India Opportunity Portfolio Strategy

Motilal Oswal Asset Management Company Limited - Portfolio Managers · Equity · declared benchmark (as filed): BSE 500 TRI

AUM

713 cr

CAGR (full)

17.5%

Sharpe (full)

1.00

Benchmark CAGR (full)

12.6% (BSE 500)

Active return /yr (full)

3.6%

IR (full)

0.22

Percentile (full, strategy)

Percentile (full, benchmark group)

Rank (Score, strategy)

#373 of 1,389

Rank (Score, benchmark group)

#345 of 1,257

Max drawdown

0.0%

Since inception (APMI)

0.0%

Months of data

Fund manager

Prateek Agrawal

Min. investment

₹50 lakh

Inception

15 Feb 2010

Turnover (1y / 1m)

0.00× / 0.00×

Objective (as filed with APMI)The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across mark

Percentile ranks this fund within its full APMI Strategy (all Equity PMS together — the comparison basis SEBI's Dec-2022 circular prescribes); the benchmark-group percentile is an EdgePnL analytical refinement. The leaderboard Score is the weighted average of fiscal-year percentiles (each blends return-rank and Sharpe-rank).

Equity curve

Drawdown

Fiscal-year record

FY	Return	Benchmark declared	Active vs benchmark	IR	vs category	Sharpe	months
FY24*	57.8%	24.2%	37.7%	2.59	30.7%	4.93	8
FY25*	0.0%	1.6%	-3.4%	-0.19	0.4%	—	10
FY26	0.0%	-3.1%	2.1%	0.14	4.2%	—	12
FY27*	0.0%	14.6%	-42.4%	-2.62	-16.7%	—	4

Return is the TOTAL return over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). The BM (BSE 500 TRI) is the fund's declared benchmark, priced by consensus chain. Active = annualized mean monthly excess return; IR = active / tracking error. Sharpe remains the primary metric.

Monthly returns (%)

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
2023				+3.6	+7.3	+9.3	+2.4	+9.8	+0.9	+3.3	+10.8		+57.8
2024						+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0
2025	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0
2026	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0	+0.0						+0.0

Cumulative active return

Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

AUM & estimated net flows

Monthly net flow estimate: AUM_t − AUM_(t−1)·(1+r_t). Positive = net inflows, ₹cr.

Source: APMI monthly IA-level disclosures (mandated by SEBI's Dec-2022 benchmarking circular); returns are TWRR net of all fees and expenses per SEBI circular of Feb-13-2020, as reported by each portfolio manager. Benchmark series are the cross-reporter modal consensus of manager-reported benchmark figures. Reporting artifacts (impossible values on dormant months) are nulled, never silently dropped; dead funds remain in every month they existed. History begins Apr-2023 (the APMI disclosure floor). Sharpe uses rf 6%, arithmetic monthly convention. Coverage: this site lists the client-facing discretionary PMS universe open to the general public (~₹4.6 lakh crore). SEBI's headline portfolio-manager AUM (₹43.2L cr, Jun-2026) additionally includes ~₹30L+ cr of EPFO/provident-fund special mandates plus non-discretionary (₹3.4L cr) and advisory (₹3.1L cr) assets — none of which publish IA-level returns or are investable products; PF/institutional mandates and private-markets series are excluded from these listings. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. EdgePnL groupings, inferred comparison benchmarks and percentiles are analytical overlays, not official categories; each fund's declared benchmark is always shown. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Jul 2026 · leaderboard

Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.