Motilal Oswal Asset Management Company Limited - Portfolio Managers • Equity
Next Trillion Dollar Opportunity Strategy is an equity portfolio management service (PMS) strategy run by Motilal Oswal Asset Management Company Limited - Portfolio Managers, launched on 3 Aug 2007. As of 30 Sep 2026, it manages ₹4,200 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +3.12% over 1 year, +10.10% over 3 years and +6.42% over 5 years (+13.81% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.90 percentage points ahead of its benchmark. Its 3-year return ranks 272nd 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: PMS MOPE I (+10.17%), Vallum India Discovery Strategy (+10.16%), AlphaGrep Multi-Factor Quant Portfolio (+10.09%), ABSL India 200 Quant Equity Portfolio (+10.07%).
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 | -6.60% |
| 3 Months | -1.20% |
| 1 Year | +3.12% |
| 3 Years | +10.10% |
| 5 Years | +6.42% |
| Since Inception | +13.81% |
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 callNext Trillion Dollar Opportunity Strategy has a 1-year return of +3.12%, a 3-year return of +10.10%, a 5-year return of +6.42% and +13.81% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Next Trillion Dollar Opportunity Strategy returned +6.42% against +8.90% for the BSE 500 TRI, 2.48 percentage points behind. Over 3 years it returned +10.10% against +9.20%; Over 1 year it returned +3.12% 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, Next Trillion Dollar Opportunity Strategy's 3-year return of +10.10% ranks 272nd as of 30 Sep 2026.
Next Trillion Dollar Opportunity Strategy is managed by Vaibhav Agrawal at Motilal Oswal. The strategy manages ₹4,200 Cr of client assets as of 30 Sep 2026.
Next Trillion Dollar Opportunity Strategy manages ₹4,200 Cr of client assets as of 30 Sep 2026.
The minimum investment for Next Trillion Dollar Opportunity Strategy is ₹50 Lakhs.
Next Trillion Dollar Opportunity Strategy was launched on 3 Aug 2007. It has a 19-year track record.
Description
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