Motilal Oswal Mid to Mega Strategy
Motilal Oswal Asset Management Company
Inception Date: 24-12-2019
Benchmark: BSE 500 TRI
Min. Investment: ₹50 Lacs
Strategy Type: Open Ended Equity
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Market Cap Allocation
Performance Comparison (TWRR Return %)
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Portfolio Insights
Motilal Oswal Mid to Mega Strategy
Fund Manager(s)
Vaibhav Agrawal
Designation: CIO & Fund Manager - PMS & AIF (Alternates)
Mr. Vaibhav Agrawal is currently managing approx 10000 Crs AUM at Motilal Oswal Asset Management Co. Ltd. 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 in CRISIL and investment analyst in Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Other Strategies:
Motilal Oswal Value Migration Strategy, Motilal Oswal Next Trillion Dollar Opportunity, Motilal Oswal Founders Portfolio
Madangopal Ramu
Experience: 20 Years
Designation: Fund Manager
Mr. Ramu brings with him an experience of more than 20+ years, having worked with organizations like Murugappa Group,Power Finance Corporation, and Centrum Broking. His last stint was with Sundaram Alternates as Head of Equities and Fund Manager– PMS and AIF. He has completed his MBA from Bharathidasan Institute of Management, Chennai
Commentary & Rationale