Motilal Oswal

India Excellence Fund

Mid to Mega Series III

Think Equity. Think Motilal Oswal. [Link]

 What is Mid to Mega?

Think Equity. Think Motilal Oswal. [Link]

 Mid to Mega

Industry Tailwinds

Leverage favorable industry

conditions for growth

As simple as it sounds, Mid to Mega stands for

a company’s stock crossing over from the Mid
(i.e. ranks 101 to 300) to the Mega category Industry Leaders
(I.e. top 100). The transition is mainly seen in
Maintain leadership position to
companies who are :
drive transition

Value Migration Beneficiaries

Capitalize on shifting market

values

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 What it takes to achieve Mid to Mega?

Stable Growth and Stable Pricing and

Stable Pricing Consolidation

Growth Phase

Revenue Growth

The Lollapalooza Effect, as Charlie Munger Earnings Growth

put it, is when multiple forces combine to From Idea to Business

Revenue/Earnings Growth
create massive results.
Idea Phase

Mid to Mega is just that—MQGLP working

together to fuel explosive growth!

Small Cap Mid Cap Large Cap

Potential to invest in the leaders of tomorrow: High Growth Prospect.

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

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 Why Mid to Mega?

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 Mid To Mega Exciting Journey –
Crossover Offer Healthy Strike Rate

Mega
1 17 72 • 17 Mid companies
crossed over to Mega
size.
• Strike rate is at 12%

Mid
76 22
• Upward movement is
• Only 24 Mini 24
statistically more from
companies crossed mid caps to large caps
over to Mid size.
• Strike Rate is low at

Mini
9% TO 218 52 4

Mini Mid Mega

Total No. of Stocks 250 150 100

FROM
Study of Crossovers: 2019 to 2024

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 More Diverse Themes In Mid & Small Segment

NSE 100 Nifty MidSmall 400

34%

Orientation towards high expected earnings growth segments

21%

13%
13%
10%

9%

8%

7%

7%
6%

6%

5%
4%

4%

4%

4%

4%

4%
3%
3%

3%

3%
3%

3%
2%

2%
2%
2%

2%
2%

1%
1%

1%
1%

1%
0%
0%

0%
0%

0%

0%

0%
Textiles
Healthcare

Chemicals
Consumer Services

Construction

Forest Materials
Construction Materials

Capital Goods
Power
Metals & Mining

Realty
Telecommunication

Services

Diversified
Financial Services

Information Technology

Oil, Gas & Consumable Fuels

Automobile and Auto

Consumer Durables
Fast Moving Consumer

Media, Entertainment &

Components

Publication
Goods

Data as of Mar’25. Source: MOFSL, MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for
development or implementation of an investment strategy.

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 Why Mid to Mega Now?

Think Equity. Think Motilal Oswal. [Link]

 Segments from growth part of the market
outperformed leading to fast tracked rise in market cap
Large Cap Market Cap (INR Tn) Midcap Market Cap (INR Tn)
15% CAGR 252 259
78
23% CAGR 70
3% CAGR 184 178
147 3% CAGR 43 43
97 108 86 34
75 69 85 24 24
15 14 19 17

FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

Small Cap Market Cap (INR Tn)

79 • India's listed market cap grew 7% YoY in FY25

68
35% CAGR • Large-caps grew 3% YoY in FY25
-2% CAGR 38 38
22 24 • Mid-caps grew 12% YoY in FY25
18 19
12 12 11 • Small-caps grew 17% YoY in FY25
FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

Data as of Mar’25. Source: Bloomberg, MOFSL, MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not
used for development or implementation of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 Motilal Oswal Mid To Mega Strategy

Think Equity. Think Motilal Oswal. [Link]

 Why invest with Motilal Oswal Mid to Mega Strategy
• Mid to Mega thematic has over 5 years of track record
 First fund has delivered 24% CAGR returns since Dec’19

• Unique thematic compared to multiple offerings

 Based on Wealth Creation Study presented by our chairman, Raamdeo Agrawal

• Low Churn Ratios

 FY Wise
FY25 FY24 FY23 FY22 FY21

4.9% 6.8% 5.5% 5.9% 4.9%

• Low Overlap with other MO Alternate Offerings

 Differentiated offering by Motilal Oswal AMC

Value
Founders India Growth NTDOP Ethical
Migration
29.3% 27.6% 31.8% 27.9% 16.6%

