MOA

Motilal Oswal Asset Management Company

SEBI-Registered Portfolio Manager · 7 Active Strategies Tracked
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Investment Strategies & Monthly Factsheets (7)

Strategy NameDoc TypeReporting PeriodActions
Value Migration Strategy
Motilal Oswal PMS Monthly Communique – August 2026
factsheetAugust 2026
Motilal Oswal Ethical Strategy
Motilal Oswal PMS Monthly Communique – August 2026
factsheetAugust 2026
Motilal Oswal Founders Portfolio
Motilal Oswal PMS Monthly Communique – August 2026
factsheetAugust 2026
Motilal Oswal India Growth Strategy
Motilal Oswal PMS Monthly Communique – August 2026
factsheetAugust 2026
Motilal Oswal Mid to Mega Strategy
Motilal Oswal PMS Monthly Communique – August 2026
factsheetAugust 2026
Motilal Oswal Multifactor Equity Strategy
Motilal Oswal PMS Monthly Communique – August 2026
factsheetAugust 2026
Next Trillion Dollar Opportunity Strategy
Motilal Oswal PMS Monthly Communique – August 2026
factsheetAugust 2026

Strategy Portfolio Holdings Snapshot

Value Migration Strategy
As of 2026-08-31
Top Extracted Holdings
Eternal Ltd.—
One 97 Communications Ltd.—
Kalyan Jewellers India Ltd.—
Apar Industries Ltd.—
Multi Commodity Exchange of India Ltd.—
Motilal Oswal Ethical Strategy
As of 2026-08-31
Top Extracted Holdings
Apar Industries Ltd.—
KEI Industries Ltd.—
Syrma SGS Technology Ltd.—
Global Health Ltd.—
Pricol Ltd.—
Motilal Oswal Founders Portfolio
As of 2026-08-31
Top Extracted Holdings
PTC Industries Ltd.—
Ather Energy Ltd.—
One 97 Communications Ltd.—
Eternal Ltd.—
Shriram Finance Ltd.—
Motilal Oswal India Growth Strategy
As of 2026-08-31
Top Extracted Holdings
Piramal Finance Ltd.—
Syrma SGS Technology Ltd.—
SKY GOLD AND DIAMONDS Ltd.—
One 97 Communications Ltd.—
Pricol Ltd.—
Motilal Oswal Mid to Mega Strategy
As of 2026-08-31
Top Extracted Holdings
Five-Star Business Finance Ltd.—
Coforge Ltd.—
TD Power Systems Ltd.—
MTAR Technologies Ltd.—
Multi Commodity Exchange of India Ltd.—
Motilal Oswal Multifactor Equity Strategy
As of 2026-08-31
Top Extracted Holdings
Torrent Pharmaceuticals Ltd.—
Ajanta Pharma Ltd.—
National Aluminium Company Ltd.—
TVS Motor Ltd.—
Eicher Motors Ltd.—
Next Trillion Dollar Opportunity Strategy
As of 2026-08-31
Top Extracted Holdings
One 97 Communications Ltd.—
Kalyan Jewellers India Ltd.—
Piramal Finance Ltd.—
IDFC First Bank Ltd.—
PG Electroplast Ltd.—

Portfolio Management Services (PMS) are subject to market risks. Discretionary and non-discretionary investments are not guaranteed. Minimum investment in PMS in India is ₹50 Lakhs as mandated by SEBI. Read the Disclosure Document and strategy factsheets carefully before investing.

Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).