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Next Trillion Dollar Opportunity Strategy

Next Trillion Dollar Opportunity Strategy is a Equity Portfolio Management Service launched by Motilal Oswal Asset Management Company Limited - Portfolio Managers on August 2007. Managed by Prateek Agrawal, the fund holds ₹4490 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -1.64% (1Y), 14.14% CAGR (3Y), 14.08% since inception. Performance data as of July 2026.

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Next Trillion Dollar Opportunity Strategy

Motilal Oswal Asset Management Company Limited - Portfolio Managers

4,490.15 CR AUM

Next Trillion Dollar Opportunity Strategy

Next Trillion Dollar Opportunity Strategy

Motilal Oswal Asset Management Company Limited - Portfolio Managers

4,490.15 CR AUM

BSE 500 TRI
Benchmark
18yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
18yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

prateek agrawal

Fund Manager
EQUITYStrategies

Mr. Prateek Agrawal is the Executive Director at Motilal Oswal AMC. Previously, he was the Business Head & CIO of ASK Investment Managers Ltd. He works closely with clients and channel partners and provides strategic direction to fund managers and research teams. He holds over 27 years of experience in capital markets with a long distinguished sell side research, investment banking and advisory experience which has been a great asset on the buyside. Prior to ASK Group, he was associated with SBI Capital Markets as Head of Research and headed equities at ABN Amro and Bharti Axa AMCs. He was part of the team involved with the privatisation of VSNL and handled Hindustan Zinc for Vedanta Group.

Mr. Prateek Agrawal is the Executive Director at Motilal Oswal AMC. Previously, he was the Business Head & CIO of ASK Investment Managers Ltd. He works closely with clients and channel partners and provides strategic direction to fund managers and research teams. He holds over 27 years of experience in capital markets with a long distinguished sell side research, investment banking and advisory experience which has been a great asset on the buyside. Prior to ASK Group, he was associated with SBI Capital Markets as Head of Research and headed equities at ABN Amro and Bharti Axa AMCs. He was part of the team involved with the privatisation of VSNL and handled Hindustan Zinc for Vedanta Group.
Fund manager

vaibhav agrawal

Fund Manager
EQUITYStrategies

Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.

Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
1OF2

What is this fund's investment objective?

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth. It aims to invest in stocks across market capitalisation with a focus on identifying potential winners that would participate in successive phases of GDP growth.

How has Next Trillion Dollar Opportunity Strategy performed?

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1M IA return
2.92%
1M benchmark return
1.73%
Alpha
1.19%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.92%
1M benchmark return
1.73%
Alpha
1.19%
1M Wealth multiple
1.03x

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