About Company
Motilal Oswal Asset Management Company Limited
MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus of customer-first attitude, ethical and transparent business practices, and many more. Today Motilal is a diverse firm that is working on a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Home Finance, etc. Motilal has clients of retail customers, mutual funds, foreign institutional investors, financial institutions, corporate clients, etc. They have more than 44,00,000+ customers across the globe. They make every decision with solid research at present they have 25+ research analysts researching over 250 companies across 20 sectors.
Motilal Oswal Mid-to-Mega Strategy
The Portfolio Construct
- Primary Investment universe – 101-400 stock as per market capitalisation with some allocation in Large Caps to be measured by weighted average market cap at the portfolio level
- Maintaining Positions in companies with relatively less/low leverage
- Lower Turnover explains higher conviction in the portfolio and ensures better tax rates
- Identifying Multi-baggers—Identifying potential multi-baggers across the broader markets
- Sector agnostic—little or no allocation to Commodities and global cyclicals
MC-Bands
|
>= 1Lakh Cr |
15% |
|
>= 50K Crs |
40% |
|
>= 25K Crs |
5% |
|
>= 10K Crs |
23% |
|
>= 5K Crs |
6% |
|
< 5K Crs |
2% |
|
Unlisted |
0% |
|
Long Only Equity Total |
91.9% |
Market Cap Breakup
|
Large Cap |
21.7% |
|
Mid Cap |
36.5% |
|
Small Cap |
33.5% |
|
Others |
0.0% |
|
Long Only Equity Total |
91.9% |
Discipline Over Discretion
- Allocation to be a function of convictions on companies and not necessarily dependent on price
- Maintain active targets of profits and prices on stocks with 1, 2 and 3 years view
- Mismatch of price and timelines should lead to action on folio on both sides i.e. selling and buying
- Regular trimming of positions if price targets run ahead of timelines
- Regular addition of positions if profits are in line/ahead of times and stock prices are not responding.
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The strategy focuses on identifying high-growth businesses across mid-cap and emerging companies with the potential to become future market leaders, while maintaining selective exposure to large-cap stocks.
The portfolio primarily invests in companies ranked between 101–400 by market capitalization, with a preference for businesses that have low leverage, scalable growth models, and strong earnings potential.
No. The strategy is sector-agnostic, allowing the fund manager to identify opportunities across industries, although exposure to commodities and global cyclicals is generally limited.
Risk is managed through disciplined position sizing, low-leverage company selection, active monitoring of profit targets, portfolio rebalancing, and maintaining conviction-led allocations.
The strategy emphasizes early identification of potential multi-bagger stocks, lower portfolio churn, long-term conviction investing, and dynamic allocation adjustments based on earnings growth and valuation timelines.