Data as of Apr’25. Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development
or implementation of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 Why invest with Motilal Oswal Mid to Mega Strategy
• Mid to Mega thematic has over 5 years of track record.
 Track Record across various market cycles

CY Wise CY24 CY23 CY22 CY21 CY20 Mid to Mega Strategy BSE 500 TRI
FPI Selling, Macroeconomic
Fund 39.7 55.8 -21.2 48.9 46.3 Issues
Russia Ukraine War, Global
BSE 500 15.7 26.5 4.8 31.6 18.4 Supply Chain Issues 31.77

Alpha 24.0 29.2 -26.0 17.3 27.9

COVID
Pandemic
23.62

FY Wise FY25 FY24 FY23 FY22 FY21

Fund 12.6 69.0 -18.0 27.8 101.3

BSE 500 6.0 40.2 -0.9 22.3 78.6

Apr-20

Apr-21

Apr-22

Apr-23

Apr-24

Apr-25
Aug-20

Aug-21

Aug-22

Aug-23

Aug-24
Dec-19

Dec-20

Dec-21

Dec-22

Dec-23

Dec-24
Alpha 6.6 28.9 -17.1 5.5 22.6

Data as of Apr’25. Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development
or implementation of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 Our Existing Expertise In Unlisted Space

MOAMC + MOPE
Expertise
MOAMC MOPE

MO SOP III MO Vision 2030

2 deals with a total 5 deals with a total
20+ Years value of 67 cr value of 146 cr
Of investment
experience in ~ 14,000 cr
managing equity raised across 4
funds MO Founders II MO SOP IV funds
4 deals with a total 4 deals with a total
~1,30,000 cr value of 210 cr value of 230 cr

QGLP Philosophy

This data should not be used for development or implementation of an investment strategy. Past performance may or may not sustain in future
Think Equity. Think Motilal Oswal. [Link]
 Our Existing Unlisted Securities
Holding till Maturity
QoQ Growth on Price
Deal Size across funds
Security
(in cr.) Apr-23 Oct-23 Apr-24 Oct-24 Apr-25
NSE 69
Jain
Simpolo 30 Resource
Recycling^
VVDN 66
Zepto 190 Zepto^

Jain Resource Recycling 100

VVDN 0.9% 44.5% 17.3%

Unlisted Exposure that went public

Simpolo 71.4% 5.1% 28.0% -10.5%
Deal Size across funds
Security
(in cr.) NSE* 0.5% 6.6% 30.0% 28.1% 42.80%
Swiggy 81 *Post-Split (last price approx. to 1:5)
^ Bought recently hence valued at cost
One Source Pharma 116

Data as on Apr’25. This data should not be used for development or implementation of an investment strategy. Past performance may or may not sustain in future

Think Equity. Think Motilal Oswal. [Link]

 M-Q-G-L-P Framework

Mid-Size Benefit of Low-Base Well-

Established Track Record

Quality of Business x Quality of Quality

Management

Growth Revenue Growth & Market Share

Gains

Long-term Relevance of Business Longevity

& Sustenance of Growth Momentum

Price Reasonable Valuation & High Margin

of Safety

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 High Quality & High Growth Focused House

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 Potential Leaders Of The Current Market Cycle

Tech & Tech Healthcare

China + 1 Make in India Financialisation Urbanization Telecom
Services Ecosystem

High AUM Growth

New Age Equipment and
Chemicals Auto + EV Retail Focused Leisure & Luxury Diagnostics
Consumer Tech Infra
Lenders
Electronic
Capital Goods & Capital Market High Growth Travel &
Manufacturing Hospitals Services
Engineering Companies Tech Companies Hospitality
Services

Infrastructure Health & Life

Premiumization Pharma
Ancillaries Insurance

Renewable Power

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 Risk Management Framework For Sustainability

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 MQGLP Checklist:
How To Shortlist Potential Mid-to-mega Stocks

Quality – Size, Growth or Market

Start with SMID Small/Mid Size M Q Industry Leader Share

RoE of at least Quality – ROE Q G Growth – PAT 2-year PAT CAGR of

20% 20%

Prefer seculars over Look for a suitable entry

cyclical for longevity Longevity – Consistency L P Price – PE
point for the company

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 Portfolio Winners

Stock Name Buy Period Status Returns Generated Category Change MCap Change (‘000 Crs)

