Motilal Oswal AMC CEO Prateek Agrawal explains why he is avoiding large banks, IT and FMCG stocks
5 September 2026 Updated 5 September 2026Source: Economic Times 1 min read
Quick Summary
Motilal Oswal AMC’s CEO Prateek Agrawal says the fund is steering clear of large banks, IT and FMCG stocks. Instead, it is concentrating on high‑growth themes like defence, renewables, hospitals, digital businesses and capital markets, using a focused, high‑beta approach to seek earnings growth.
Key Takeaways
- CEO Prateek Agrawal says AMC is avoiding large banks, IT and FMCG stocks.
- AMC is focusing on high‑growth sectors such as defence, renewables, hospitals, digital businesses and capital markets.
- The fund is limiting exposure to commodities and traditional vehicles.
- Its strategy is concentrated and high‑beta, aiming for sustained earnings growth and alpha.
Why It Matters
For a retail investor, the shift away from traditional large‑cap sectors toward faster‑growing themes could change the fund’s risk‑return profile, making it more volatile but potentially offering higher growth.
Summary, takeaways and analysis above are written by CAPITA1's AI from the source report. For educational purposes only. Not investment advice.