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Motilal Oswal - Value Migration
Motilal Oswal - Value Migration

Motilal Oswal - Value Migration

  • Motilal Oswal Asset Management Company Ltd
  • MULTI CAP AND FLEXI CAP
  • 51
    Out of 114*
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PMS Bazaar
Portfolio age22 years, 4 months
10.98%
3.54%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.8%)
Allocation by Market Cap
Small Cap (22.8%)
Mid Cap (48.8%)
Large Cap (25.6%)
Sector Holdings
  • Capital Goods44.18%
  • Financials Services15.97%
  • Consumer Services8.21%
  • Consumer Durables7.89%
  • Chemicals6.67%
Stock Holdings
  • Suzlon Energy Ltd.6.04%
  • Bharat Dynamics Ltd.5.85%
  • Bharat Electronics Ltd.5.36%
  • Multi Commodity Exchange of India Ltd.4.68%
  • Eternal Ltd.4.53%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank28 Out of 161
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM12208.48
  • Highest Return In 1 Yr22.58%
Profile

Other Schemes
AUM (₹ Cr)
₹3,666.57 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
18 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,866.23 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
22 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹251.79 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
48 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹5,351.42 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
50 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹72.47 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
119 Out of 244
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹3,666.57 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
18 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,127.36 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 244
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Motilal Oswal Asset Management Company Ltd
Motilal Oswal Asset Management Company Ltd manages assets worth Rs 14482.92 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 6 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

14,482.92 (As on May, 2025)

Number of Schemes

7
Schemes From This AMC
AUM (₹ Cr)
₹1,856.46 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
8 Out of 52
Fixed Fee
2.50%
AUM (₹ Cr)
₹3,666.57 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
18 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,866.23 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
22 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹251.79 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
48 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹5,351.42 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
50 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
₹72.47 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
119 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
232 Out of 244
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Motilal Oswal - Value Migration?
The hurdle rate of Motilal Oswal - Value Migration is 8.00%.
What is the fixed fee charged in Motilal Oswal - Value Migration ?
The fixed fee charged in Motilal Oswal - Value Migration is 2.50%.
What is the variable fee charged in Motilal Oswal - Value Migration ?
There is no option for Variable fee.
What is the profit sharing in Motilal Oswal - Value Migration ?
The profit sharing in Motilal Oswal - Value Migration is 20% Profit Sharing Over 8% Hurdle Rate.
What is the minimum investment in Motilal Oswal - Value Migration ?
The minimum investment in Motilal Oswal - Value Migration is ₹50 Lacs
What type of scheme is Motilal Oswal - Value Migration?
Motilal Oswal - Value Migration is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Motilal Oswal - Value Migration?
The inception date of Motilal Oswal - Value Migration is Feb 18, 2003.
What is the exit load of Motilal Oswal - Value Migration?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.