Motilal Oswal Growth Anchors Fund – AIF Category III

India’s only 100% equities fund manager with a clear investing philosophy. An asset management organisation with a strong point of differentiation, They aim to provide targeted mutual funds, PMS, and AIF strategies based on their primary equities research and investing competencies. Their sponsor, Motilal Oswal Financial Services Limited, which has over 30 years of experience under the direction of their founder and thought leader, Raamdeo Agrawal, provides them with equity expertise. Their unique investing methodology has grown and is continually being enhanced by the application, insights, and practical lessons of their seasoned equities investment and research team through his 25 Annual Wealth Creation Studies series.

Their equity offerings have been based on their investment tenet, Buy Right: Sit Tight, where Buy Right refers to purchasing high quality, growth-oriented businesses at a fair price and Sit Tight refers to maintaining investment in them for a considerable amount of time in order to realise the full growth potential of the underlying business. They aim to manage portfolios with about 20–25 high-conviction holdings and little portfolio churn, along with a “Buy and Hold” approach.

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Motilal Oswal Growth Anchors Fund

Fund Snapshot

About Fund Manager

Vaibhav Agrawal

At Motilal Oswal Asset Management, Vaibhav Agrawal now oversees 2000 crores of AUM across several products. He has over ten years of expertise in choosing stocks and producing returns that outperform the market. He has also managed a proprietary PMS. He has had positions at CRISIL as a rating analyst and at Motilal Oswal Asset Management as an investment analyst. He graduated from the University of Pennsylvania with a Bachelor of Science in Computer Science and from the London Business School with an MBA.

The Two Fold Investment Objective

Capital Preservation By putting an emphasis on high-quality companies that are well-managed, inexpensively purchased, and that use the proper risk management methodology Capital Appreciation By investing in industries and subjects supported by strong economic tailwinds & a high possibility of success in the medium future.

Additional Capital Preservation Via Progressive Risk Management

Stock Weightage Rationalization

  • Minimum Exposure Criteria and a maximum weight limit in relation to the benchmark
  • Framework for Making Profits: Relation between Returns and Portfolio Weight Levels
  • Using a maximum number of stocks in the portfolio as part of a diversification strategy
  • Quarterly rolling triggers relative to benchmark serve as a stop loss mechanism.
  • Putting Limited Turnover into Practice: Selling off shares to earn gains or holding shares with less confidence

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