What is the Motilal Oswal Mid to Mega Strategy and how has it performed?

Motilal Oswal Mid to Mega is a Portfolio Management Service (PMS) strategy launched on 24 December 2019, benchmarked against the BSE 500 TR index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Rakesh Tarway and reported a 6-month M2M return of 15.36% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

Motilal Oswal Mid to Mega Strategy Details

The strategy seeks to primarily invest in midcap segment having 101st to 400th companies in terms of full market capitalization. However, the strategy has the flexibility to invest in companies across the entire market capitalization spectrum

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TR) 6.3%

Top 5 Sectors Weightage

Financialization 23.8%
Capital Goods 12.8%
Tech & Tech Services 12.5%
Urbanization 11.8%
Auto 7.4%
others 31.7%

Know About Fund Managers

Rakesh Tarway

FAQ

Frequently asked questions about Motilal Oswal Mid to Mega

What is the benchmark and inception date of Motilal Oswal Mid to Mega?

Motilal Oswal Mid to Mega was launched on 24 December 2019 and is benchmarked against the BSE 500 TR index. The strategy is one of Motilal Oswal longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the Motilal Oswal Mid to Mega PMS strategy?

Motilal Oswal Mid to Mega is managed by Rakesh Tarway .

What sectors does Motilal Oswal Mid to Mega invest in?

As of 20 August, 2026, the Motilal Oswal Mid to Mega portfolio is allocated primarily across Financialization (23.8%), Capital Goods (12.8%), Tech & Tech Services (12.5%), Urbanization (11.8%), and Auto (7.4%), with the remaining 31.7% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for Motilal Oswal Mid to Mega PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including Motilal Oswal Mid to Mega. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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