Motilal Oswal Asset Management Company Ltd

Motilal Oswal Asset Management Company Ltd

PMSBazaar

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

Mr. Abhishek Anand

Fund Manager

Mr. Bijon Pani

Mr. Bijon Pani

Fund Manager

Mr Dhaval Mehta

Mr Dhaval Mehta

Fund Manager

Mr.  Vaibhav Agrawal

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.

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

Click here

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.