Motilal Oswal Focussed Midcap Strategy

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About company

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.

Fund Snapshot

Year of Inception 2019
Number of Stocks 18
Investment Horizon Medium to Long Term
Fund Managers Rakesh Tarway

Investment Philosophy

Focus on the ROE: Companies are likely to produce a 20-25% return on net worth in the future.

Safety margin: To acquire a great company at a fraction of its actual worth.

Long-term investment View: They firmly believe that “Money is created by investing for the long run.”

Bottom-up approach: Recognizing a company’s management bandwidth, or the time it takes to make decisions, can give you an early indication of long-term wealth management potential.

Strategy Construction: More than 20-25 stocks should not be part of the plan.

Unique Feature

India’s growth story forms the central theme of this mid-cap fund.


What is the investment plan of the portfolio MOAMC FMS?

The portfolio’s investment objective is to seek long-term capital appreciation by investing in a concentrated portfolio (15-20 stocks) of top mid cap ideas.

What is the investment objective of MOAMC FMS?

The investment objective of the Motilal Oswal AMC Focused Midcap Strategy (MOAMC-FMS) is to generate long-term capital appreciation from a portfolio of mid cap stocks.

What is the investment horizon of the portfolio?

The investment horizon of the portfolio is three to five years.

About Fund Managers

Rakesh Tarway -Fund Manager-AIF

Rakesh Tarway

Mr. Tarway has 17 years of experience as an analyst and head of research in the equities market. He served as an analyst and head of retail products at MOTILAL OSWAL Securities Ltd. He was the chief of research for reliance securities ltd before joining MOTILAL OSWAL assets management business ltd.

Mr. Shrey Loonker -Sr. Vice President as Fund Manager for Value PMS

Shrey Loonker has been promoted to Senior Vice President and Fund Manager for Value PMS. Shrey brings over 13 years of experience to the position. Shrey worked with Motilal in Global Taxation Advisory Services and Reliance AMC – Mumbai (11 years) as Fund Manager – Reliance Banking Funds before joining Ernst & Young Pv. Shrey has a degree in Chartered Accountancy from the Institute of Chartered Accountants of India and a CFA charter from the CFA Institute, USA.

Raamdeo Agrawal-Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Raamdeo Agrawal Portfolio - Motilal Oswal Financial Services
Raamdeo Agrawal

Raamdeo Agrawal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018.Raamdeo was born and brought up in the village of Chattisgarh. He is a man with dignity and discipline. Later he moved to Mumbai to study to become a Chartered Accountant. He wrote the book Corporate Numbers Games with Ram K P. Mriparia. Mr. Raamdeo also authored The Art Of Wealth Creation.

He maintained a consistent track record of the highest integrity in tax payments for five years from FY95-FY99 and thus received Rashtriya Samman Patra by the Central Board of Direct Taxes for the same. One would be glad to know that Raamdeo Agrawal considers Warren Buffett a mentor, and his investment strategy is exceptionally inspired by him.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Motilal Oswal Value

AMC Name: Motilal Oswal AMC Inc Date: Mar-2003
large cap
1907.17 Strategy 3.7 9.4 8.4 2.70 21.10 14.90 9.10 12.40 19.30
Nifty 50 TRI 3.7 7.6 6.8 5.10 26.50 18.60 13.80 14.30 17.10

Focused Midcap

AMC Name: Motilal Oswal AMC Inc Date: Dec 24,2019
mid cap
314.97 Strategy -0.10 -0.10 -8.70 -13.90 22.60 23.70
Nifty MidSmallcap 400 TRI 6.00 10.80 10.00 10.00 38.50 28.80


AMC Name: Motilal Oswal AMC Inc Date: Feb 15,2010
small cap
1,048.99 Strategy 0.90 1.10 -8.40 -13.90 14.90 8.80 -0.80 9.70 7.70
Nifty Smallcap 100 TRI 4.70 5.30 -2.00 -13.40 29.00 20.00 1.70 11.00 6.40


AMC Name: Motilal Oswal AMC Inc Date: Feb 5,2018
small cap
384.33 Strategy 0.70 0.80 -8.30 -13.50 21.10 19.10 4.50
Nifty Smallcap 100 TRI 4.70 5.30 -2.00 -13.40 29.00 20.00 1.70


AMC Name: Motilal Oswal AMC Inc Date: Jan 16,2018
multi cap
1,257.25 Strategy 5.30 9.70 7.30 2.20 22.70 16.20 10.50
Nifty 500 TRI 4.70 9.10 8.00 6.70 29.40 20.80 12.60


AMC Name: Motilal Oswal AMC Inc Date: Dec 05,2007
multi cap
7792.27 Strategy 3.30 7.20 1.40 -0.80 23.00 15.70 8.40 19.30 15.10
Nifty 500 TRI 4.70 9.10 8.00 6.70 29.40 20.80 13.30 15.30 11.20

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.