Motilal Oswal Asset Management
Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL) and led by renowned investor Mr. Raamdeo Agrawal. Motilal Oswal AMC is known for its philosophy-based investing, particularly its flagship philosophies "Quality Growth Longevity and Price" (QGLP) and "Buy Right and Sit Tight," which emphasize well-researched investments.
As a pioneer in the PMS industry, Motilal Oswal AMC has consistently delivered long-term returns for investors across mutual funds, PMS, and AIF products. Additionally, the company offers innovative products such as ETFs, Dynamic Funds, and Asset Allocator Funds, and was one of the first to introduce an ETF on US companies (Nasdaq 100) in India.
PMS AUM
₹ 13272.56 Crores
No. of PMS Strategies:
7
Available AIFs:
On Subscription
Data as of :
30th June 2024
PMS Strategies and Performance Data
| PMS Provider Name | IA Name | AUM (in INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Asset Management Company Limited - Portfolio Managers | Next Trillion Dollar Opportunity Strategy | ₹6256.19 | 8.64% | 11.20% | 15.87% | 44.83% | 14.50% | 15.42% |
| Motilal Oswal Asset Management Company Limited - Portfolio Managers | Value Migration Strategy | ₹2387.73 | 9.36% | 16.40% | 22.07% | 59.22% | 23.12% | 19.96% |
| Motilal Oswal Asset Management Company Limited - Portfolio Managers | Motilal Oswal Mid to Mega Strategy | ₹1627.69 | 11.41% | 16.10% | 22.02% | 58.79% | 18.51% | NA |
| Motilal Oswal Asset Management Company Limited - Portfolio Managers | Motilal Oswal Business Opportunities Portfolio Strategy | ₹1469.16 | 9.22% | 17.49% | 17.49% | 40.42% | 19.92% | 19.04% |
| Motilal Oswal Asset Management Company Limited - Portfolio Managers | Motilal Oswal Founders Portfolio | ₹1443.45 | 12.40% | 16.64% | 24.12% | 61.89% | NA | NA |
| Motilal Oswal Asset Management Company Limited - Portfolio Managers | Motilal Oswal Ethical Strategy | ₹67.43 | 8.64% | 14.25% | 24.74% | 54.13% | 21.91% | NA |
| Motilal Oswal Asset Management Company Limited - Portfolio Managers | Motilal Oswal Multifactor Equity Strategy | ₹20.91 | 5.36% | 10.41% | 23.07% | 71.79% | 24.02% | NA |
*Upto 1 Year Returns are absolute, over 1 year are CAGR.
Key Personnel
Mr. Raamdeo Agrawal
Chairman
Raamdeo Agrawal serves as the Chairman of Motilal Oswal Financial Services Limited (MOFSL) and is the visionary behind the company's investment approach. MOFSL is a diversified financial services firm offering products and services in securities, commodities, investment banking, asset management, and venture capital. As Chairman of Motilal Oswal Asset Management Company Ltd. (MOAMC), one of India's fastest-growing asset management companies, Mr. Agrawal developed the "QGLP" (Quality Growth Longevity & Price) Investment Process and the ‘Buy Right, Sit Tight’ philosophy.
He is the driving force behind the MOFSL Group's highly acclaimed research and has authored the annual Motilal Oswal Wealth Creation Study since 1996. Mr. Agrawal is an Associate of the Institute of Chartered Accountants of India and a member of the National Committee on Capital Markets of the Confederation of Indian Industry. He has been featured on 'Wizards of Dalal Street' on CNBC TV 18 and co-authored the book "Corporate Numbers Game" in 1986 with Ram K Piparia. His book "The Art of Wealth Creation" compiles insights from 20 years of his Wealth Creation Studies. Mr. Agrawal received the Rashtriya Samman Patra from the Central Board of Direct Taxes for maintaining a consistent record of the highest integrity in tax payments from FY95-FY99.
MOFSL is one of the largest asset managers in India, to know about other team members and fund managers, feel free to contact us.