Motilal Oswal Value Migration

Motilal Oswal Value Migration was launched on 18 February 2003 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 Value Migration is managed by Abhishek Abhishek has over 20 years of experience in equities with more than 10 years of Fund Management experience. He has worked with organisations like CMIE, SBI Capital Markets Limited, Dun & Bradstreet. In his last stint with Centrum he worked as Portfolio Manager and generated strong performance. He is Certified Treasury Manager and completed his Masters in Management Studies from Mumbai Universities..

As of 30 September, 2026, the Motilal Oswal Value Migration portfolio is allocated primarily across Financialization (23.4%), Capital Goods (22.1%), Consumer Durables (13.2%), Consumer Services (10.6%), and Services (8.4%), with the remaining 22.3% 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 Value Migration. The minimum investment amount is subject to change based on SEBI regulatory notifications.