Motilal Oswal Asset Management Company Ltd
AUM (Cr.)
14627.19
No. of Clients
11456
No. of Investment Approach
10
As On
31 October 2024
Motilal Oswal Group possess legacy in equities for over Three decade, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 16 years of PMS track record, presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in market”, practise long-term Buy and Hold investing style, BUY RIGHT : SIT TIGHT, QGLP - Quality denotes quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Value Migration |
MULTI CAP | 54.11% | 36.89% | 23.55% | 20.57% | 20.70% |
NTDOP |
MULTI CAP | 39.79% | 22.94% | 12.20% | 15.78% | 15.76% |
BOP |
MULTI CAP | 43.55% | 29.59% | 20.02% | 19.12% | 15.96% |
Mid to Mega Strategy |
SMALL & MID CAP | 52.03% | 41.01% | 19.62% | NA | 30.03% |
Ethical Strategy |
MULTI CAP | 42.68% | 29.20% | 17.08% | NA | 19.35% |
Multifactor Equity |
MULTI CAP | 47.40% | 35.06% | 18.06% | NA | 22.05% |
Founders |
MULTI CAP | 57.02% | NA | NA | NA | 57.84% |
India Growth Strategy |
MULTI CAP | NA | NA | NA | NA | 54.51% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Growth Anchors Fund |
CAT III - LONG ONLY | 59.43% | NA | NA | NA | Feb 2023 |
Hedged Equity Multi Factor Strategy - HE |
CAT III - LONG ONLY | 46.34% | 33.59% | NA | NA | Feb 2022 |
* All performance above are as on 31st October 2024, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr. Abhishek Anand
Fund Manager
Mr. Bijon Pani
Fund Manager
Mr Rakesh Tarway
Fund Manager
Mr. Vaibhav Agrawal
Fund Manager
Common Investment Philosophy
Over the years, Motilal Oswal Group has conducted various Wealth Creation Studies. These studies and our passion for equity investing have helped MOAMC hone a unique and focused stock-picking process that can be summarized in 4 letters - ‘QGLP’. Where Q denotes quality of business and management, G denotes growth in earnings and sustained RoE, L denotes longevity of the competitive advantage or economic moat of the business and P denotes their approach of buying a good business at a fair price. QGLP has helped MOAMC identify many multibaggers in their portfolios as can be seen in the performance of their PMS strategies.
AMC Registered Address
10Th Floor, Motilal Oswal Tower,Rahimtullah Sayani Road, Prabhadevi, Mumbai, Maharashtra India-400025
SEBI Reg No : INP000000670
AMC Investor Login Link
Click here
AMC Website Link
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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.