Motilal Oswal Infrastructure Fund Growth
Motilal Oswal Infrastructure Fund Growth focuses on Indian infrastructure and construction companies for growth.
What This Strategy Does
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides targeted exposure to India's infrastructure growth story. This theme captures companies driving the nation's infrastructure buildout across sectors like construction, utilities, energy, and transportation. The impact is leveraged participation in one of India's most compelling long-term growth opportunities as infrastructure spending accelerates. Suitable for investors seeking to capitalize on this multi-decade structural trend.
Broader Market View
Market Outlook
Portfolio Holdings Overview
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Atul Mehra
Lead Portfolio Manager
Mr. Atul Mehra has experience of 8 years. Manages 60 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹689 Cr
Prateek Agrawal
Co-Portfolio ManagerPrateek Agrawal is the Managing Director and Chief Executive Officer of Motilal Oswal Asset Management Company Limited. He has nearly three decades of experience in asset management, equity research, investment banking and advisory services. Before joining Motilal Oswal AMC in October 2022, he served as Business Head and Chief Investment Officer at ASK Investment Managers, where he helped expand its equity business. Earlier, he held leadership positions as Head of Equity at BNP Paribas Mutual Fund and BOI AXA Mutual Fund, and Head of Research at SBI Capital Markets. He holds a Bachelor of Engineering degree in Electronics from the National Institute of Technology, Rourkela, and a Post Graduate Diploma in Management, specialising in Finance and Marketing, from Xavier Institute of Management, Bhubaneswar. His expertise includes equity portfolio management, investment strategy, team building and developing scalable investment processes
CW Expert Take
Motilal Oswal brings a disciplined, process-driven approach to infrastructure investing. Their investment philosophy centers on identifying quality franchises through rigorous fundamental research. The fund house maintains distinct expertise in the infrastructure space, with dedicated teams analyzing macro trends and micro business drivers. Motilal Oswal combines top-down thematic views with bottom-up analysis to construct concentrated portfolios reflecting their highest conviction ideas.
Firm Overview
Motilal Oswal Asset Management Company Limited is the investment manager of Motilal Oswal Mutual Fund, sponsored by Motilal Oswal Financial Services Limited, with Motilal Oswal Trustee Company Limited as trustee. The AMC positions itself as equity-focused, drawing on the sponsor group's 30+ years of capital-markets and research experience, and applies a single investing philosophy across mutual funds and PMS. It also offers AIFs.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <null Months null%
LTCG | >null Months null% on gain above 1.25 Lakh
Tax Implications (India)