PMS Navigator

April 2025 | Issue 94

What We Offer - Portfolio Management Services (PMS)

MOAMC ICICI UNIFI

• MOAMC Founders Strategy • ICICI Pipe PMS Strategy • Unifi Blended Rangoli
• MOAMC Value Migration • ICICI Contra PMS Strategy
• MOAMC Mid to Mega Strategy

SBI
Marathon
• SBI AEON • Marathon Trends Following

Abakkus Buoyant

• Abakkus AACA • Buoyant Opportunities Portfolio

• Abakkus AEOA

Renaissance Alchemy

• Renaissance India Next PMS • Alchemy Smart Alpha 250 PMS

• Renaissance Opportunities Portfolio

Offering Categories
Name Type

MOAMC Founders Multi Cap

MOAMC Value Migration Multi Cap

MOAMC Mid to Mega Mid & Small Cap

SBI AEON Multi Cap

Abakkus AACA Large & Mid Cap

Abakkus AEOA Mid & Small

Renaissance India Next PMS Flexi Cap

Renaissance Opportunity Portfolio Large Cap

ICICI Pipe Mid & Small Cap

ICICI Contra Multi Cap

Marathon Trend Following Multi Cap

Buoyant Opp Portfolio Multi Cap

Alchemy Smart Alpha 250 Multi Cap

UNIFI Blended Rangoli Multi Cap

Our bouquet of PMS offerings
Performance (%)
Launch AUM
Schemes Fund Manager Category Since Factsheet PPT
Date (Rs cr) 1 Year 3 Years 5 Years 7 Years
Inception
MOAMC Founders Vaibhav Agrawal 16-Mar-23 Multi Cap 2,410 12.9 - - - 34.5 Link Link

MOAMC Value Migration Vaibhav Agrawal 18-Feb-03 Multi Cap 3,232 10.2 19.7 25.0 14.3 19.5 Link Link

Mid & Small -

MOAMC Mid to Mega Rakesh Tarway 24-Dec-19 1,625 12.6 15.8 31.9 24.4 Link Link
Cap

SBI AEON Gaurav Mehta 21-Jan-21 Multi Cap 647* 7.0 15.9 - 13.5 Link Link
-
Large & Mid 1.8 13.6 - - 25.2
Abakkus AACA Aman Chowhan 29-Oct-20 6,756 Link Link*
Cap

Abakkus AEOA Aman Chowhan 26-Aug-20 Mid & Small 4,859 17.9 20.2 - - 31.9 Link Link*

Renaissance India Next PMS Pankaj Murarka 19-Apr-18 Flexi Cap 546 13.0 21.5 39.3 16.1 Link Link

Renaissance Opportunity Portfolio Pankaj Murarka 01-Jan-18 Large Cap 514 9.9 16.4 30.4 15.1 13.4 Link Link

Mid & Small 9.4 23.7 39.7 - 27.0

ICICI Pipe Anand Shah 05-Sep-19 5,989 Link Link*
Cap

ICICI Contra Anand Shah 14-Sep-18 Multi Cap 10,297 7.0 20.5 33.3 - 19.7 Link Link*

Marathon Trend Following Atul Suri 01-Apr-23 Multi Cap 452 -2.7 - - - 24.8 Link* Link

Buoyant Opp Portfolio Sachin Khivasara 01-Jun-16 Multi Cap 4,383 15.6 21.2 40.2 17.6 21.7 Link Link

Alchemy Smart Alpha 250 Alok Agarwal 10-Aug-24 Multi Cap 528 3.3 - - - 19.0 Link Link

UNIFI Blended Rangoli Prithvi Raj 01-Jun-17 Multi Cap 14,877* -7.3 10.3 23.9 - 18.6 NP Link*

