Motilal Oswal PMS strategies
Motilal Oswal runs 37 portfolio management strategies listed with APMI, managing ₹14,747 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Founders Portfolio | Equity | Abhishek Anand | ₹4,289 Cr | +17.81% | +8.61 pts | — | ₹50 Lakhs | Sep 2026 |
| Next Trillion Dollar Opportunity Strategy | Equity | Vaibhav Agrawal | ₹4,200 Cr | +10.10% | +0.90 pts | — | ₹50 Lakhs | Sep 2026 |
| Value Migration Strategy | Equity | Vaibhav Agrawal | ₹3,094 Cr | +15.69% | +6.49 pts | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Mid to Mega Strategy | Equity | Vaibhav Agrawal | ₹2,467 Cr | +19.95% | +10.75 pts | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal India Growth Strategy | Equity | Prateek Agrawal | ₹348 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Liquid Strategy | Debt | — | ₹102 Cr | +5.53% | — | — | ₹50 Lakhs | — |
| Motilal Oswal Ethical Strategy | Equity | Vaibhav Agrawal | ₹83.07 Cr | +12.85% | +3.65 pts | — | ₹50 Lakhs | Sep 2026 |
| Focused Opportunities Strategy | Equity | Vaibhav Agrawal | ₹64.79 Cr | +17.23% | +8.03 pts | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Multifactor Equity Strategy | Equity | Bijon Pani | ₹46.47 Cr | +9.16% | -0.04 pts | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Hockey Stick Multi Cap Portfolio | Equity | Vaibhav Agrawal | ₹19.16 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Hockey Stick Large Cap Portfolio | Equity | Vaibhav Agrawal | ₹11.96 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Microcap Multifactor Strategy | Equity | Bijon Pani | ₹8.92 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Small cap Multifactor Strategy | Equity | Bijon Pani | ₹4.52 Cr | +11.93% | +2.73 pts | — | ₹50 Lakhs | Sep 2026 |
| Dynamic Allocation Strategy | Hybrid | — | ₹3.68 Cr | +9.31% | — | — | ₹50 Lakhs | — |
| Motilal Oswal Midcap Multifactor Strategy | Equity | Bijon Pani | ₹1.92 Cr | +17.03% | +7.83 pts | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Large Cap Momentum Strategy | Equity | Bijon Pani | ₹1.14 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Multi-asset Momentum Strategy | Multi Asset | — | ₹1.09 Cr | — | — | — | ₹50 Lakhs | — |
| Deep Value Strategy | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Discover Value Strategy | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Focused (Series V) A Contra Strategy | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| India Invest Opportunity Portfolio Strategy | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| India Invest Opportunity Portfolio Strategy V2 | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| India Opportunity Portfolio Strategy | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| India Opportunity Portfolio Strategy - V2 | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Large Cap Growth Strategy | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal 25-for-25 Strategy | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal All cap Growth Strategy | Equity | Abhishek Anand | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Business Opportunities Portfolio Strategy | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Emerging Business Strategy | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Emerging Stars Portfolio | — | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Hockey Stick Micro Cap Portfolio | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Hockey Stick Mid Cap Portfolio | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Hockey Stick Mini Cap Portfolio | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Hockey Stick Small Cap Portfolio | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Mid and Smallcap Opportunities Strategy | Equity | Abhishek Anand | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Motilal Oswal Multicap Opportunities Strategy | Equity | Vaibhav Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| PLUS strategy | Equity | Prateek Agrawal | — | — | — | — | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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