Motilal Oswal Asset Management Company Limited - Portfolio Managers • Equity
Motilal Oswal Mid to Mega Strategy is an equity portfolio management service (PMS) strategy run by Motilal Oswal Asset Management Company Limited - Portfolio Managers, launched on 24 Dec 2019. As of 30 Sep 2026, it manages ₹2,467 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +20.23% over 1 year, +19.95% over 3 years and +13.29% over 5 years (+22.65% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 10.75 percentage points ahead of its benchmark. Its 3-year return ranks 37th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Vaibhav Agrawal.
Ranked nearby on 3-year return: Carnelian Capital Compounder Strategy (+20.30%), MAPL Value Investing Fund (+20.06%), GL Alpha Fund (+19.89%), Customised Mutual Fund Portfolio (A4) (+19.88%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.18% |
| 3 Months | +0.81% |
| 1 Year | +20.23% |
| 3 Years | +19.95% |
| 5 Years | +13.29% |
| Since Inception | +22.65% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callMotilal Oswal Mid to Mega Strategy has a 1-year return of +20.23%, a 3-year return of +19.95%, a 5-year return of +13.29% and +22.65% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Motilal Oswal Mid to Mega Strategy returned +13.29% against +8.90% for the BSE 500 TRI, 4.39 percentage points ahead. Over 3 years it returned +19.95% against +9.20%; Over 1 year it returned +20.23% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Motilal Oswal Mid to Mega Strategy's 3-year return of +19.95% ranks 37th as of 30 Sep 2026.
Motilal Oswal Mid to Mega Strategy is managed by Vaibhav Agrawal at Motilal Oswal. The strategy manages ₹2,467 Cr of client assets as of 30 Sep 2026.
Motilal Oswal Mid to Mega Strategy manages ₹2,467 Cr of client assets as of 30 Sep 2026.
The minimum investment for Motilal Oswal Mid to Mega Strategy is ₹50 Lakhs.
Motilal Oswal Mid to Mega Strategy was launched on 24 Dec 2019. It has a 6-year track record.
Description
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