Data as on 31st Mar 2025 | *Latest PPTs / Factsheets / Data will be updated as & when we receive it from the AMCs
MOAMC Founders Strategy
Number of Holdings 25
Launch Fund Manager
• Objective is to invest in Indian businesses where founders or
16-03-2023 Vaibhav Agrawal Top 5 Holdings Weight % = 20.4
top management have a ‘Skin In The Game’ and responsible
Script Weight
for growth and success of the company.
eMudhra Ltd. 4.2
CAGR Portfolio % S&P BSE 500 TRI %
• Investment objective is two-fold i.e., Capital Preservation & Suzlon Energy Ltd. 5.5
1 Yr 12.9 6.0
Capital Appreciation. CG Power and Industrial Solutions 3.6
SI 34.5 22.3 Gujarat Fluorochemicals Ltd. 4.1
Archean Chemical Industries Ltd. 3.0
Large Mid Small Cash Top 5 Sectors Weight % = 76.6
16.5 41.8 41.3 0.4 Time Horizon >3 Yrs
Sector Weight
Capital Goods 38.0
*Ratio Portfolio S&P BSE 500 TRI Consumer Durables 12.6
P/E - 22.4 Year 1st 2nd 3rd Consumer Services 9.8
P/B - 3.7 Exit Load 2.0 Nil Nil Realty 8.1
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing.
Financial Services 8.1

MOAMC Value Migration Number of Holdings 25

• A Multicap strategy where manager decides Mcap allocation Top 5 Holdings Weight % = 25.3
Launch Fund Manager
depending on market conditions. Script Weight
18-02-2003 Vaibhav Agrawal Suzlon Energy Ltd. 5.5
• Aims for Long term compounding by investing in good
businesses run by great managers. Zomato Ltd. 5.1
CAGR Portfolio % S&P BSE 500 TRI % Amber Enterprises India Ltd. 5.0
• Target companies will be respective market leaders with 1 Yr 10.2 6.0 Gujarat Fluorochemicals Ltd. 4.8
high earnings growth. 3 Yr 19.7 13.7 Bharat Electronics Ltd. 4.8
Large Mid Small Cash 5 Yr 25.0 26.3 Top 5 Sectors Weight % = 83.2
20.5 48.6 29.0 2.0 7 Yr 14.3 14.6 Sector Weight
SI 19.5 17.6 Capital Goods 40.6
*Ratio Portfolio S&P BSE 500 TRI Financial Services 16.2
P/E - 22.4 Time Horizon >3 Yrs Consumer Services 9.1
P/B - 3.7
Year 1st 2nd 3rd
Consumer Durables 8.8
Realty 8.5
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing. Exit Load 2.0 Nil Nil
MOAMC Mid to Mega
Number of Holdings 23
Launch Fund Manager
• Aims to deliver superior returns by investing in midcap stocks
24-12-2019 Rakesh Tarway Top 5 Holdings Weight % = 35.3
that can benefit from growth in earnings and re-rating of
Script Weight
businesses.
PG Electroplast Ltd. 8.1
CAGR Portfolio % S&P BSE 500 TRI %
• A bottom up approach identifying high quality companies, Trent Ltd. 7.9
1 Yr 12.6 6.0
having superior growth and sustainable competitive TVS Motor Company Ltd. 7.2
3 Yr 15.8 13.7 Suzlon Energy Ltd. 6.1
advantage.
5 Yr 31.9 26.3 Global Health Ltd. 5.9
Large Mid Small Cash SI 24.4 17.0
Top 5 Sectors Weight % = 63.6
22.0 27.7 37.2 13.2 Sector Weight
Time Horizon >3 Yrs Capital Goods 18.1
*Ratio Portfolio S&P BSE 500 TRI Consumer Durables 16.8
P/E - 22.4
Year 1st 2nd 3rd
Information Technology 11.6
P/B - 3.7
Financial Services 9.1
Exit Load 2.0 Nil Nil
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing. Consumer Services 7.9

