What is the Motilal Oswal – Value Migration AIF Strategy and how has it performed?

Motilal Oswal – Value Migration AIF is a Portfolio Management Service (PMS) strategy launched on 07 September 2020, benchmarked against the BSE 500 TRI 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 Abhishek Anand and reported a 6-month M2M return of 5.07% 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 – Value Migration AIF Strategy Details

A Multi-cap oriented portfolio Research in Action – Based on Value Migration Study A High Conviction portfolio of up to 30 stocks Bottom of stock selection powered by proprietary QGLP Investment philosophy Rigorous Risk Management Framework for consistency and sustainability of performance

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TRI) 6.3%

Top 5 Sectors Weightage

Financialization 29%
Tech Service 13.4%
Urbanization 9.5%
Renewable Energy 8.9%
Defense 8.3%
others 30.9%

Know About Fund Managers

Abhishek Anand

Vaibhav

FAQ

Frequently asked questions about Motilal Oswal – Value Migration AIF

What is the benchmark and inception date of Motilal Oswal – Value Migration AIF?

Motilal Oswal – Value Migration AIF was launched on 07 September 2020 and is benchmarked against the BSE 500 TRI 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 – Value Migration AIF PMS strategy?

Motilal Oswal – Value Migration AIF is managed by Abhishek Anand .

What sectors does Motilal Oswal – Value Migration AIF invest in?

As of 20 August, 2026, the Motilal Oswal – Value Migration AIF portfolio is allocated primarily across Financialization (29%), Tech Service (13.4%), Urbanization (9.5%), Renewable Energy (8.9%), and Defense (8.3%), with the remaining 30.9% 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 – Value Migration AIF 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 – Value Migration AIF. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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