Motilal Oswal Asset Management Company Ltd

Motilal Oswal Asset Management Company Ltd

AUM (Cr.)

12656.49

No. of Clients

10877

No. of Investment Approach

9

As On

30 April 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 53.60% 30.73% 20.04% 17.62% 18 Feb, 2003
NTDOP
MULTI CAP 34.62% 17.88% 12.17% 13.20% 03 Aug, 2007
BOP
MULTI CAP 34.39% 25.66% 17.29% 16.94% 18 Dec, 2017
Mid to Mega Strategy
SMALL & MID CAP 55.70% 28.37% 18.28% NA 24 Dec, 2019
Ethical Strategy
MULTI CAP 49.14% 30.31% NA NA 08 Jun, 2021
Multifactor Equity
MULTI CAP 74.32% 37.79% 26.24% NA 06 May, 2021
Founders
MULTI CAP 48.63% NA NA NA 16 Mar, 2023
India Growth Strategy
MULTI CAP NA NA NA NA 01 Nov, 2023

* Returns are as on  31st  May 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 63.22% NA NA NA Feb 2023

* All performance above are as on 30th April 2024,  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr. Atul Mehra

Mr. Atul Mehra

Fund Manager, PMS

Mr. Manish Sonthalia

Mr. Manish Sonthalia

Director & CIO, PMS

Mr Rakesh Tarway

Mr Rakesh Tarway

Fund Manager

Mr. Sankaranarayanan Krishnan

Mr. Sankaranarayanan Krishnan

Fund Manager, PMS

Mr. Shrey Loonker

Mr. Shrey Loonker

Fund Manager, PMS

Mr Susmit Patodia

Mr Susmit Patodia

Fund Manager

Mr.  Vaibhav Agrawal

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.

Articles

NA

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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AMC Social Media

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.