SBI AEON Number of Holdings 21

• SBI AEON is an All-Weather Portfolio Strategy Top 5 Holdings Weight % = 31.7
Launch Fund Manager
Script Weight
• And aims a 3-in-1 portfolio with ~20 stocks i.e., combination of 21-01-2022 Gaurav Mehta
HDFC Bank Ltd. 7.9
long-term structural ideas, medium-term tactical
ICICI Bank Ltd. 7.0
opportunities and active cash calls CAGR Portfolio % NIfty50 TRI %
Kotak Mahindra Bank Ltd. 6.0
1 Yr 7.0 6.7
• The fund follows a Core and Satellite approach ICICI Lombard 5.5
3 Yr 15.9 11.8 Ganesha Ecosphere Ltd. 5.4
SI 13.5 10.5
Top 5 Sectors Weight % = 82.9
Large Mid Small Cash
Sector Weight
25.7 12.8 50.6 11.0
Financials 29.5
Time Horizon 3-5 Yrs Consumer Discretionary 24.7
*Ratio Portfolio Nifty 50 TRI
P/E 32.5 20.4 Materials 14.1
P/B NP 3.3 Year 1st 2nd 3rd Health Care 9.7
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing. Exit Load 1.0 Nil Nil Consumer Staples 4.9
Abakkus All Cap Approach
Number of Holdings 28
Launch Fund Manager
• A benchmark-agnostic multicap strategy that aims to
generate alpha and risk adjusted returns . 29-10-2020 Aman Chowhan Top 5 Holdings Weight % = 27.9
Script Weight
• Follows MEETS Framework: Management, Earnings, Sun Pharmaceutical Industries 5.8
CAGR Portfolio % S&P BSE 500 TRI %
Events/Trends, Timing and Structural Bharti Airtel PP Limited 5.6
1 Yr 1.8 6.0
Max Financial Services Limited 5.6
3 Yr 13.6 13.7 HDFC Bank Limited 5.6
SI 25.2 20.9 Axis Bank Limited 5.2

Large Mid Small Cash Top 5 Sectors Weight % = 59.6

Sector Weight
57.7 24.9 11.5 5.9
Banks 19.3
*Ratio Portfolio S&P BSE 500 TRI Time Horizon >5 Yrs 11.6
Industrials
P/E NP 22.4 Telecommunication 9.9
Year 1st 2nd 3rd
P/B NP 3.7 Commodities 9.6
Exit Load 1.5 Nil Nil
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing. Health Care 9.2
NP = Not Provided.

Abakkus Emerging Opportunities Approach Number of Holdings 33

• Invests in midcap and smallcaps which aims to generate alpha Top 5 Holdings Weight % = 29.7
Launch Fund Manager
for a 3-5 year holding period Script Weight
26-08-2020 Aman Chowhan Anup Engineering Limited 8.6
• The fund follows bottom-up fundamental research based Sarda Energy And Minerals Limited 7.0
investing CAGR Portfolio % S&P BSE 500 TRI % Federal Bank Limited 5.0
1 Yr 17.9 6.0 PNB Housing Finance Limited 4.7
LT Foods Limited 4.4
3 Yr 20.2 13.7
Top 5 Sectors Weight % = 57.6
Large Mid Small Cash SI 31.9 20.4 Sector Weight
6.6 36.5 52.6 4.3 Banks 15.9
*Ratio Portfolio S&P BSE 500 TRI NBFC 10.8
P/E Time Horizon >5 Yrs
NP 22.4 Commodities 10.6
P/B NP 3.7 Industrial Manufacturing 10.5
Year 1st 2nd 3rd
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing. Industrials 9.8
NP = Not Provided. Exit Load 1.5 Nil Nil
Renaissance India Next PMS
Number of Holdings 28
• Renaissance India Next portfolio is Flexi Cap oriented strategy Launch Fund Manager
19-04-2018 Pankaj Murarka Top 5 Holdings Weight % = 30.7
• And shall invest in high quality, high growth companies at Script Weight
reasonable valuations HDFC Bank Ltd 9.4
CAGR Portfolio % Nifty 200 TRI %
Tech Mahindra Ltd 6.1
• It is a diversified portfolio with no sector bias and is 1 Yr 13.0 6.4 Reliance Industries Ltd 5.3
constructed on bottoms up basis with best investment ideas. Infosys Ltd
3 Yr 21.5 13.3 5.3
HDFC Asset Management Company 4.6
5 Yr 39.3 25.3
Large Mid Small Cash Top 5 Sectors Weight % = 77.1
SI 16.1 13.7 Sector Weight
55.0 19.0 25.0 1.0
BFSI 37.5
*Ratio Portfolio Nifty 200 TRI Time Horizon 3-5 Yrs Pharma & Chemicals 12.3
P/E 22.5 23.3 IT & Tech 11.4
P/B 2.8 3.8 Year 1st 2nd 3rd
Consumer Discretionary 9.3
Exit Load 1.0 1.0 Nil
Auto & Logistics 6.6
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing.

