Motilal Oswal India Excellence Fund – Mid to Mega – Series IV
Motilal Oswal
Fund profile
About the Fund
Motilal Oswal India Excellence Fund – Mid to Mega – Series IV seeks companies that can transition from the early or mid phase of growth toward the large-cap stage. It focuses on businesses where scale expansion can improve earnings visibility and operating economics. A high-conviction approach and valuation discipline are used to capture structural growth and improving profitability over multiple years.
Source: About the Fund PDF.
Key metrics
AUM
₹5,474 Cr
Minimum investment
₹1 Cr
Vintage
2026
Top holding
5.1%
Since inception
+13.29%
Inception
28 May 2026
Source-verified detail
Key Information
Fund manager
Vaibhav Agrawal
Investment manager
Motilal Oswal
SEBI category
Category 3
Strategy
Equity
Benchmark
BSE 500 TRI
Management fee
2.5%
Portfolio listed
98.1%
Initial drawdown
25% of capital commitment
Status
Active
Data as of
30 Jun 2026
Source: Fact sheet / official materials provided by Motilal Oswal.
Disclosed figures
Performance since inception
Performance since inception
Series III since inception 28 May 2025; performance data as on 30 June 2026. Series IV performance is not disclosed in the source deck. Pre-tax, Series III reference performance. Past performance may or may not sustain in the future.
Source: Fact sheet / official materials provided by Motilal Oswal.
Motilal Oswal
About the Fund Manager
Vaibhav Agrawal
CIO – Alternates & Fund Manager, Motilal Oswal AMC
Currently manages about ₹10,000 crore of AUM at Motilal Oswal AMC across alternate products. Has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. Earlier worked as a ratings analyst at CRISIL and as an investment analyst at Motilal Oswal AMC.
- AUM managed
- About ₹10,000 crore
- Stock-picking experience
- Over a decade
- Previous role
- Ratings analyst, CRISIL
Request / Enquiry
