Motilal Oswal-Value Migration Strategy

Motilal Oswal Asset Management Company

Inception Date: 18-02-2003

Benchmark: S&P BSE 500 TRI

Min. Investment: ₹50 Lacs

Strategy Type: Open Ended

Risk Ratios

Loading risk ratios…

Market Cap Allocation

Loading market cap allocation…

Performance Comparison (TWRR Return %)

Motilal Oswal-Value Migration Strategy Benchmark: S&P BSE 500 TRI
Loading performance...

Sector Allocation

Loading sector allocation…

Top 10 Holdings

Loading holdings…

Portfolio Insights

Motilal Oswal-Value Migration Strategy

Loading portfolio insights…

Fund Manager(s)

Abhishek Anand

Experience: 20 Years

Designation: PMS Manager

Abhishek has over 20 years of experience in equities with more than 10 years of Fund Management experience. He has worked with organisations like CMIE, SBI Capital Markets Limited, Dun & Bradstreet. In his last stint with Centrum he worked as Portfolio Manager and generated strong performance. He is Certified Treasury Manager and completed his Masters in Management Studies from Mumbai Universities.

Other Strategies:

Motilal Oswal Value Migration Strategy, Motilal Oswal Founders Portfolio

Dhaval Mukesh Mehta

Experience: 14 Years

Designation: PMS Manager

Dhaval has over 14 years of experience in equity research and portfolio management. Prior to joining Motilal Oswal Asset Management, Dhaval was working with Aditya Birla SunLife AMC as Portfolio Manager, where he used to manage assets over $450mn and has delivered stellar performance across investment cycles. Prior to Aditya Birla SunLife AMC, he has worked with ASK Investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is a MBA from Narsee Monjee Institute of Management Studies, Mumbai and has done his Bachelor of Engineering from D.J Sanghvi College of Engineering, Mumbai.

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