Motilal Oswal Manufacturing Gr

All Cap

Diversified

Equity

India Growth

Others

Empty

1–7 yearsInvestment Horizon

Empty

What This Strategy Does

Motilal Oswal Manufacturing Reg Gr is an equity fund which captures India's ₹40 trillion manufacturing opportunity through a multi-cap portfolio, deploying capital across industrials, consumer cyclicals, and basic materials to achieve broad-based earnings growth.

CW Expert Research Notes

Resilient Downside Protection

The fund has demonstrated consistent downside protection across market cycles, outperforming its benchmark in 8 out of the last 11 years.

Concentrated Industrials Exposure

The fund's differentiated process results in a concentrated industrials and consumer cyclicals overweight, including conviction positions in Larsen & Toubro and Maruti Suzuki.

Cyclical Earnings Upside

With a reasonable valuation and exposure to potential capex cycle catalysts, the fund could benefit from an industrial earnings recovery.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Motilal Oswal Manufacturing Gr

Benchmark Index

Benchmark Performance Comparison

Motilal Oswal Manufacturing Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation18.5%

Sharpe Ratio0.10

Detailed Risks

Market Risk

Potential recession risks amid slowing global growth could dampen manufacturing demand.

Liquidity Risk

High mid-cap exposure could face liquidity stress during market sell-offs.

Concentration Risk

Concentrated sector bets in manufacturing expose fund to industry cyclicality.

Specific Strategy Risk

Regulatory changes impacting manufacturing sector could disrupt core holdings.

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. This theme captures companies benefiting from rising domestic consumption, infrastructure investments, and global competitiveness in areas like industrial goods, materials, and consumer discretionary.

Broader Market View

Market Outlook

Equity markets appear to be entering a recovery phase following the recent correction, with consumption and earnings normalization supporting a more constructive outlook. This environment aligns well with the fund's exposure to consumer, financial services, and technology sectors that stand to benefit from improving domestic demand and credit growth trends.

Why This Strategy is Attractive Now

The strategy seems well-positioned to capitalize on the current market dynamics. Its balanced portfolio of around 70 holdings provides exposure to market leaders across consumer cyclicals, defensives, financials, and technology. With a moderate beta and diversification across sectors, the strategy appears geared to offer risk-adjusted participation in the anticipated recovery.

Investment Style & Process

Investment Style

The portfolio exhibits characteristics of a Quality Growth strategy, emphasizing companies with durable competitive advantages, consistent earnings growth, and reasonable valuations across a mix of large and mid-cap market segments.

Why it Makes Sense

A Quality Growth approach can provide exposure to secular growth trends while moderating valuation risk, an appealing balance amid an environment of economic normalization and heightened market volatility.

High-Level Investment Process

Sourcing: The strategy appears to source investment ideas through a bottom-up, fundamental research process focused on identifying quality businesses with sustainable competitive advantages, strong management teams, and attractive growth runways. Selection: Security selection likely emphasizes companies exhibiting durable growth drivers, pricing power, high returns on capital, and reasonable valuations relative to growth prospects. Construction: Portfolio construction suggests an emphasis on diversification across sectors and market capitalizations while maintaining a bias towards quality growth characteristics.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods45.85%

Services14.89%

Technology9.33%

Financial Services2.02%

Consumers27.92%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Net Receivables / (Payables)Utilities8.19%

Solar Industries India LtdCapital Goods6.95%

ABB India LtdCapital Goods6.07%

Bosch LtdConsumers5.19%

Bajaj Auto LtdConsumers4.80%

Sun Pharmaceuticals Industries LtdServices4.75%

UNO Minda LtdConsumers4.60%

Dixon Technologies (India) LtdTechnology4.28%

Samvardhana Motherson International LtdConsumers4.25%

Schneider Electric Infrastructure LtdCapital Goods4.02%

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.

Atul Mehra

Co-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

Ajay Khandelwal

Co-Portfolio Manager

Mr. Ajay Khandelwal has experience of 22 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹200 Cr Holds a B.E. degree.

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 289 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Swapnil Mayekar

Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 229 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Atul Mehra

Co-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

Ajay Khandelwal

Co-Portfolio Manager

Mr. Ajay Khandelwal has experience of 22 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹200 Cr Holds a B.E. degree.

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 289 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Swapnil Mayekar

Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 229 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

CW Expert Take

Motilal Oswal Manufacturing Reg Gr focuses on India's industrial growth potential. Their investment approach centers on identifying quality franchises in manufacturing and capital goods sectors. The fund house maintains a bottom-up research process, seeking companies with sustainable competitive advantages and strong governance standards. Their portfolio reflects conviction in domestic manufacturing revival across cyclical and secular growth opportunities.

71 years

Combined Team Experience

₹ 20,721 Cr

Assets Under Management

Firm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

Investment Professionals49+

Global Offices250 Cities

Investment Philosophy & Approach

Disciplined Approach

Motilal Oswal AMC follows a disciplined investment approach focused on rigorous research.

Long-Term Perspective

The fund house maintains a long-term perspective in its investment 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

Total Expense Ratio (TER)3.37%

Regulatory & Tax Information

INF247L01CX3

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)