PMS AUM (in Rs. Cr)
11094

No. of PMS Products
7

No. of AIF Products
0

Data as of
31 Jan 2024

Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL). Lead by one of the most well-known investors in India Mr. Raamdeo Agrawal, Motilal Oswal AMC is almost synonymous with philosophy based investing – its flagship philosophy “Quality Growth Longevity and Price” ( QGLP ) and “Buy Right and Sit Tight” which have popularized well researched investing. Motilal Oswal AMC is one of the pioneers in the PMS industry and has consistently generated returns for investors over long term across MFs, PMS and AIF products. Motilal Oswal AMC also has a suite of new age products like ETFs, Dynamic Funds, Asset Allocator Funds and in fact was one of the first to get ETF on US companies (Nasdaq 100) to the country.

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 AMC Business Opportunities (BOP) Multi Cap16 Jan 2018139833.72%17.13%18.19%17.65%13.40%
Motilal Oswal AMC Ethical PMS Multi Cap5855.77%20.19%19.17%
Motilal Oswal AMC Mid to Mega Mid & Small Cap24 Dec 2019142962.90%14.99%23.35%28.03%
Motilal Oswal AMC Multifactor Equity PMS Multi Cap06 May 2021-73.22%26.43%26.47%
Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP) Multi Cap03 Aug 2007611438.66%10.46%16.25%14.16%18.92%15.40%
Motilal Oswal AMC Value Migration Large Cap18 Feb 2003209551.21%20.71%22.30%19.06%15.81%20.03%

Key People

Raamdeo

Raamdeo Agrawal
Chairman, Motilal Oswal Financial Services Limited

An awardee of Rashtriya Samman Patra by the Central Board of Direct Taxes, Raamdeo Agrawal is chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company’s approach to investing. Mr. Agrawal has created the “QGLP” (Quality Growth Longevity & favorable Price) Investment Process and its ‘Buy Right, Sit Tight’ investing philosophy. Mr Agrawal is also the driving force behind the MOFSL Groups highly awarded research. He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. An Associate of Institute of Chartered Accountant of India and a member of the National Committee on Capital Markets of the Confederation of Indian Industry, he has also been featured on ‘Wizards of Dalal Street on CNBC TV 18.

Prateek-Agrawal

Prateek Agrawal
Executive Director, Motilal Oswal AMC.

Mr. Prateek Agrawal is the Executive Director at Motilal Oswal AMC. Previously, he was the Business Head & CIO of ASK Investment Managers Ltd. He works closely with clients and channel partners and provides strategic direction to fund managers and research teams. He holds over 27 years of experience in capital markets with a long distinguished sell side research, investment banking and advisory experience which has been a great asset on the buyside. Prior to ASK Group, he was associated with SBI Capital Markets as Head of Research and headed equities at ABN Amro and Bharti Axa AMCs. He was part of the team involved with the privatisation of VSNL and handled Hindustan Zinc for Vedanta Group.

Manish-Sonthalia

Manish Sonthalia
Executive Director and CIO – Alternates and Offshore, Motilal Oswal AMC

Mr. Manish Sonthalia serves as the Executive Director & CIO – Alternates and Offshore at Motilal Oswal Asset Management. He has over 22 years of experience across equity fund management and research covering Indian markets, with over 11 years with Motilal Oswal. He founded the Wide Angle Financial Services Ltd in 1995. After which he served as the CEO of United Credit Securities Ltd from 2000-2002. Before joining Motilal Oswal, he served as a Vice President at SKP Securities Ltd and Wealth Management Advisory Services Ltd till 2004.

Awards & Achievements

• In 2021, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #1 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Motilal India Rising India Fund, a Long Only Cat III AIF, was awarded the winner in the Best Long Only Cat III AIF, on 2Y Absolute Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

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 AMC Business Opportunities (BOP) 16 Jan 2018139833.72%17.13%18.19%17.65%13.40%
Motilal Oswal AMC Ethical PMS 5855.77%20.19%19.17%
Motilal Oswal AMC Mid to Mega 24 Dec 2019142962.90%14.99%23.35%28.03%
Motilal Oswal AMC Multifactor Equity PMS 06 May 2021-73.22%26.43%26.47%
Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP) 03 Aug 2007611438.66%10.46%16.25%14.16%18.92%15.40%
Motilal Oswal AMC Value Migration 18 Feb 2003209551.21%20.71%22.30%19.06%15.81%20.03%

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