Motilal Oswal AMC Shifts Focus Away from Large Banks and IT Stocks

Motilal Oswal AMC CEO Prateek Agrawal explains why he is avoiding large banks, IT and FMCG stocks

Motilal Oswal AMC is favouring high-growth themes including defence, renewables, hospitals, digital businesses and capital markets, while limiting exposure to large banks, IT, commodities, FMCG and traditional vehicles. Its concentrated, high-beta strategy targets sustained earnings growth and alpha.