Persistent Systems Jun-20 Holding 17.9x Small Cap to Mid Cap 4.6 to 84.8

APL Apollo Tubes Feb-20 Exited 6.2x Small Cap to Mid Cap 4.0 to 45.9

Mastek Jun-20 Exited 5.6x Small Cap to Small Cap 0.8 to 8.9

BSE Aug-23 Holding 5.2x Small Cap to Mid Cap 20.0 to 88.5

Polycab India Jan-20 Holding 4.6x Mid Cap to Mid Cap 12.7 to 86.5

Trent Jan-23 Holding 3.4x Mega Cap to Mega Cap 49.7 to 182.0

Garden Reach Shipbuilders Oct-22 Holding 3.3x Small Cap to Small Cap 4.4 to 20.5

Dixon Technologies Jun-20 Exited 2.8x Small Cap to Mid Cap 5.0 to 24.8

Amber Enterprises Aug-20 Holding 2.6x Small Cap to Small Cap 6.5 to 19.6

TVS Motors Jun-22 Holding 2.5x Mid Cap to Mega Cap 31.4 to 126.2

Data as on Apr’2025. Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for
development or implementation of an investment strategy. Based on market cap classification file provided half-yearly by AMFI

Think Equity. Think Motilal Oswal. [Link]

 Betting on Big Themes – Unmissable Investment Themes

Think Equity. Think Motilal Oswal. [Link]

 Capital Markets in India: A New Era of Transition

• Growth is GDP would result in growth of equity markets and financialization of savings through incremental GDP per capita
• Digitization and retail participation drove capital market story post pandemic
• Currently affected by volatile times and global outlook, however integral story to India’s economy

Financialization of ESG Investing Regulatory

Savings Focus Modernization

Democratization of Strengthening of
Access Institutions

Transforming Trends in India's Financial Market Landscape

Source: MOAMC Internal Research. Disclaimer: The Stocks mentioned above are used for explanatory purpose about investment strategy theme of the manager and it should not be used for development or implementation of any
investment strategy. Further It should not be construed as investment advice to any party. The stocks mentioned herein may or may not be part of our future holdings. Past performance does not guarantee future returns.

Think Equity. Think Motilal Oswal. [Link]

 Power/Energy : Renewable Growth Trajectory

• Our budget continues to highlight the target of renewable sources of energy for the country
• Although dominated by thermal sources, our country has crossed 200GW installed renewable capacity
• Government of India has reiterated its commitment to achieving 500GW+ installed capacity in renewable energy by 2030
• Out of the targeted 500GW, approximately 100-150GW would be allotted to Wind Energy
• The second option Solar Energy, is highly competitive and also heavily impacted by US Tariffs

India's Renewable Energy Journey: Government Initiatives Driving Energy Transition

2025 2030

Incentives for solar Investment in green

module manufacturing hydrogen for clean fuel
Green Hydrogen future.
expansion. PLI Schemes Mission

Under Green Energy

India achieves 203 Goal of 500 GW Encouraging large-scale battery Corridor Phase II to
GW renewable non- storage projects. Transmission evacuate renewable power
Energy Storage
energy capacity fossil fuel capacity Reforms efficiently.
Policy
Source: Budget Documets, Company Reports, MOAMC Internal Research. Disclaimer: The Stocks mentioned above are used for explanatory purpose about investment strategy theme of the manager and it should not be used for
development or implementation of any investment strategy. Further It should not be construed as investment advice to any party. The stocks mentioned herein may or may not be part of our future holdings. Past performance does not
guarantee future returns.

Think Equity. Think Motilal Oswal. [Link]

 Make in India: Manufacturing & Infrastructure Growth

• Government Support and Policy push in the segment is visible

• Higher targets and allocation towards roads, railways, ports, metro etc. Electronic Manufacturing & Services, Renewables, Capital Goods among
others are segments displaying higher potential earnings growth
• India could emerge as the manufacturing hub of India given global stance of de-risking from China and offering similar cost structures to competing
nations. Growth is visible as a result of focus on import substitution, policies such as PLI and Make in India, and push in exports

Geopolitical Macroeconomic
Realignment Foundation

De-risking from China Strong economic

indicators
India as preferred
destination Investment cycle India's Manufacturing
and Infrastructure
Renaissance
Make in India push Electronics supply
chains
PLI schemes Advanced
infrastructure

Government Incentives Emerging Industries

Source: MOAMC Internal Research. Disclaimer: The Stocks mentioned above are used for explanatory purpose about investment strategy theme of the manager and it should not be used for development or implementation of any
investment strategy. Further It should not be construed as investment advice to any party. The stocks mentioned herein may or may not be part of our future holdings. Past performance does not guarantee future returns.

