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

10
Out of 22*
Compare
Share

Portfolio age5 years, 7 months

2.86%

3.68%

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 30/06/2025)

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

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (11.56%)

Allocation by Market Cap

Small Cap (32.8%)

Mid Cap (36.75%)

Large Cap (18.89%)

Sector Holdings

Capital Goods25.53%
Financial Services14.22%
Consumer Durables14.19%
Information Technology7.34%
Consumer Services6.05%

Stock Holdings

Tvs Motor Company Ltd.7.53%
Hitachi Energy India Ltd.6.49%
Suzlon Energy Ltd.6.39%
Trent Ltd.6.05%
Kalyan Jewellers India Ltd.5.98%

PORTFOLIO MANAGERS

Rakesh Tarway

Manager Rank15 Out of 35
i
Rank is based on 3-year return
Schemes Managed1
Total AUM1911.62
Highest Return In 1 Yr11.76%

Profile

Mr. Rakesh Tarway has more than 18 years of experience in equity markets, with focus in identifying emerging businesses in the Small & Midcap segment. Earlier he has worked as Head of Research at Motilal Oswal Securities and Reliance Securities. Rakesh has Masters in Management Studies from Jamnalal Bajaj institute of Management Studies (JBIMS).

Other Schemes

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Motilal Oswal - Focused Midcap

AUM (₹ Cr)

₹1,911.62 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

1911.62

(As on Jun, 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)