Motilal Oswal
Focused Opportunities Strategy
Motilal Oswal's Focused Opportunities Strategy is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Vaibhav Agrawal, operational since Nov 2014. Benchmark: BSE 500 TRI.
AUM
₹71 Cr
Min investment
₹50 L
Inception
Nov 2014
Fund manager
Vaibhav Agrawal
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with focus in multicap space. Motilal Oswal operates on a QFLP framework where Q = Quality of business x Quality of management. G= Growth in earnings. L= Longevity – of both Q & G and P = Price. For this fund Quality = RoE: 18% FY25E, Growth = 30% PAT CAGR over FY23 – 25E and fair price would be in the range of PE: 16x FY25; PEG: 0.9x with high logevity
6M
+10.8%
1Y
+9.6%
5Y
+23.8%
Since inception
+19.5%
6M
+14.3%
1Y
+11.6%
5Y
+11.6%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+12.3%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Nov 2014)
Hypothetical illustration based on published TWRR over 11.7 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
25-30 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
11%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.