Motilal Oswal Asset Management Company Limited - Portfolio Managers • Equity
Value Migration Strategy is an equity portfolio management service (PMS) strategy run by Motilal Oswal Asset Management Company Limited - Portfolio Managers, launched on 18 Feb 2003. As of 30 Sep 2026, it manages ₹3,094 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.38% over 1 year, +15.69% over 3 years and +13.16% over 5 years (+18.72% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.49 percentage points ahead of its benchmark. Its 3-year return ranks 101st 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: Wright Factor Fund (+15.71%), Diversified Multicap (+15.70%), Abakkus All Cap (FPI) Approach (+15.66%), Alder Capital- B2C Growth (+15.54%).
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 | -5.09% |
| 3 Months | -0.10% |
| 1 Year | -1.38% |
| 3 Years | +15.69% |
| 5 Years | +13.16% |
| Since Inception | +18.72% |
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 callValue Migration Strategy has a 1-year return of -1.38%, a 3-year return of +15.69%, a 5-year return of +13.16% and +18.72% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Value Migration Strategy returned +13.16% against +8.90% for the BSE 500 TRI, 4.26 percentage points ahead. Over 3 years it returned +15.69% against +9.20%; Over 1 year it returned -1.38% 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, Value Migration Strategy's 3-year return of +15.69% ranks 101st as of 30 Sep 2026.
Value Migration Strategy is managed by Vaibhav Agrawal at Motilal Oswal. The strategy manages ₹3,094 Cr of client assets as of 30 Sep 2026.
Value Migration Strategy manages ₹3,094 Cr of client assets as of 30 Sep 2026.
The minimum investment for Value Migration Strategy is ₹50 Lakhs.
Value Migration Strategy was launched on 18 Feb 2003. It has a 23-year track record.
Description
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