Motilal Oswal
Mid To Mega Strategy
Motilal Oswal's Mid To Mega Strategy is a Mid Cap Portfolio Management Services (PMS) strategy managed by Rakesh Tarway, operational since Dec 2019. Benchmark: BSE 500 TRI.
AUM
₹2,286 Cr
Min investment
₹50 L
Inception
Dec 2019
Fund manager
Rakesh Tarway
The Strategy aims to deliver superior returns by investing in stocks of India’s emerging businesses. It aims to predominantly invest in midcap stocks that can benefit from growth in earnings and re-rating of businesses. It aims to invest bottom up by identifying high quality companies, having superior growth and sustainable competitive advantage. To achieve this objective majority of weights for investments to be drawn from stocks in 101st to 400th companies in terms of full market capitalization. Minority weights for investment might also be drawn from stocks beyond number 400 and from top 100 companies in terms of full market capitalization. As far as possible Companies should be drawn from a mix of sectors representing changing nature of society and economics in India.
6M
+15.4%
1Y
+8.6%
5Y
+15.1%
Since inception
+23.5%
6M
+18.9%
1Y
+10.6%
5Y
+2.9%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+14.9%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Dec 2019)
Hypothetical illustration based on published TWRR over 6.6 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
165%
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.