Motilal Oswal Manufacturing

All Cap

Diversified

Equity

India Growth

Others

Empty

1–7 yearsInvestment Horizon

HNI,MATarget Segments

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.

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

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

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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.

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.

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.

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

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.

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.

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

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

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)