Motilal Oswal Manufacturing Fund Growth
Motilal Oswal Manufacturing Reg Gr strategically allocates over 50% to large-cap equities, capturing growth opportunities while providing stability through diversification.
What This Strategy Does
Role in a Diversified Portfolio
CW Expert Research Notes
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
Detailed Risks
Market Risk
Potential recession risks amid slowing global growth could dampen manufacturing demand.
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 concentrated exposure to India's manufacturing sector—a key driver of economic growth and wealth creation. By investing in companies that produce tangible goods, this theme captures the tailwinds of rising domestic consumption and infrastructure development.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
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
Bhalchandra Shinde
Lead Portfolio Manager
Mr. Bhalchandra Shinde has experience of 16 years. Manages 48 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹89 Cr Holds a B.E. degree.
Manager's Investment Philosophy
The fund follows Motilal Oswal's QGLP (Quality, Growth, Longevity, Price) investment philosophy, focusing on high-quality manufacturing businesses with strong management, sustainable earnings growth, competitive advantages, and reasonable valuations. It adopts a high-conviction investment approach, identifying companies positioned to benefit from India's manufacturing expansion, capital expenditure cycle, and structural growth opportunities, with an emphasis on long-term wealth creation.
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 Manufacturing Reg Gr focuses on India's manufacturing resurgence. Their investment process identifies quality franchises across industrials, materials, and consumer sectors. The fund house maintains concentrated portfolios with high active share, reflecting conviction in secular growth themes. Their research capabilities span business model analysis and understanding evolving supply chains.
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.
Investment Philosophy & Approach
Disciplined Approach
Motilal Oswal AMC follows a disciplined investment approach focused on rigorous research.
Long-Term Perspective
The fund house emphasizes a long-term perspective in capital allocation decisions.
Risk Management
Robust risk management practices are integral to the investment process.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <12 Months 20%
LTCG | >12 Months 12.5% on gain above 1.25 Lakh
Tax Implications (India)