Motilal Oswal - India Growth Strategy PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

Motilal Oswal - India Growth Strategy

Fund size₹320 Cr

IRRSince inception20.69%

1Y return14.98%

Fund age2 yrs 8 mo

Fund Manager

Vaibhav Agrawal

CIO - Alternates, Fund Manager, Motilal Oswal

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.

Managing AUM₹12,769 Cr

Growth of₹Cr

Motilal Oswal India Growth

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Motilal Oswal India Growth	16.26%	14.98%	7.92%	—	—	20.69%
Nifty 500	−1.07%	2.98%	0.42%	—	—	13.65%
Excess over benchmark	17.33%	12.00%	7.50%	—	—	7.04%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.

Risk : What you take on to earn the return

Volatility

24.24%

Benchmark approx 15.98%

A standard deviation reflecting historical swings.

Sensitivity

1.26

Beta vs benchmark 1.00 · 26% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.46

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −12.04%, and recovered on 16 Apr 2026.

Max drawdowns

−12.04%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−12.04%	–	16 Apr 2026	–
Benchmark	31 Jul 2025	30 Mar 2026	−14.69%	242 days	–	–

Scheme

Peak–

Trough–

Depth−12.04%

Fell over–

Recovered16 Apr 2026

Recovery took–

Benchmark

Peak31 Jul 2025

Trough30 Mar 2026

Depth−14.69%

Fell over242 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

40.22

P/B ratio

3.68

Dividend yield

0.18%

Avg market cap

₹50,354 Cr

Median market cap

₹26,334 Cr

Asset class

Equity

Market cap

Large cap5.00%

Mid cap36.38%

Small cap50.89%

Cash & others7.73%

As on 31 Jul 2026

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Performance Linked

Fixed Management FeeNone

Performance Fee20% of profit

Hurdle RateAbove 8%

Exit load 2.00% within 1 year, nil after 2 years. Lock-in: Nil.

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