About Company
Motilal Oswal Asset Management Company Limited
Motilal Oswal Asset Management Company Limited (MOAMC) is the asset-management business within the Motilal Oswal Financial Services ecosystem. The company manages mutual funds, Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs), with an equity-focused investment approach built around its QGLP framework — Quality, Growth, Longevity and Price. As of 31 December 2025, the asset-management business reported AMC AUM of ₹1,70,834 crore, including ₹34,284 crore across PMS and AIFs.
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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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
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.
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