Renaissance Opportunities Portfolio Number of Holdings 25

Launch Fund Manager Top 5 Holdings Weight % = 37.4

• A concentrated portfolio that invests in companies across
Script Weight
businesses which are at different states of their business 01-01-2018 Pankaj Murarka
HDFC Bank Ltd 11.2
lifecycles.
Kotak Mahindra Bank Ltd 6.9
CAGR Portfolio % Nifty 50 TRI %
• Fund follows framework of Sustainable Quality Growth at Reliance Industries Ltd 6.7
1 Yr 9.9 6.7
Reasonable Price (SQGARP). State Bank Of India 6.5
3 Yr 16.4 11.8 Tech Mahindra Ltd 6.1
5 Yr 30.4 23.7
Top 5 Sectors Weight % = 78.7
7 Yr 15.1 14.2 Sector
Large Mid Small Cash Weight
80.0 13.0 7.0 0.0 SI 13.4 13.1 BFSI 39.4
*Ratio Portfolio Nifty 50 TRI Time Horizon 3-5 Yrs IT & Tech 13.1
P/E 22.3 20.4 Consumer Discretionary 12.4
P/B 2.8 3.3 Year 1st 2nd 3rd Pharma & Chemicals 7.1
Exit Load 1.0 1.0 Nil Diversified 6.7
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing.
ICICI Prudential PIPE Strategy
Number of Holdings 34
• Focuses on investing in small and mid-cap companies at the Launch Fund Manager
time of investment, and stocks that harbour potential for 05-09-2019 Anand Shah Top 5 Holdings Weight % = 23.8
significant expansion. Script Weight
Sarda Energy & Minerals Ltd 6.8
CAGR Portfolio % S&P BSE 500 TRI %
• Aims to identify companies with earnings potential that are Indian Bank 5.3
1 Yr 9.4 6.0 MedPlus Health Services Ltd 4.1
benefitting from both earnings growth and P/E rating.
3 Yr 23.7 13.7 Jindal Stainless Ltd 3.8
5 Yr 39.7 26.3 Godawari Power & Ispat Ltd 3.8
Large Mid Small Cash SI 27.0 18.4 Top 5 Sectors Weight % = 47.8
- 19.7 70.9 9.4 Sector Weight
Ferrous Metals 14.9
*Ratio Portfolio S&P BSE 500 TRI Time Horizon 3-5 Yrs Banks 11.0
P/E - 22.4 Auto Components 7.9
P/B - 3.7 Year 1st 2nd 3rd
Industrial Products 7.1
Exit Load 3.0 2.0 1.0 Chemicals & Petrochemicals 6.8
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing.

ICICI Prudential Contra Strategy Number of Holdings 31

• Seeks to generate capital appreciation by investing Top 5 Holdings Weight % = 29.4

