Motilal Oswal PMS Overview
Motilal Oswal Asset Management Company (MOAMC) is one of India’s leading equity-focused investment managers, backed by the well-established Motilal Oswal Financial Services Group.
Strong Market Position
With more than ₹1.59 lakh crore in Assets Under Management (AUM) across mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs), MOAMC has earned a reputation as the growth manager of choice for discerning High Net-Worth Individuals (HNIs), Ultra-HNIs, family offices, and institutional investors.
Visionary Leadership
Guided by the visionary Raamdeo Agrawal and a highly experienced leadership team, MOAMC has created an ecosystem where investment philosophy, research-driven ideation, and strong execution converge to deliver sustainable long-term wealth creation.
PMS AUM (in Rs. Cr)
14585
No. of PMS Products
0
No. of AIF Products
0
Data as of
31 Oct 2025
PMS Product Performance
| Company Name / Product Name |
Category | Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Asset Management Company Ltd Ethical Strategy | Multi Cap & Flexi Cap | 08 Jun 2021 | 74 | 13.33% | -4.78% | 16.59% | 16.71% | - | - |
| Motilal Oswal Asset Management Company Ltd Founders | Multi Cap & Flexi Cap | 16 Mar 2023 | 3579 | 12.19% | -0.55% | 25.00% | - | - | - |
| Motilal Oswal Asset Management Company Ltd India Growth Strategy | Multi Cap & Flexi Cap | 01 Nov 2023 | 282 | 11.68% | -6.42% | - | - | - | - |
| Motilal Oswal Asset Management Company Ltd Mid to Mega Strategy | Small & Mid Cap | 24 Dec 2019 | 1993 | 11.60% | -0.92% | 22.75% | 25.34% | 23.15% | - |
| Motilal Oswal Asset Management Company Ltd Multifactor Equity | Multi Cap & Flexi Cap | 06 May 2021 | - | 3.92% | -5.10% | 18.31% | 20.08% | - | - |
| Motilal Oswal Asset Management Company Ltd NTDOP | Multi Cap & Flexi Cap | 03 Aug 2007 | 5021 | 10.31% | -3.75% | 16.01% | 13.29% | 16.08% | 12.26% |
| Motilal Oswal Asset Management Company Ltd Value Migration | Multi Cap & Flexi Cap | 18 Feb 2003 | 3636 | 14.03% | 1.30% | 24.95% | 23.83% | 22.58% | 13.66% |
Investment Philosophy – QGLP
Focus on high-quality companies with durable competitive advantages.
Identification of high-growth opportunities across sectors and market caps.
Investment in businesses with long-term scalability and longevity.
Entry at valuations that provide a margin of safety and return potential.
The QGLP framework has been the cornerstone of MOAMC’s success, resulting in high-conviction portfolios that are built to outperform benchmarks while maintaining strong risk management standards
Key Strengths of Motilal Oswal AMC
Exclusive Equity Focus
Over 23 years of proven expertise in equity investing.
Strong Alignment of Interests
Management commitment of over ₹8,600 crore invested in their own funds, reinforcing skin in the game.
PMS & AIF Leadership
Among the largest players in Category III AIFs and a leading PMS provider in India, with strategies that have consistently delivered superior alpha.
Research-Driven Team
A seasoned investment team guided by stalwarts like Raamdeo Agrawal (Chairman), Prateek Agrawal (MD & CEO), and Vaibhav Agrawal (CIO – Alternates).
Wide Investor Base & Distribution Reach
Serving 65+ lakh investors and supported by 46,000+ distributors and 62 branches across India.
Diversified Suite of Offerings
Mutual funds across styles, PMS strategies for HNIs, and innovative AIF products, including exposure to Pre-IPO and unlisted opportunities.
Portfolio Management Services (PMS)
MOAMC’s PMS strategies are designed for HNIs who seek customized, high-conviction portfolios with differentiated return potential. Some of the flagship PMS offerings include:
NTDOP (Next Trillion Dollar Opportunity)
Captures scalable businesses driving India’s trillion-dollar growth story.
Value Migration PMS
Plays the structural shift from unorganized to organized players in high-growth sectors.
Founders PMS
Concentrated, conviction-driven portfolio of high-quality businesses led by strong promoters
Mid to Mega PMS
Focuses on midcap companies with potential to scale into industry leaders.
IGSF & Quant Multifactor
Innovative approaches to capture growth and diversification.
Alternative Investment Funds (AIFs)
Equity-Oriented Cat III AIFs
Proven track record with funds like Select Opportunities, Business Advantage, and Equity Opportunities Funds.
Hybrid Listed + Unlisted Funds
Access to Pre-IPO, growth-stage startups, and unlisted companies with structured exit strategies.
Unlisted Holdings
Exposure to marquee names like NSE, Zepto, VVDN, Simpolo, Jain Resource Recycling, alongside successful exits in companies like Swiggy and One Source Pharma
This dual expertise in public markets and private equity-style deals makes MOAMC a standout among Indian AIF managers.
Performance & Investor Value
Over 90% of AUM has outperformed benchmarks across 1–3 years
PMS & AIF strategies have delivered superior IRRs, demonstrating consistency across market cycles.
True-to-label active management ensures portfolios remain differentiated, with high active ratios and meaningful alpha generation.
Risk management frameworks around sector sizing, diversification, and stop-loss strategies ensure portfolio resilience.
Why Investors Choose MOAMC
PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Asset Management Company Ltd Ethical Strategy | 08 Jun 2021 | 74 | 13.33% | -4.78% | 16.59% | 16.71% | - | - |
| Motilal Oswal Asset Management Company Ltd Founders | 16 Mar 2023 | 3579 | 12.19% | -0.55% | 25.00% | - | - | - |
| Motilal Oswal Asset Management Company Ltd India Growth Strategy | 01 Nov 2023 | 282 | 11.68% | -6.42% | - | - | - | - |
| Motilal Oswal Asset Management Company Ltd Mid to Mega Strategy | 24 Dec 2019 | 1993 | 11.60% | -0.92% | 22.75% | 25.34% | 23.15% | - |
| Motilal Oswal Asset Management Company Ltd Multifactor Equity | 06 May 2021 | - | 3.92% | -5.10% | 18.31% | 20.08% | - | - |
| Motilal Oswal Asset Management Company Ltd NTDOP | 03 Aug 2007 | 5021 | 10.31% | -3.75% | 16.01% | 13.29% | 16.08% | 12.26% |
| Motilal Oswal Asset Management Company Ltd Value Migration | 18 Feb 2003 | 3636 | 14.03% | 1.30% | 24.95% | 23.83% | 22.58% | 13.66% |
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