Think Equity. Think Motilal Oswal. [Link]

 Consumer Discretionary: Rising Disposable Incomes

• With exponential rise in GDP per capita, we expect the discretionary and services segment to post higher growth compared to fast moving goods
• New Age Tech in Consumer services is a fast-tracked high growth segment
• Followed by the boom in real estate, expenditure in white goods would also increase
• Changing landscape of multiple sectors such as jewelry, retail clothing from unorganized to organized could drive growth

Rising Income Levels Urbanization

Higher Disposable Income Urban Infrastructure

Improved Living Standards Consumer Demand
Consumption
and
Retail Sector Transition Consumer Increasing Aspirations
Discretionary
Organized Retail Outlets Luxury Goods
Consumer Convenience Premium Services

Government Initiatives

GST Implementation
Digital Payment Promotion
Source: MOAMC Internal Research. Disclaimer: The Stocks mentioned above are used for explanatory purpose about investment strategy theme of the manager and it should not be used for development or implementation of any
investment strategy. Further It should not be construed as investment advice to any party. The stocks mentioned herein may or may not be part of our future holdings. Past performance does not guarantee future returns.

Think Equity. Think Motilal Oswal. [Link]

 Healthcare Ecosystem : Long Term Growth Story

• Healthcare ecosystem includes Hospitals, Diagnostics and Pharmaceutical plays

• Hospitals and Diagnostics are effective strategy to be included in a portfolio considering the segment in generally unaffected by US Tariffs and
global volatility
• Medical tourism in India has also been on a steady rise considering cost efficiencies.
• Another pattern that is very prominent is the average/median age in India which has been growing steadily – translates into growing medical
expenses

Rising Awareness Growing Population

Increased health consciousness and Expanding middle class and aging
insurance coverage. demographics.

Lifestyle Diseases Increased Investment

Increased need for specialized Government and private spending on
treatments. healthcare.

Medical Tourism
India attracting international
patients for treatment.

Source: MOAMC Internal Research. Disclaimer: The Stocks mentioned above are used for explanatory purpose about investment strategy theme of the manager and it should not be used for development or implementation of any
investment strategy. Further It should not be construed as investment advice to any party. The stocks mentioned herein may or may not be part of our future holdings. Past performance does not guarantee future returns.

Think Equity. Think Motilal Oswal. [Link]

 Motilal Oswal India Excellence Fund
Mid To Mega – Series III

Think Equity. Think Motilal Oswal. [Link]

 Portfolio Positioning

Listed 89.8 M-Cap Bands M2M Make in India - Renewable Energy 9.5
Urbanization 19.9 >= 1Lakh Cr 15.6 Suzlon Energy 6.5
Kalyan Jewellers 4.0 >= 75K Crs 23.0 Waaree Energies 3.0
Puravankara 0.7 >= 50K Crs 12.0 Make in India - Electronic Goods Manufacturing 7.8
Trent 6.2 >= 25K Crs 24.4 PG Electroplast 5.2
Aditya Birla Real Estate 2.7 >= 10K Crs 11.6 Amber Enterprises 2.6
TVS Motor 6.3 >= 5K Crs 3.3 Tech & Tech Services 5.6
Make in India - Capital Goods & Engineering
15.7 < 5K Crs 0.0 Zaggle Prepaid 2.5
Hitachi Energy 6.6 Equity Total 89.8 Persistent Systems 3.1
Polycab India 3.9 Healthcare Ecosystem 5.5
Apar Industries 5.2 Global Health 5.5
Financialization 14.9 Market Cap Breakup % Telecom 4.6
Angel One 4.6 Large cap 21.0 Bharti Airtel PP 4.6
AU Small Finance 3.5 Mid cap 34.9 Make in India - Infrastructure Ancillaries 3.7
BSE 3.1 Small cap 34.0 Power Mech Projects 3.7
Multi Commodity Exchange 1.0 Total Long Equity Exposure 89.8 Make in India - Defense 2.7
Piramal Enterprises 2.6 Garden Reach Shipbuilders 2.7
Grand Total 89.8