Launch Fund Manager
predominantly in stocks through contrarian investing. For Script Weight
defensive consideration, it may invest in debt and money 14-09-2018 Anand Shah HDFC Bank Ltd 6.4
market mutual fund schemes.
ICICI Bank Ltd 6.3
CAGR Portfolio % S&P BSE 500 TRI %
• Aims to select companies in sectors that have high entry Larsen & Toubro Ltd 5.9
barriers, sectors that are in the consolidation phase or 1 Yr 7.0 6.0 State Bank of India 5.7
companies that are in a special situation. 3 Yr 20.5 13.7 Bharti Airtel Ltd 5.1
5 Yr 33.3 26.3 Top 5 Sectors Weight % = 57.8
Large Mid Small Cash SI 19.7 14.1 Sector Weight
64.5 12.2 18.7 4.6
Banks 26.4
*Ratio Portfolio S&P BSE 500 TRI Ferrous Metals 14.0
P/E - 22.4 Time Horizon 3-5 Yrs Transport Services 6.2
P/B - 3.7 Construction 5.9
Year 1st 2nd 3rd
Auto Components 5.3
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing. Exit Load 1.0 Nil Nil
Marathon Trend Following
Number of Holdings 21
• The fund investment objective is to “Buy Strength and Sell Launch Fund Manager
Weakness” 01-04-2023 Atul Suri Top 5 Holdings Weight % = 29.6
Script Weight
• The fund avoids the Unknowns, Focus on the Known by ICICI Bank Limited 6.6
considering factors like Currency Fluctuations, Industrial CAGR Portfolio % S&P BSE 500 TRI %
Persistent Systems Ltd 6.3
Trends, Global Macro economy and other factors. 1 Yr -2.7 6.0 Sun Pharmaceuticals Industries 5.6
SI 24.8 21.9 Federal Bank Limited 5.5
• The funds under this scheme will get invested in growth
Bharat Electronics Ltd 5.5
stocks with momentum.
Top 5 Sectors Weight % = 49.0
Large Mid Small Cash
Sector Weight
57.9 26.1 12.5 3.5 Time Horizon 3-5 Yrs
Banks 15.9
*Ratio Portfolio S&P BSE 500 TRI Finance 10.2
P/E - 22.4 Automobiles 8.4
Year 1st 2nd 3rd
P/B - 3.7 Industrial Products 8.2
Exit Load Nil Nil Nil
IT - Software 6.3
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing.

Buoyant Opportunities Portfolio Number of Holdings 38

• Invests in largecap and smallcaps to generate superior Top 5 Holdings Weight % = 22.8
Launch Fund Manager
returns with some safety (via largecaps) Script Weight
01-06-2016 Sachin Khivasara State Bank Of India Limited 5.8
• Follow a Core & Satellite framework which allows them to IDFC Bank Limited 4.7
adopt an “Aggressive stance” when they intend to generate CAGR Portfolio % S&P BSE 500 TRI %
ICICI Bank Limited 4.7
superior returns, and adopt a “Defensive stance” when they 1 Yr 15.6 6.0 Ramkrishna Forgings Limited 4.1
want to protect capital. 3 Yr 21.2 13.7 Manappuram Finance Ltd 3.7
5 Yr 40.2 26.3 Top 5 Sectors Weight % = 49.8
Large Mid Small Cash 7 Yr 17.6 14.6 Sector Weight
45.6 19.1 25.0 10.3
SI 21.7 15.2 Banking 18.6
*Ratio Portfolio S&P BSE 500 TRI NBFC 9.6
P/E 17.4 22.4 Time Horizon 3-5 Yrs Insurance 7.8
P/B 2.8 3.7 Building Materials 7.2
Year 1st 2nd 3rd
Info Tech 6.5
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing. Exit Load Nil Nil Nil
Alchemy Smart Alpha 250 PMS
Number of Holdings 20-25
Launch Fund Manager
• A multicap strategy which follows a proprietary eQGP
10-08-2023 Alok Agarwal Top 5 Holdings Weight % = 29.9
framework in order to identify top companies.
Script Weight
• The philosophy of the product is to get aggressive in a risk-on Dixon Technologies India Ltd 8.0
CAGR Portfolio % S&P BSE 500 TRI % Trent Ltd 6.6
environment and defensive in a risk-off environment. Risk in
environment is ascertained based on their multiple factors. 1 Yr 3.3 6.0 Interglobe Aviation Ltd 5.2
BSE 5.1
SI 19.0 15.4
PB Fintech Ltd 5.0

