What is the hurdle rate of Motilal Oswal - Focused Midcap?

The hurdle rate of Motilal Oswal - Focused Midcap is 8.00%.

What is the fixed fee charged in Motilal Oswal - Focused Midcap ?

The fixed fee charged in Motilal Oswal - Focused Midcap is 2.50%.

What is the variable fee charged in Motilal Oswal - Focused Midcap ?

There is no option for Variable fee.

What is the profit sharing in Motilal Oswal - Focused Midcap ?

The profit sharing in Motilal Oswal - Focused Midcap is 20% Profit Sharing Over 8% Hurdle Rate.

What is the minimum investment in Motilal Oswal - Focused Midcap ?

The minimum investment in Motilal Oswal - Focused Midcap is ₹50 Lacs

What type of scheme is Motilal Oswal - Focused Midcap?

Motilal Oswal - Focused Midcap is an Equity scheme. It falls in the Small AND Mid Cap category.

What is the inception date of Motilal Oswal - Focused Midcap?

The inception date of Motilal Oswal - Focused Midcap is Dec 24, 2019.

Motilal Oswal - Focused Midcap

Motilal Oswal Asset Management Company Ltd
Small AND Mid Cap

14
Out of 24*
Compare
Share

Portfolio age5 years, 10 months

-1.99%

1.24%

Hurdle Rate**8.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 30/09/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (11.7%)

Allocation by Market Cap

Small Cap (21%)

Mid Cap (45.8%)

Large Cap (21.5%)

Sector Holdings

Capital Goods30.72%
Automobile and Auto Components15.05%
Consumer Durables12.24%
Financial Services11.12%
Information Technology8.11%

Stock Holdings

Tvs Motor Company Ltd.8.11%
Maruti Suzuki India Ltd.6.85%
Radico Khaitan Ltd6.62%
Hitachi Energy India Ltd.6.46%
Global Health Ltd.6.42%

PORTFOLIO MANAGERS

Dhaval Mehta

Manager Rank14 Out of 36
i
Rank is based on 3-year return
Schemes Managed6
Total AUM10732.59
Highest Return In 1 Yr2.71%

Profile

Has 11+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.Prior to joining ABSLAMC, Dhaval worked with ASK Investment Managers as Portfolio Manager. At ASK, he used to manage assets over $200mn and have delivered stellar performance across investment cycles. Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is an MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Motilal Oswal - Founders

AUM (₹ Cr)

₹3,349.01 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

46 Out of 248

Fixed Fee

2.50%

Scheme Return

2.2%

Benchmark Return

1.24%

Motilal Oswal - Value Migration

AUM (₹ Cr)

₹3,544.15 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

55 Out of 248

Fixed Fee

2.50%

Scheme Return

2.08%

Benchmark Return

1.24%

Aditya Birla Sun Life- Core Equity Portfolio

AUM (₹ Cr)

₹220.94 Cr

Hurdle Rate

12.00%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

64 Out of 248

Fixed Fee

2.50%

Scheme Return

1.74%

Benchmark Return

0.85%

Aditya Birla Sun Life- India Special Opportunities Portfolio

AUM (₹ Cr)

₹1,308.61 Cr

Hurdle Rate

12.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

147 Out of 248

Fixed Fee

2.50%

Scheme Return

0.21%

Benchmark Return

0.89%

Aditya Birla Sun Life- Select Sector Portfolio

AUM (₹ Cr)

₹474.02 Cr

Hurdle Rate

12.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

38 Out of 54

Fixed Fee

2.50%

Scheme Return

-0.55%

Benchmark Return

0.89%

Motilal Oswal - Focused Midcap

AUM (₹ Cr)

₹1,835.86 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

49 Out of 54

Fixed Fee

2.50%

Scheme Return

-1.99%

Benchmark Return

1.24%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

1835.86

(As on Sep, 2025)

Inception Date

Dec 24, 2019

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

No Option

Hurdle Rate

8.00%

Profit Sharing

20% Profit Sharing Over 8% Hurdle Rate

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INVESTMENT PHILOSOPHY

Objective

The Strategy aims to deliver superior returns by investing in stocks of India's emerging businesses.It aims to predominantly invest in mid cap stocks that can benefit from grow thin earnings and re-rating of businesses.

Investment Approach

Midcap - oriented PMS Strategy seeking to primarily invest in stocks ranked 101-400 as per market capitalization. Will be a focused portfolio of around 15-20 stocks(currently invested in 12 stocks)