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Value Migration Strategy

Value Migration Strategy is a Equity Portfolio Management Service launched by Motilal Oswal Asset Management Company Limited - Portfolio Managers on February 2003. Managed by Vaibhav Agrawal, the fund holds ₹3236 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -6% (1Y), 19.25% CAGR (3Y), 18.94% since inception. Performance data as of July 2026.

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Value Migration Strategy

Motilal Oswal Asset Management Company Limited - Portfolio Managers

3,236.09 CR AUM

Value Migration Strategy

Value Migration Strategy

Motilal Oswal Asset Management Company Limited - Portfolio Managers

3,236.09 CR AUM

BSE 500 TRI
Benchmark
23yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
23yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
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.
1OF2

What is this fund's investment objective?

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

How has Value Migration Strategy performed?

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1M IA return
4.18%
1M benchmark return
1.73%
Alpha
2.45%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.18%
1M benchmark return
1.73%
Alpha
2.45%
1M Wealth multiple
1.04x

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