Large Mid Small Cash Top 5 Sectors Weight % = 92.9

26.0 59.0 14.0 1.0 Sector Weight
Financials 23.4
*Ratio Portfolio S&P BSE 500 TRI Time Horizon 3-5 Yrs Industrials 20.8
P/E NA 22.4 Health Care 18.2
Year 1st 2nd 3rd
P/B NA 3.7 Consumer Discretionary 17.7
Exit Load 1.0 Nil Nil
Source: AMC | As on 31st Mar 2025 | *Ratio mentioned is 1 yr trailing.
Information Technology 12.8

UNIFI Blended Rangoli Number of Holdings 20-25

• The fund investment objective is to focus on identifying Top 5 Holdings Weight % = 29.0
Launch Fund Manager
unique investment opportunities. Script Weight
01-07-2017 E. Prithvi Raj Bank Of Baroda 9.0
• The aim is to generate superior (risk adjusted) returns with Redington India Ltd 5.0
due emphasis on capital preservation. CAGR Portfolio % S&P BSE 500 TRI % State Bank Of India 5.0
1 Yr -7.3 -0.4 Coromandel International Ltd 5.0
• Risk management framework include in-depth stock reviews, 3 Yr 10.3 12.7 ITC Ltd 5.0
exposure limits, and marketable liquidity assessment.
5 Yr 23.9 17.9 Top 5 Sectors Weight % = 74.0
Large Mid Small Cash SI 18.6 13.1 Sector Weight
31.0 10.0 58.0 - Consumer 20.5
IT 19.0
*Ratio Portfolio S&P BSE 500 TRI Time Horizon 3-5 Yrs Financials 14.5
P/E 24.0 22.4
P/B Healthcare 12.0
- 3.7 Year 1st 2nd 3rd
Infrastructure 8.0
Source: AMC | As on 28th Feb 2025 | *Ratio mentioned is 1yr Trailing. Exit Load Nil Nil Nil
Portfolio Actions (1st Mar’25 to 31th Mar’25) – (1/2)
PMS Added Allocations Increased Allocations Reduced Exited

MOAMC Founders CE Infosystems -- -- --

MOAMC Value -- -- -- --

Trent
Piramal Enterprises
Global Health
Birlasoft
MOAMC M2M -- Zaggle Ocean Prepaid Services BSE
KEI Industries
Angel One
KPIT Technologies
PG Electroplast

SBI AEON -- -- -- Muthoot Finance

Abakkus AACA NP NP NP NP

Abakkus EOA NP NP NP NP

Tata Motors
Renaissance Opportunities -- Wipro --
Tata Consumers

Renaissance India Next Tata Motors -- Bharti Airtel --

Source: Respective AMCs | Data as on 31st Mar 2025 | NP = Data not provided by the respective AMC | -- = No change
Portfolio Actions (1st Mar’25 to 31th Mar’25) – (2/2)
PMS Added Allocations Increased Allocations Reduced Exited

ICICI PIPE NP NP NP NP

ICICI Contra NP NP NP NP

Narayana Hrudalaya
Indian Hotels
Marathon Trend Following -- -- --
Coromandel International
Kotak Mahindra Bank
Ultratech Cement Ltd
Divi’s Laboratories Limited Religare Enterprises Ltd
Glenmark Pharmaceuticals Ltd Max Financial Services Limited Axis Bank Limited Blue Jet Healthcare Ltd
Buoyant Opportunities ABB India Ltd Deepak Fertilisers And V2 Retail Ltd Aadhar Housing Finance Ltd
Petrochemicals Corporation Archean Chemical Industries Ltd
Ltd

Abbott India Kalyan Jewellers India

Alchemy Smart Alpha SRF -- -- UNO Minda
Blue Star Infosys

Source: Respective AMCs | Data as on 31st Mar 2025 | NP = Data not provided by the respective AMC | -- = No change
Overlap of Stocks within offerings
Stock Universe # of Stocks
Universe of Stocks 209
# of Stocks common (Count) 82

