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.

Motilal Oswal Mid to Mega is managed by Mr. Rakesh Tarway Mr. Rakesh Tarway has 17 years of experience in equity markets as Analyst and Head of Research. He has worked with Motilal Oswal Securities Limited as Analyst and Head of Retail Products. Prior to joining, Motilal Oswal Asset Management Company Limited, he had worked as Head Of Research for Reliance Securities Limited..

As of 30 September, 2026, the Motilal Oswal Mid to Mega portfolio is allocated primarily across Financialization (27.6%), Capital Goods (14.3%), Consumer Durables (14%), Automobile (5.9%), and Healthcare (5.9%), with the remaining 32.3% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

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.