Source: MOAMC Internal. Past Performance may or may not be sustained in the future. The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for development or implementation
of an investment strategy. Portfolio of its Series 1

Think Equity. Think Motilal Oswal. [Link]

 Performance Attribution

3 Months Attribution 1 Year attribution

Grand Total 5.1% Grand Total 11.5%
Top Alpha Contributors Top Alpha Contributors
Avg Fund Fund Weight Stock Excess Avg Fund Fund Weight Stock Excess
Security Avg Ow/Uw Security Avg Ow/Uw
Weight as on Date Returns Return Weight as on Date Returns Return
ABB Power Products and Systems India Limited 5.57% 6.49% 5.47% 58.11% 2.23% BSE Ltd. 4.69% 4.24% 4.69% 221.79% 5.02%
BSE Ltd. 3.92% 4.24% 3.92% 51.65% 1.33% ABB Power Products and Systems India Limited 1.97% 6.49% 1.89% 62.96% 2.25%
Apar Industries Limited 3.04% 3.64% 2.99% 57.43% 1.24% PG Electroplast LIMITED 5.05% 5.80% 5.05% 67.92% 1.52%
Garden Reach Shipbuilders & Engineers Ltd. 2.06% 2.42% 2.03% 78.87% 1.06% Garden Reach Shipbuilders & Engineers Ltd. 1.74% 2.42% 1.72% 44.50% 1.47%
T V S Motor Co. Limited 7.63% 5.55% 7.29% 20.59% 0.70% Trent Limited 7.60% 6.05% 6.89% 13.56% 1.31%

Top Alpha Detractors Top Alpha Detractors

Avg Fund Fund Weight Stock Excess Avg Fund Fund Weight Stock Excess
Security Avg Ow/Uw Security Avg Ow/Uw
Weight as on Date Returns Return Weight as on Date Returns Return
PG Electroplast LIMITED 6.93% 5.80% 6.93% -17.67% -2.33% Kei Industri 2.68% 0.00% 2.56% -34.71% -1.43%
Global Health Limited 5.68% 4.90% 5.57% -5.13% -0.92% Birlasoft Ltd. 1.49% 0.00% 1.44% -46.30% -1.27%
eMudhra Limited 2.39% 2.17% 2.39% -9.76% -0.58% Global Health Limited 4.89% 4.90% 4.78% -13.11% -1.18%
Amber Enterprises India LIMITED 2.51% 2.41% 2.44% -6.12% -0.49% Motherson Sumi Systems Limited 1.84% 0.00% 1.59% -35.80% -1.18%
Reliance Industries Limited 0.00% 0.00% -4.81% 17.66% -0.34% H D F C Bank Limited 0.00% 0.00% -6.95% 0.00% -1.12%

Market Cap Contribution Market cap contribution

Fund Fund
Security Index Wt. Fund Cont. Index Cont. Alpha Security Index Wt. Fund Cont. Index Cont. Alpha
Wt.(avg) Wt.(avg)
Large Cap 18.53% 71.47% 3.64% 6.40% 2.97% Large cap 19.37% 71.11% 2.29% 3.66% 0.75%
Mid Cap 37.11% 18.28% 10.11% 2.50% 5.99% Mid cap 38.42% 18.31% 11.67% 0.82% 10.01%
Small Cap 34.38% 10.25% 1.97% 1.69% -2.40% Small cap 33.53% 10.58% 1.99% 0.00% 0.89%
Others 9.98% 0.00% 0.00% 0.00% -1.43% Others 8.68% 0.00% 0.00% 0.00% -0.18%

Data as on Jun-25

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 Key Terms and Structure of the Fund

Name of the Scheme Motilal Oswal India Excellence Fund – Mid To Mega – Series III

Tenure 9 years from first close + 2 years extension provision

30% initial contribution followed by other at the discretion of IM/10% initial followed by 9
Drawdown Structure
equal SIPs

For Share Class Y : 3% from 0 till 12 months, 2% from 12 till 24 months, 1% from 24 till 36
Exit Load from each allotment
months, Nil thereafter

Monthly. Redemption requests shall only be executed for investors who have contributed
Redemption
100% capital commitment subject to exit load criteria

Final Close Up to 12 months from first close

Commitment Period Up to 12 months from final close

Source: MOAMC Internal. Past Performance may or may not be sustained in the future. The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for development or implementation
of an investment strategy.