Buoyant MOAMC MOAMC Renaissance

Abakkus Abakkus ICICI Marathon MOAMC Renaissance
Strategies Opportuniti ICICI Pipe Mid to Value India Next
AACA AEOA Contra Trends Founders Opportunity
(Total No. of stocks) es (37) Mega PMS Portfolio
(28) (30) (30) (19) (24) (23)
(36) (26) (25) (27)

Abakkus AACA
- - - - - - - - - - -
(28)
Abakkus AEOA
8(21%) - - - - - - - - - -
(30)
Buoyant Opportunities
6(19%) 2(7%) - - - - - - - - -
(36)
ICICI Contra
7(31%) 3(7%) 5(27%) - - - - - - - -
(30)
ICICI Pipe
2(6%) 2(12%) 1(2%) 10(39%) - - - - - - -
(37)
Marathon Trends
0(0%) 2(9%) 2(11%) 1(6%) 0(0%) - - - - - -
(19)
MOAMC Founders
0(0%) 1(4%) 0(0%) 1(3%) 0(0%) 2(8%) - - - - -
(24)
MOAMC Mid to Mega
4(11%) 1(2%) 0(0%) 2(9%) 0(0%) 4(16%) 9(34%) - - - -
(26)
MOAMC Value PMS
0(0%) 0(0%) 1(4%) 0(0%) 0(0%) 3(12%) 18(72%) 8(33%) - - -
(25)
Renaissance India Next Portfolio
3(17%) 1(4%) 2(12%) 5(25%) 1(3%) 0(0%) 1(2%) 0(0%) 1(2%) - -
(27)
Renaissance Opportunities
4(23%) 1(3%) 3(18%) 7(35%) 0(0%) 3(11%) 0(0%) 0(0%) 0(0%) 15(73%) -
(23)
SBI AEON
1(6%) 0(0%) 4(24%) 2(13%) 0(0%) 1(6%) 0(0%) 0(0%) 0(0%) 2(9%) 4(21%)
(21)
Note: Unique Stocks along with Allocation are Highlighted in Black Colour Cell
Source: Respective AMCs | Data as on 28th Feb, 2025
 Thank You!
Motilal Oswal Financial Services Limited (MOFSL)* Member of NSE, BSE, MCX, NCDEX CIN No.: L67190MH2005PLC153397

Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-
71934263; Website [Link]. Correspondence Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link
Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188 1000. Registration Nos.: Motilal Oswal Financial Services (MOFSL)*: INZ000158836.
(BSE/NSE/MCX/NCDEX); CDSL and NSDL: IN-DP-16-2015; Research Analyst: INH000000412. AMFI: ARN - 146822; ; Insurance Corporate Agent:
CA0579. Motilal Oswal Asset Management Company (MOAMC): PMS (Registration No.: INP000000670); PMS and Mutual Funds are offered
through MOAMC which is group company of MOFSL. Motilal Oswal Wealth Management (MOWML): PMS (Registration No.: INP000004409) is
offered through MOWML, which is a group company of MOFSL. • Motilal Oswal Financial Services is a distributor of Mutual Funds, PMS, Fixed
Deposit, Bond, NCDs, Insurance Products, Investment advisor and IPOs etc . These are not Exchange traded products and the Trading
Member is just acting as distributor. All disputes with respect to the distribution activity would not have access to Exchange Investor
Redressal Forum or Arbitration mechanism • Research & Advisory services is backed by proper research. Please read the Risk Disclosure
Document prescribed by the Stock Exchanges carefully before investing. There is no assurance or guarantee of the returns. Details of
Compliance Officer: Name: Neeraj Agarwal, Email ID: na@[Link], Contact No.:[Link] securities quoted are exemplary
and are not recommendatory. Brokerage will not exceed SEBI prescribed limit. Customer having any query/feedback/ clarification may write
to query@[Link]. In case of grievances for Securities Broking write to grievances@[Link], for DP to
dpgrievances@[Link].

*Such representations are not indicative of future results.

Investment in securities market are subject to market risks, read all the related documents carefully before investing.