Motilal Oswal Manufacturing Reg 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 ₹25 trillion manufacturing opportunity through a multi-cap portfolio construction, deploying capital across industrials, consumer cyclicals, and basic materials to achieve broad-based earnings growth.

CW Expert Research Notes

Earnings Resilience

The fund has demonstrated consistent earnings delivery across cycles, outperforming its benchmark in 9 out of 11 years.

Cyclical Tilt

The strategy exhibits a differentiated construction approach, overweighting cyclical sectors like industrials and consumer discretionary while underweighting defensive areas.

Valuation Opportunity

With a tilt towards reasonably valued mid-cap manufacturing names, the fund could benefit from an earnings recovery driven by the capex cycle.

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 Reg Gr

Benchmark Index

Benchmark Performance Comparison

Motilal Oswal Manufacturing Fund

NIFTY 50

Risk Profile

Standard Deviation18.5%

Sharpe Ratio0.10

Detailed Risks

Market Risk

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

Liquidity Risk

High mid-cap exposure could face liquidity stress during volatility spikes.

Concentration Risk

Concentrated sector bets in manufacturing expose fund to industry headwinds.

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 exposure to India's manufacturing renaissance. This theme captures companies benefiting from the government's 'Make in India' initiative, which aims to transform the nation into a global manufacturing hub. These businesses are well-positioned to capitalize on rising domestic demand, favorable policies, and the shift of global supply chains.

Broader Market View

Market Outlook

Equity markets appear to be entering a mid-cycle phase, with consumption and earnings recovery gaining traction. This normalization backdrop, supported by revival in capex and credit growth, offers an attractive entry point. The strategy's tilt towards consumer, financial services, and technology aligns with beneficiaries of the demand upswing, although competitive pressures and margin cyclicality remain risks.

Why This Strategy is Attractive Now

The strategy seems well-positioned to capitalize on the evolving market landscape. Its balanced exposure across consumer cyclicals, defensives, financials, and technology appears aligned with sectors poised to benefit from the demand recovery. The portfolio's diversification across around 70 holdings, presence of market leaders, and moderate risk profile could allow for prudent participation in the normalization upside.

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.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth approach can provide exposure to companies with resilient business models and pricing power.

High-Level Investment Process

Sourcing: The strategy appears to focus on companies with strong franchises, healthy balance sheets, and attractive growth prospects across various market capitalizations. Selection: The process suggests a preference for businesses with sustainable competitive advantages, consistent profitability, and reasonable valuations relative to growth potential. Construction: Portfolio construction is consistent with a focus on diversification across sectors and individual positions to manage risk.

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)8.19%

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

Atul Mehra

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

71 years

Combined Team Experience

₹ 20,721 Cr

Assets Under Management

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.

Swapnil Mayekar

Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 227 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 287 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Bhalchandra Shinde

Co-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.

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.

Swapnil Mayekar

Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 227 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 287 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Bhalchandra Shinde

Co-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.

CW Expert Take

Motilal Oswal Manufacturing Reg Gr focuses on India's manufacturing sector. Their investment approach centers on identifying quality franchises with sustainable competitive advantages. The fund house maintains a bottom-up research process, combining fundamental analysis with valuation discipline to construct concentrated portfolios of high-conviction ideas across market capitalization segments.

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 portfolio construction and management.

Risk Management

Robust risk management practices are integral to the investment decision-making 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)