Motilal Oswal Asset Management Company Ltd

Motilal Oswal Asset Management Company Ltd

AUM (Cr.)

10608.79

No. of Clients

12616

No. of Investment Approach

9

As On

30 June 2023

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
Motilal Oswal - IOP
 SMALL & MID CAP 27.80% 4.88% 19.07% 6.08% 15 Feb, 2010
Motilal Oswal - IOP V2
 SMALL & MID CAP 27.84% 5.17% 23.32% 10.65% 05 Feb, 2018
Motilal Oswal - Value Migration
 LARGE CAP 16.37% 9.31% 19.50% 11.23% 18 Feb, 2003
Motilal Oswal - NTDOP
 MULTI CAP 4.87% 1.99% 16.60% 6.32% 03 Aug, 2007
Motilal Oswal - BOP
MULTI CAP 19.84% 10.66% 21.76% 13.03% 18 Dec, 2017
Motilal Oswal - Focused Midcap
MID CAP 29.13% 5.44% 24.73% NA 24 Dec, 2019
Motilal Oswal - Ethical Strategy
 MULTI CAP 20.51% 9.69% NA NA 08 Jun, 2021
Motilal Oswal - Founders
 MULTI CAP NA NA NA NA 16 Mar, 2023

* Returns are as on 31st August 2023, * 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
Motilal Oswal - Growth Anchors Fund
 CAT III - LONG ONLY NA NA NA NA Feb 2023

* All performance above are as on 31st August 2023  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr. Atul Mehra

Mr. Atul Mehra

Fund Manager, PMS

Atul has over 12 years of experience in equity research and fundmanagement specializing in mid and smallcap space, with over 7 years with Motilal Oswal Group. Before joining Motilal Oswal, he was associated with Edelweiss Capital. Atul is a Chartered Financial Analyst (CFA) from CFA Institute, USA and a Masters in Commerce.

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Mr. Manish Sonthalia

Mr. Manish Sonthalia

Director & CIO, PMS

Mr. Manish Sonthalia serves as the Chief Investment Officer - Equities with Motilal Oswal Asset Management. Manish Sonthalia heads Equity Portfolio Management Services at the same. He has more than 22 years of experience across equity fund management and research covering Indian markets. Before joining Motilal Oswal, he served as a Vice President of SKP Securities Ltd and Wealth Management Advisory Services Ltd until 2004.

Manish Sonthalia holds a Bachelor Degree in Commerce from St Xavier’s College, Kolkata and is a member at The Institute of Cost & Works Account of India, The Institute of Chartered Accountants of India and The Institute of Company Secretaries of India. He has completed his Masters of Business Administration in Finance from IISWBM. He has authored many research papers, articles and has been interviewed by leading media channels like NekkeiJapan, Newsweek UK, and CNBC TV 18 India, ET Now India, Bloomberg TV India and others.
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Mr Rakesh Tarway

Mr Rakesh Tarway

Fund Manager

Mr. Rakesh Tarway has more than 18 years of experience in equity markets, with focus in identifying emerging businesses in the Small & Midcap segment. Earlier he has worked as Head of Research at Motilal Oswal Securities and Reliance Securities. Rakesh has Masters in Management Studies from Jamnalal Bajaj institute of Management Studies (JBIMS).
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Mr. Sankaranarayanan Krishnan

Mr. Sankaranarayanan Krishnan

Fund Manager, PMS

Sankaranarayanan Krishnan is Quant Fund Manager for PMS and AIF schemes at Motilal Oswal Asset Management Company Ltd. In addition to his primary responsibility of fund management, he is also spearheading factor and quantitative research at the firm. He has over 9 years of experience in capital markets, largely focused on the design, research and management of quantitative investment strategies.  In his previous engagement he was managing a proprietary portfolio using multifactor models at Alpha Alternatives, an alternative investment manager. Prior to that he was working as a senior quantitative researcher at Morgan Stanley Capital International, where he was structuring multi-factor and ESG solutions for global Pension and Sovereign Wealth Fund clients. Sankaranarayanan is an engineer from the National Institute of Technology, Nagpur and an MBA from the Indian Institute of Management, Indore.

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Mr. Shrey Loonker

Mr. Shrey Loonker

Fund Manager, PMS

Mr Shrey Loonker currently serves as the Senior Vice President – Fund Manager, PMS at Motilal Oswal. He has done Chartered Accountancy from ICAI Mumbai in 2005 and CFA from CFA Institute, USA in 2009. He has an overall 13 years of experience. He was associated with Reliance Nippon Life Asset Management Ltd, in his last role; Reliance Banking as Fund Manager for 11 Years and with Ernst & Young Pvt Ltd, India in Global Taxation Advisory Services for 2 years.
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Mr Susmit Patodia

Mr Susmit Patodia

Fund Manager

Susmit Patodia has total work experience of 15 years out of which 13 are in the Equity markets. He has worked with Franklin Templeton, Accenture Consulting, Edelweiss Capital and for the last 9 years at Motilal Oswal. He completed his PGDBM from IIM Bangalore in 2005. He is co-managing the fund since Feb 2019
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Mr. Vaibhav Agrawal

Mr. Vaibhav Agrawal

Fund Manager

Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products.  He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management.  He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.

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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.

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AMC Registered Address

10Th Floor, Motilal Oswal Tower,Rahimtullah Sayani Road, Prabhadevi, Mumbai, Maharashtra India-400025
SEBI Reg No : INP000000670

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Disclaimer & Risk Factors:

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.