Motilal Oswal Asset Management Company Ltd
AUM (Cr.)
14960.04
No. of Clients
12740
No. of Investment Approach
9
As On
30 June 2025
Motilal Oswal Group carries a legacy of over three decades in equities and is widely respected for its deep-rooted expertise in the Indian capital markets. Motilal Oswal Asset Management Company (MOAMC), chaired by Mr. Raamdeo Agrawal — one of the most revered names in the investing world — has been a pioneer in the Portfolio Management Services (PMS) space with a performance track record spanning over 20 years & is also a recognized leader in Long Only Category III Alternative Investment Funds (AIFs). With a robust presence across India and an expanding global reach, MOAMC follows an investment style built on the philosophy of High Quality, High Growth. Central to this approach is the proprietary QGLP framework — standing for Quality, Growth, Longevity, and Price. This philosophy forms the cornerstone of MOAMC’s long-term, research-driven approach to wealth creation.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Value Migration |
MULTI CAP & FLEXI CAP | 13.44% | 34.31% | 30.02% | 25.02% | Feb 2003 |
NTDOP |
MULTI CAP & FLEXI CAP | 4.46% | 22.94% | 18.96% | 19.75% | Aug 2007 |
Mid to Mega Strategy |
SMALL & MID CAP | 11.76% | 33.16% | 29.99% | 29.61% | Dec 2019 |
Ethical Strategy |
MULTI CAP & FLEXI CAP | -12.36% | 16.20% | 18.45% | NA | Jun 2021 |
Multifactor Equity |
MULTI CAP & FLEXI CAP | -3.64% | 28.62% | 23.77% | NA | May 2021 |
Founders |
MULTI CAP & FLEXI CAP | 10.66% | 33.79% | NA | NA | Mar 2023 |
India Growth Strategy |
MULTI CAP & FLEXI CAP | 6.10% | NA | NA | NA | Nov 2023 |
* Returns are as on 30th June 2025, * 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 Founders Fund Series 1 |
CAT III - LONG ONLY | 10.68% | 33.32% | NA | NA | Feb 2023 |
Hedged Equity Multi Factor Strategy |
CAT III - LONG ONLY | -9.32% | 25.47% | 21.07% | NA | Dec 2021 |
* All performance above are as on 30th June 2025, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr. Abhishek Anand
Fund Manager
Mr. Bijon Pani
Fund Manager
Mr Dhaval Mehta
Fund Manager
Mr. Vaibhav Agrawal
CIO - Alternates & Fund Manager
Common Investment Philosophy
Motilal Oswal Group carries a legacy of over three decades in equities and is widely respected for its deep-rooted expertise in the Indian capital markets. Motilal Oswal Asset Management Company (MOAMC), chaired by Mr. Raamdeo Agrawal — one of the most revered names in the investing world — has been a pioneer in the Portfolio Management Services (PMS) space with a performance track record spanning over 20 years & is also a recognized leader in Long Only Category III Alternative Investment Funds (AIFs). With a robust presence across India and an expanding global reach, MOAMC follows an investment style built on the philosophy of High Quality, High Growth. Central to this approach is the proprietary QGLP framework — standing for Quality, Growth, Longevity, and Price. This philosophy forms the cornerstone of MOAMC’s long-term, research-driven approach to wealth creation.
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
Click here
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