---
title: "FUNDVIEW-Sunrise sectors to boost Indian markets over medium-term, Motilal Oswal AMC says"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/258788210.md"
description: "Motilal Oswal Asset Management is optimistic about sunrise sectors like renewables, electronics, and luxury consumption, expecting over 20% earnings growth in these areas over the next three to four years. CEO Prateek Agrawal noted that 25% of their portfolio is invested in these sectors, which are projected to outperform the broader market. Despite a challenging September quarter, he anticipates stronger momentum as interest rates ease and reforms take effect. The fund is positioned with a high tracking error, focusing on future growth rather than past performance."
datetime: "2025-09-25T01:47:11.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/258788210.md)
  - [en](https://longbridge.com/en/news/258788210.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/258788210.md)
---

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# FUNDVIEW-Sunrise sectors to boost Indian markets over medium-term, Motilal Oswal AMC says

MUMBAI/DELHI, Sept 25 (Reuters) - India's Motilal Oswal Asset Management is betting big on sunrise sectors to deliver strong returns that will outpace broader markets over a medium-term horizon, the company's chief said.

The asset manager is seeking earnings growth of more than 20% over the next three to four years in sectors such as renewables, electronics, new technology and luxury consumption, Prateek Agrawal, its CEO and managing director, told the Reuters Trading India forum.

"Many businesses in (these) spaces would deliver," he said, adding that around 25% of the firm's total portfolio has holdings in these sectors.

Benchmark index earnings are expected to rise about 12% annually, Agrawal said. That compares to a lacklustre 5.5% for the Nifty 50 index last year on weaker demand and narrower margins.

"Much more favourable than staples or traditional sectors are spaces like renewables, electronics, GLP-1 drugs in pharma, and even luxury," he said.

Agrawal sees a "spring" of pent-up potential in the broader market that could be released as interest rates ease, GST reforms take effect, and supply-chain diversification drives high-value manufacturing in India.

Although Agrawal anticipates a "softer" September quarter, due to heavy rains and shifting festive demand, he sees stronger market momentum thereafter.

His fund, which manages assets worth over 1.5 trillion rupees ($17.4 billion), is positioned "100% anti-consensus," with an over 95% tracking error against benchmarks, and little exposure to big banks, staples, commodities or large IT stocks.

A high tracking error is common among actively managed funds and reflects a portfolio that is taking meaningful bets away from the benchmark.

Companies with "a glorious past" are represented strongly in the benchmark index, he said. "(They) do not meet our growth criteria. We think markets are about the future, not the past."

($1 = 88.69 Indian rupees) (Join Trading India and GMF, chat rooms hosted on LSEG Messenger: https://lseg.group/3KFHrhe) (Reporting by Divya Chowdhury in Mumbai and Shubham Batra in New Delhi; Editing by Anil D'Silva)

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