0%
- Equity 95.83%
- Hybrid 0%
- Others 0%
Fund Manager
Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Fund Manager AMC Name
Motilal Oswal Asset Management
Fund Manager AUM
11869.99 Cr
Total funds being managed by the fund manager
5
Fund Manager started managing (From)
01 Jun 2025
Fund Manager started managing (To)
Till Date.
Mr Shrey Loonker currently serves as the Senior Vice President – Fund Manager, PMS at Motilal Oswal. He has done Chartered Accountancy from ICAI Mumbai in 2005 and CFA from CFA Institute, USA in 2009. He has an overall 13 years of experience. He was associated with Reliance Nippon Life Asset Management Ltd, in his last role; Reliance Banking as Fund Manager for 11 Years and with Ernst & Young Pvt Ltd, India in Global Taxation Advisory Services for 2 years.
Fund Manager AMC Name
Motilal Oswal Asset Management
Fund Manager AUM
3791.51 Cr
Total funds being managed by the fund manager
1
Fund Manager started managing (From)
18 Feb 2003
Fund Manager started managing (To)
30 May 2025
Susmit Patodia has total work experience of 15 years out of which 13 are in the Equity markets. He has worked with Franklin Templeton, Accenture Consulting, Edelweiss Capital and for the last 9 years at Motilal Oswal. He completed his PGDBM from IIM Bangalore in 2005. He is co-managing the fund since Feb 2019
Fund Manager AMC Name
Motilal Oswal Asset Management
Fund Manager AUM
3791.51 Cr
Total funds being managed by the fund manager
1
Fund Manager started managing (From)
18 Feb 2003
Fund Manager started managing (To)
30 May 2025
About AMC
Motilal Oswal Group possess legacy in equities for over Three decade, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 16 years of PMS track record, presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in market”, practise long-term Buy and Hold investing style, BUY RIGHT : SIT TIGHT, QGLP - Quality denotes quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.
AMC Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
AMC SEBI registration number
INP 000000670
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Motilal Oswal - Value Migration
Return for 1Year
Strategy
5.66%
Benchmark
3.64%
Return for 1Year
Strategy
5.66%
Benchmark
3.64%
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