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Strategy Construct
Investment Horizon:
Medium to Long Term (3 Years +)
Allocations - Market Capitalisation
Large Caps: 19 % Mid Caps: 43 % Small Caps: 36 %
Number of Stocks:
Around 24 stocks
For Whom
Investors who like to invest with a Long-term wealth creation view.
Scrip Allocation:
Not more than 10% in a stock at the time of ideation
Sector Allocation Limit
35% in a sector
Investment Philosophy
Focus on Return on Net Worth
Companies which are likely to earn 20-25 % on its net worth going forward.
Balance between growth and value
QGLP approach to buying right stocks. Quality, Growth, Longetivity & Price
Focused Strategy Construct
The strategy should not consist of more than 20-25 stocks
Margin of safety
To purchase a piece of great business at a fraction of its true value.
Bottom Up Approach
To identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.
Long-term investment View
Strongly believe that ŇMoney is made by investing for the long term
Performance
Data as on 31-03-2025
*Since inception, Motilal Oswal Value Migration Strategy has delivered a CAGR of 19.5% vs. BSE 500 TRI returns of 17.6%
Outperformance of 1.90% (CAGR)
*Strategy Inception Date: 18-02-2003. NA
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 31-3-2025
Fund Manager
Dhaval Mukesh Mehta
(PMS)
Dhaval has over 14 years of experience in equity research and portfolio management. Prior to joining Motilal Oswal Asset Management, Dhaval was working with Aditya Birla SunLife AMC as Portfolio Manager, where he used to manage assets over $450mn and has delivered stellar performance across investment cycles. Prior to Aditya Birla SunLife AMC, he has worked with ASK Investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is a MBA from Narsee Monjee Institute of Management Studies, Mumbai and has done his Bachelor of Engineering from D.J Sanghvi College of Engineering, Mumbai.
Other funds managed by him
- Motilal Oswal Founders Portfolio
Vaibhav Agrawal
(CIO & Fund Manager - PMS & AIF (Alternates))
Mr. Vaibhav Agrawal is currently managing approx 10000 Crs AUM at Motilal Oswal Asset Management Co. Ltd. across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst in CRISIL and investment analyst in Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Other funds managed by him
- Motilal Oswal Next Trillion Dollar Opportunity
- Motilal Oswal Founders Portfolio
- Motilal Oswal India Growth Fund
Abhishek Anand
(PMS)
Abhishek has over 20 years of experience in equities with more than 10 years of Fund Management experience. He has worked with organisations like CMIE, SBI Capital Markets Limited, Dun & Bradstreet. In his last stint with Centrum he worked as Portfolio Manager and generated strong performance. He is Certified Treasury Manager and completed his Masters in Management Studies from Mumbai Universities.
Other funds managed by him
- Motilal Oswal Business Opportunity Portfolio
- Motilal Oswal Founders Portfolio
Strategy Details
Strategy Type:
open ended
Date of inception
18-02-2003
Benchmark
bse 500 tri
Subscription
open
Redemption
daily
Valuation Point
daily
Motilal Oswal Asset Management Company
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PMS
Tools & Services
Contact your Financial Advisor to know more about the scheme. PMS is made via private placement only. Investment in securities are subject to market and other risks. Achievement of stated objectives are also subject to market risk. The scheme does not guarantee either of the above. Please read the Private Placement Memorandum carefully before investing.