Motilal Oswal Asset Management Company Ltd
AUM (Cr.)
11443.90
No. of Clients
14766
No. of Strategy
8
As On
31 December 2022
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 Strategies | Returns | |||||
|---|---|---|---|---|---|---|
| Strategy Name | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Motilal Oswal - IOP |
SMALL & MID CAP | -20.73% | 4.62% | 6.32% | -3.75% | 15 Feb, 2010 |
Motilal Oswal - IOP V2 |
SMALL & MID CAP | -20.50% | 6.64% | 13.78% | NA | 05 Feb, 2018 |
Motilal Oswal - Value |
LARGE CAP | -1.92% | 10.21% | 8.36% | 8.03% | 18 Feb, 2003 |
Motilal Oswal - NTDOP |
MULTI CAP | -12.10% | 8.35% | 9.22% | 5.35% | 03 Aug, 2007 |
Motilal Oswal - BOP |
MULTI CAP | 1.59% | 9.64% | 12.08% | NA | 18 Dec, 2017 |
Motilal Oswal - Focused Midcap |
MID CAP | -21.35% | 8.69% | NA | NA | 24 Dec, 2019 |
Motilal Oswal - Ethical |
MULTI CAP | -10.03% | NA | NA | NA | 08 Jun, 2021 |
Motilal Oswal - Multifactor Equity PMS |
FlexiCap | -10.71% | NA | NA | NA | 06 May, 2021 |
* All performance above are as on 31st Dec 2022 * Above 1 year returns are in CAGR
Portfolio Manager Profile
Mr. Atul Mehra
Fund Manager, PMS
Mr. Manish Sonthalia
Director & CIO, PMS
Mr Rakesh Tarway
Fund Manager
Mr. Sankaranarayanan Krishnan
Fund Manager, PMS
Mr. Shrey Loonker
Fund Manager, PMS
Mr Susmit Patodia
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
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AMC Website Link
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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.