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Motilal Oswal
Motilal Oswal · Portfolio Management Services
Value Migration is a PMS (Portfolio Management Services) strategy from Motilal Oswal. It has returned -1.40% over 1 year, +15.70% over 3 years, +13.20% over 5 years, as reported by the fund manager. It manages about ₹3,094 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Value Migration has returned -5.10% (1 month), -0.10% (3 months), +19.40% (6 months), -1.40% (1 year), +15.70% (3 years), +13.20% (5 years), +18.70% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Value Migration is offered by Motilal Oswal, a SEBI-registered portfolio manager.