Think Equity. Think Motilal Oswal. [Link]

 Key Terms and Structure of the Fund

Share Class Min Commitment Fee Structure Mgmt fees p.a. Carried Interest Hurdle Rate Type

Y1 1<5 Fixed 2.50% NA NA Drawdown

Y2 >=5 Fixed 2.00% NA NA Drawdown

Y3 1<5 Fixed 2.50% NA NA SIP

Y4 >=5 Fixed 2.00% NA NA SIP

In case of defaults in SIP/Drawdown, one time management fees of upto 4% + GST shall be levied on entire Capital Commitment. Please refer PPM for further details.
Redemption requests shall be executed only in case of investors who have given 100% commitment and subject to exit load criteria

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 Experienced Investment Team

Raamdeo Agrawal Prateek Agrawal

Chairman MD & CEO

 Vaibhav Agrawal is currently managing ~10,000 Crs AUM at Motilal Oswal AMC across alternate products
 He has also managed a proprietary PMS and has over a decade in stock picking and generating index beating returns
 He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal AMC

 Dhaval Mehta brings 14+ years of experience in equity research and portfolio management
 Prior to joining MOAMC, Dhaval was working with Aditya Birla Sun Life AMC as Portfolio Manager, where he used to manage
over ~3700 Crs AUM and has delivered stellar performance across the investment cycles.
 He has also worked with ASK Investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys

Think Equity. Think Motilal Oswal. [Link]

 Disclaimers and Disclosures
• The content is issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure
of every material fact and terms and conditions. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as
investment advice to any party.
• All opinions, figures, charts/graphs, estimates and data included in this presentation are as on date and are subject to change without notice. The statements contained herein may include statements of future expectations and
other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from
those expressed or implied in such statements. Readers shall be fully responsible / liable for any decision taken on the basis of this presentation. Investments in Securities are subject to market and other risks and there is no
assurance or guarantee that the objectives of any of the Schemes will be achieved. The scheme may not be suited to all categories of investors.
• The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. Opinions, if any, expressed are our opinions as of the date of
appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. Recipient
shall understand that the aforementioned statements cannot disclose all the risks and characteristics. The recipient is requested to take into consideration all the risk factors including their financial condition, suitability to risk
return, etc. and take professional advice before investing.
• As with any investment in securities, the Value of the portfolio under management may go up or down depending on the various factors and forces affecting the capital market. This document is not for public distribution and
has been furnished solely for information and must not be reproduced or redistributed to any other person. Persons into whose possession this document may come are required to observe these restrictions.
• In the event of redemption before maturity, investment will be redeemed at the Net Asset Value (NAV) as of the requested date. This includes unrealized gains, which could be subject to tax liability, and such liabilities must be
borne by the exiting investor prior to maturity.
• Senior citizen who are 70+ years of age should be fully aware of the lock in period, if any and the risk associated with the age as the nature of risk associated with equity product may not be generally suitable with risk profile of
the age.
• Investment in Securities is subject to market and other risks and there is no assurance or guarantee that the objectives of any of the Schemes of Alternative Investment Funds will be achieved. Please read Private Placement
Memorandum of the Scheme.
• Please add disclaimer of Hi Quality Hi Growth and QGLP as provided below: This communication is confidential and intended only for the selective recipient. It may not be shared, distributed, or disclosed to any third party
without prior written consent. The QGLP strategy emphasizes investments in companies with a high quality of business and management, strong earnings growth potential, sustainable longevity, and attractive price valuations.
While these factors are considered when constructing the portfolio, there is no assurance that this approach will outperform the market or provide positive returns. The strategy is subject to market risks and may experience
periods of underperformance. The usage of the terms Hi-Quality and Hi- Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy/ process which is based on qualitative and quantitative research
parameters. The stock/Sector mentioned may or may not be part of our portfolio/strategy/ schemes. Past performance may or may not be sustained in future. The information contained in this document is for general purposes
only and not a complete disclosure of every material fact and terms and conditions. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy
and should not be construed as investment advice to any party. MOAMC does not take the responsibility for the authenticity of the above information/news/data. The statements contained herein may include statements of
future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to
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